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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 %
EB
2326
Eastern Bank
Massachusetts
$439K +$9.45K +22 +2%
GDP
2327
Great Diamond Partners
Maine
$437K +$437K +1,018 New
TNA
2328
True North Advisors
Texas
$437K +$32.2K +75 +8%
MCM
2329
Morton Capital Management
California
$435K
CRWM
2330
Castle Rock Wealth Management
California
$434K +$107K +248 +33%
CSB
2331
City State Bank
Iowa
$434K
AWM
2332
Austin Wealth Management
Texas
$433K +$433K +947 New
CG
2333
Cutler Group
California
$433K -$6.87K -16 -2%
HAIM
2334
Hunter Associates Investment Management
Pennsylvania
$433K +$433K +1,009 New
MA
2335
Mezzasalma Advisors
New Jersey
$431K -$5.15K -12 -1%
CWM
2336
Chesapeake Wealth Management
Virginia
$431K +$189K +441 +78%
TCM
2337
Tandem Capital Management
New Jersey
$429K +$4.29K +10 +1%
SDWIA
2338
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$428K -$43K -100 -9%
FNBSF
2339
First National Bank Sioux Falls
South Dakota
$427K
OHWP
2340
Oak Harbor Wealth Partners
North Carolina
$426K -$193K -450 -31%
UWM
2341
USAdvisors Wealth Management
Minnesota
$426K +$36.5K +85 +9%
NW
2342
Naviter Wealth
Arkansas
$425K -$11.2K -26 -3%
GWA
2343
Geometric Wealth Advisors
District of Columbia
$425K -$132K -307 -24%
GG
2344
Gleason Group
Kentucky
$423K -$859 -2 -0.2%
PFG
2345
Pinnacle Financial Group
Illinois
$422K -$15.9K -37 -4%
CFA
2346
Capstone Financial Advisors
Illinois
$421K +$70.4K +164 +20%
AFG
2347
Altiora Financial Group
Ohio
$420K -$215K -500 -34%
AWM
2348
Aberdeen Wealth Management
Illinois
$419K
SIAG
2349
Safeguard Investment Advisory Group
California
$419K -$10.3K -24 -2%
CWP
2350
CFM Wealth Partners
Texas
$418K -$5.58K -13 -1%