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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 %
CAP
2251
Columbia Advisory Partners
Washington
$440K -$253K -615 -36%
DAM
2252
Delta Asset Management
Tennessee
$439K +$82.2K +200 +23%
HPIA
2253
Hamilton Point Investment Advisors
North Carolina
$439K +$439K +1,067 New
WMS
2254
Wealth Management Solutions
Pennsylvania
$437K -$21.4K -52 -5%
PFA
2255
Pathway Financial Advisors
Vermont
$437K
UWM
2256
USAdvisors Wealth Management
Minnesota
$436K +$1.64K +4 +0.4%
LRPA
2257
L. Roy Papp & Associates
Arizona
$435K -$11.1K -27 -2%
AC
2258
Anson Capital
Georgia
$432K -$204K -497 -32%
ST
2259
Spinnaker Trust
Maine
$430K -$260K -632 -38%
FSA
2260
Financial Sense Advisors
California
$430K -$16K -39 -4%
TAM
2261
Townsend Asset Management
North Carolina
$429K +$13.1K +32 +3%
ETIA
2262
Epic Trust Investment Advisors
Washington
$428K -$82.6K -201 -16%
SIAG
2263
Safeguard Investment Advisory Group
California
$428K +$142K +346 +50%
LFGO
2264
Legacy Financial Group (Oklahoma)
Oklahoma
$425K
ADIM
2265
Alpha DNA Investment Management
Maryland
$425K +$4.11K +10 +1%
TPA
2266
Trivium Point Advisory
Connecticut
$422K -$37K -90 -8%
UBV
2267
United Bank (Virginia)
Virginia
$422K
FFWM
2268
Future Financial Wealth Management
Ohio
$421K
HFM
2269
Hartford Funds Management
Pennsylvania
$421K -$2.47K -6 -0.6%
SEIA
2270
Signature Estate & Investment Advisors
California
$420K +$111K +270 +36%
OWA
2271
Outlook Wealth Advisors
Texas
$420K -$13.6K -33 -3%
BW
2272
Bison Wealth
Georgia
$419K +$7.04K +17 +2%
Capital International Investors
2273
Capital International Investors
California
$419K -$515K -1,269 -55%
FNBOMD
2274
First National Bank of Mount Dora
Florida
$418K
TNA
2275
True North Advisors
Texas
$418K -$72.4K -176 -15%