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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 %
WA1
2226
Wimmer Associates 1
California
$548K
OIM
2227
Opus Investment Management
Massachusetts
$545K
CFAM
2228
Coury Firm Asset Management
Pennsylvania
$544K -$281K -654 -34%
PFA
2229
Pathway Financial Advisors
Vermont
$544K +$88K +205 +19%
OWA
2230
Opal Wealth Advisors
New York
$542K +$542K +1,262 New
DA
2231
Drake & Associates
Wisconsin
$540K -$47.7K -111 -8%
RRCM
2232
Rappaport Reiches Capital Management
Illinois
$540K
OBWP
2233
O'Brien Wealth Partners
Massachusetts
$540K +$64.8K +151 +14%
ACA
2234
Anchor Capital Advisors
Massachusetts
$539K +$539K +1,256 New
IIC
2235
Ironwood Investment Counsel
Arizona
$537K -$16.5K -313 -3%
VNB
2236
Virginia National Bank
Virginia
$537K -$32.2K -75 -6%
BW
2237
Bison Wealth
Georgia
$537K -$45.5K -106 -8%
CBB
2238
Citizens Business Bank
California
$537K -$107K -250 -17%
FI
2239
Financial Insights
Washington
$536K -$276K -657 -34%
TFG
2240
Tilson Financial Group
New Jersey
$531K +$531K +1,237 New
RWS
2241
Resolute Wealth Strategies
Mississippi
$529K
BWP
2242
Balboa Wealth Partners
Arizona
$529K -$5.15K -12 -1%
FCA
2243
Fortis Capital Advisors
Kansas
$527K -$1.31M -3,046 -71%
NSB
2244
Norway Savings Bank
Maine
$526K +$526K +1,226 New
LIG
2245
Lokken Investment Group
Delaware
$526K +$8.59K +20 +2%
SFB
2246
STAR Financial Bank
Indiana
$526K -$13.3K -31 -2%
WMS
2247
Wealth Management Solutions
Pennsylvania
$525K -$11.6K -27 -2%
WMA
2248
West Michigan Advisors
Michigan
$524K +$36.5K +85 +7%
YIH
2249
Y-Intercept (HK)
Hong Kong
$524K +$524K +1,221 New
HFS
2250
Haverford Financial Services
Pennsylvania
$524K