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iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SM
2201
Sensible Money
Arizona
$579K +$52.8K +123 +10%
B
2202
Bensler
Washington
$579K -$19.8K -46 -3%
SAMC
2203
Spectrum Asset Management (California)
California
$578K -$1.73K -4 -0.3%
IA
2204
Inspire Advisors
Idaho
$578K +$124K +290 +27%
LJHT
2205
Laurie J. Hall Trustee
$578K
AW
2206
Avion Wealth
Texas
$577K
AGA
2207
Arkos Global Advisors
Texas
$577K +$8.16K +19 +1%
AC
2208
Apella Capital
Connecticut
$575K -$63.6K -148 -10%
ML
2209
Mayport LLC
Massachusetts
$573K
GA
2210
GoalVest Advisory
New York
$570K +$158K +367 +38%
SWA
2211
Sutton Wealth Advisors
Florida
$567K
LWMT
2212
Legacy Wealth Management (Tennessee)
Tennessee
$567K
TSA
2213
Tri-Star Advisors
Texas
$566K
RFA
2214
Register Financial Advisors
Georgia
$564K +$61.4K +143 +12%
SHWM
2215
Smith & Howard Wealth Management
Georgia
$564K -$49.8K -116 -8%
WIM
2216
Warwick Investment Management
Texas
$564K -$18K -42 -3%
GWWM
2217
Great Waters Wealth Management
Minnesota
$563K +$863 +2 +0.2%
WCM
2218
Whitener Capital Management
North Carolina
$563K -$146K -341 -21%
CCG
2219
Chatham Capital Group
Georgia
$562K +$24.5K +57 +5%
OFS
2220
OneAscent Financial Services
Alabama
$555K +$555K +1,285 New
CWAG
2221
Compton Wealth Advisory Group
Virginia
$553K +$7.73K +18 +1%
CIP
2222
Chartwell Investment Partners
Pennsylvania
$552K
KCFA
2223
Key Client Fiduciary Advisors
New Jersey
$549K +$8.59K +20 +2%
PT
2224
Plimoth Trust
Massachusetts
$549K -$33.9K -79 -6%
MAM
2225
Milestone Asset Management
Pennsylvania
$548K -$108K -252 -17%