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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 %
SFP
2276
Strategic Financial Planning
Texas
$493K
Members Trust
2277
Members Trust
Florida
$491K -$24.1K -56 -5%
BCMO
2278
Buckingham Capital Management (Ohio)
Ohio
$489K +$43.8K +102 +10%
SF
2279
Safeguard Financial
Wisconsin
$488K +$172K +400 +54%
MPIA
2280
Mountain Pacific Investment Advisers
Idaho
$487K
MBTD
2281
Mechanics Bank - Trust Department
California
$485K
HCM
2282
HMS Capital Management
Tennessee
$485K
PWP
2283
Principle Wealth Partners
Connecticut
$483K -$30.9K -72 -6%
ACM
2284
Argent Capital Management
Missouri
$483K
KAS
2285
KPP Advisory Services
Kentucky
$481K +$481K +1,121 New
SLT
2286
St Louis Trust
Missouri
$481K
VPIM
2287
Vanguard Personalized Indexing Management
California
$481K +$78.6K +183 +20%
BWM
2288
BNC Wealth Management
Oregon
$478K
AWM
2289
Activest Wealth Management
Florida
$477K +$477K +1,111 New
FFWM
2290
Future Financial Wealth Management
Ohio
$473K
CPC
2291
Consolidated Planning Corp
Georgia
$473K
PWA
2292
Provenance Wealth Advisors
Florida
$472K +$472K +1,098 New
ETIA
2293
Epic Trust Investment Advisors
Washington
$471K +$23.6K +55 +5%
ZIG
2294
Zuckerman Investment Group
Illinois
$471K +$19.3K +45 +4%
BST
2295
Bath Savings Trust
Maine
$470K +$267K +622 +132%
FWM
2296
FSA Wealth Management
Massachusetts
$468K +$164K +382 +54%
GWSG
2297
GPS Wealth Strategies Group
Colorado
$468K +$17.2K +40 +4%
LRPA
2298
L. Roy Papp & Associates
Arizona
$467K
ST
2299
Spinnaker Trust
Maine
$466K +$16.7K +39 +4%
DAM
2300
Delta Asset Management
Tennessee
$466K +$6.44K +15 +1%