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iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
2201
Inspire Advisors
Idaho
$497K -$51K -124 -9%
HCM
2202
HMS Capital Management
Tennessee
$497K -$178K -433 -26%
AO
2203
Advisor OS
Illinois
$495K +$37.8K +92 +8%
PIFP
2204
Partners in Financial Planning
Virginia
$495K
LIG
2205
Lokken Investment Group
Delaware
$495K +$51K +124 +11%
MLL
2206
Moody Lynn & Lieberson
Massachusetts
$495K
CWM
2207
Chemistry Wealth Management
New York
$494K +$7.81K +19 +2%
AIC
2208
Archer Investment Corporation
Indiana
$494K +$4.11K +10 +0.8%
FAM
2209
Fenimore Asset Management
New York
$493K
YCM
2210
Yousif Capital Management
Michigan
$493K
FM
2211
Foster & Motley
Ohio
$493K -$56.4K -137 -10%
FFP
2212
FourThought Financial Partners
Florida
$492K +$411 +1 +0.1%
SDWIA
2213
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$491K -$4.11K -10 -0.8%
KP
2214
Keel Point
Alabama
$488K -$524K -1,275 -52%
ISL
2215
Ingalls & Snyder LLC
New York
$488K
SOAG
2216
Silver Oak Advisory Group
Oregon
$488K
BMD
2217
Better Money Decisions
New Mexico
$488K +$38.2K +93 +9%
FF
2218
Francis Financial
$487K
UL
2219
Unionview LLC
Washington
$486K +$2.06K +5 +0.4%
MCM
2220
Morton Capital Management
California
$485K -$15.6K -38 -3%
DC
2221
Defender Capital
North Carolina
$485K
B
2222
Bensler
Washington
$484K +$168K +409 +53%
WF
2223
WoodTrust Financial
Wisconsin
$483K -$33.3K -81 -6%
RFA
2224
Register Financial Advisors
Georgia
$477K -$4.1K -10 -0.9%
MPIA
2225
Mountain Pacific Investment Advisers
Idaho
$476K