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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 %
RWM
2276
Rockwood Wealth Management
Pennsylvania
$417K +$9.04K +22 +2%
HCM
2277
Howland Capital Management
Massachusetts
$417K +$59.6K +145 +17%
GFWA
2278
Grey Fox Wealth Advisors
Delaware
$416K +$108K +263 +35%
CSB
2279
City State Bank
Iowa
$416K
EWA
2280
EP Wealth Advisors
California
$415K -$4.94M -62,847 -92%
KFC
2281
Klingenstein Fields & Co
New York
$413K -$7.4K -18 -2%
SWK
2282
Stephen W. Kidder
$411K -$41.1K -100 -9%
TAM
2283
Tucker Asset Management
Colorado
$410K +$35.8K +87 +10%
GWA
2284
Geometric Wealth Advisors
District of Columbia
$410K -$122K -295 -23%
CWP
2285
CFM Wealth Partners
Texas
$409K -$11.1K -27 -3%
MSR
2286
Main Street Research
Connecticut
$407K +$12.3K +30 +3%
TCM
2287
Tandem Capital Management
New Jersey
$406K
NC
2288
NBW Capital
Massachusetts
$405K +$405K +986 New
AAIM
2289
Asset Advisors Investment Management
Georgia
$402K
VCM
2290
Vigilant Capital Management
Maine
$402K -$316K -768 -44%
AWM
2291
Aberdeen Wealth Management
Illinois
$401K
MG
2292
MilWealth Group
Wisconsin
$400K
TA
2293
TruWealth Advisors
Louisiana
$400K +$46.8K +114 +13%
KFS
2294
Kaizen Financial Strategies
California
$400K -$2.88K -7 -0.7%
PWA
2295
Pillar Wealth Advisors
Pennsylvania
$399K +$399K +971 New
CA
2296
Crumly & Associates
Illinois
$398K +$398K +969 New
LWM
2297
Lodestone Wealth Management
Washington
$395K -$6.99K -17 -2%
FWM
2298
Finer Wealth Management
Massachusetts
$395K +$44.8K +109 +13%
PEA
2299
Park Edge Advisors
Ohio
$393K
HIMC
2300
Heritage Investors Management Corp
Maryland
$393K -$74.1K -180 -16%