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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 %
CI
2251
Ceera Investments
Texas
$523K +$4.72K +11 +0.9%
MC
2252
Martin & Co
Tennessee
$523K +$523K +1,217 New
FM
2253
Foster & Motley
Ohio
$521K -$21.9K -51 -4%
FFP
2254
FourThought Financial Partners
Florida
$521K +$7.3K +17 +1%
PIFP
2255
Partners in Financial Planning
Virginia
$519K
LFGO
2256
Legacy Financial Group (Oklahoma)
Oklahoma
$518K -$8.16K -19 -2%
FAM
2257
Fenimore Asset Management
New York
$515K
YCM
2258
Yousif Capital Management
Michigan
$515K
CFMC
2259
Curbstone Financial Management Corp
New Hampshire
$512K +$512K +1,192 New
NRG
2260
Nemes Rush Group
Michigan
$509K +$50.2K +117 +11%
BMD
2261
Better Money Decisions
New Mexico
$509K +$1.72K +4 +0.3%
CF
2262
Convergence Financial
Missouri
$508K -$1.72K -4 -0.3%
ACA
2263
Atlas Capital Advisors
Wyoming
$506K -$590K -1,375 -54%
TPWM
2264
Twelve Points Wealth Management
Massachusetts
$505K -$13.7K -32 -3%
AWP
2265
Abacus Wealth Partners
California
$500K -$203K -473 -29%
OP
2266
ORG Partners
Indiana
$499K -$8.92M -20,736 -95%
PA
2267
Probity Advisors
Texas
$499K +$126K +294 +34%
LJAC
2268
L.J. Altfest & Co
New York
$498K -$1.29K -3 -0.3%
G
2269
GenTrust
Florida
$497K -$81.5K -189 -14%
ST
2270
Somerset Trust
Pennsylvania
$495K
RIP
2271
RAM Investment Partners
Washington
$495K -$86.7K -202 -15%
ST
2272
Sabal Trust
Florida
$494K -$27.9K -65 -5%
PIM
2273
Provident Investment Management
Michigan
$494K
CWP
2274
Concord Wealth Partners
Virginia
$494K
CCA
2275
Conservest Capital Advisors
Pennsylvania
$493K -$54.1K -126 -10%