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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 %
AF
201
Allworth Financial
California
$103M +$42.3M +103,014 +69%
CWM
202
Calamos Wealth Management
Illinois
$103M -$7.35M -17,879 -7%
MFS
203
McNamara Financial Services
Massachusetts
$102M +$1M +2,434 +1%
2P
204
26North Partners
New York
$102M +$102K +249 +0.1%
RI
205
RPTC Inc
Wyoming
$100M +$325K +790 +0.3%
MGIA
206
Moneta Group Investment Advisors
Missouri
$100M +$30.6M +74,363 +44%
HTC
207
Haverford Trust Company
Pennsylvania
$100M -$74.7M -181,688 -43%
FSWA
208
Financial Synergies Wealth Advisors
Texas
$99.6M -$809K -1,969 -0.8%
SIMM
209
Stillwater Investment Management (Minnesota)
Minnesota
$99.1M -$108K -262 -0.1%
WA
210
Waverly Advisors
Alabama
$98.6M +$8.19M +19,935 +9%
SWM
211
Spire Wealth Management
Virginia
$98M +$27.3M +66,355 +39%
FIB
212
First Interstate Bank
Montana
$97.6M +$16.4M +39,832 +20%
CB
213
Commerce Bank
Missouri
$97.4M +$1.05M +2,555 +1%
HFBOT
214
Home Federal Bank of Tennessee
Tennessee
$96.8M -$1.46M -3,561 -1%
PP
215
Pegasus Partners
Wisconsin
$95.3M -$2M -4,854 -2%
BCM
216
Brookstone Capital Management
Illinois
$95M -$1.92M -4,621 -2%
AWC
217
Abundance Wealth Counselors
Pennsylvania
$92.8M -$63.3K -154 -0.1%
SSB
218
Sandy Spring Bank
Maryland
$92.5M -$446K -1,085 -0.5%
DC
219
Deere & Company
Illinois
$90.3M +$3.08M +7,485 +4%
PFM
220
Phillips Financial Management
Indiana
$89.9M +$1.66M +4,044 +2%
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.2M +$3.9M +9,485 +5%
BRWA
222
B. Riley Wealth Advisors
Florida
$86.8M +$6.11M +14,873 +8%
HS
223
Horan Securities
United States
$86.1M +$2.74M +6,658 +3%
FIA
224
Foundations Investment Advisors
Arizona
$85.6M +$24.3M +59,115 +40%
Jones Financial Companies
225
Jones Financial Companies
Missouri
$84.4M -$2.3M -5,596 -3%