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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 %
RCS
2351
Retirement Capital Strategies
California
$339K
AIM
2352
Avity Investment Management
Connecticut
$337K
OFP
2353
OLIO Financial Planning
Virginia
$336K +$80.2K +195 +31%
CNC
2354
Citizens & Northern Corp
Pennsylvania
$335K
MA
2355
Mezzasalma Advisors
New Jersey
$334K -$11.5K -28 -3%
RCG
2356
Regatta Capital Group
California
$333K
HVIA
2357
Hudson Valley Investment Advisors
New York
$333K -$65K -158 -16%
TPW
2358
TL Private Wealth
Texas
$332K -$17.3K -42 -5%
CWA
2359
Continuum Wealth Advisors
New York
$328K -$8.22K -20 -2%
GWAG
2360
Garrett Wealth Advisory Group
Texas
$326K
AC
2361
AIFG Consultants
New York
$326K +$411 +1 +0.1%
SMH
2362
Sanders Morris Harris
Texas
$326K +$326K +793 New
ACM
2363
Alpha Capital Management
Texas
$326K
RIL
2364
Rothschild Investment LLC
Illinois
$325K +$56.3K +137 +21%
ZIG
2365
Zuckerman Investment Group
Illinois
$323K
CRI
2366
Colonial River Investments
Virginia
$323K -$4.42M -10,746 -93%
MIP
2367
Marietta Investment Partners
Wisconsin
$321K
OWA
2368
Octavia Wealth Advisors
Ohio
$320K -$46K -112 -13%
PW
2369
Peninsula Wealth
California
$320K +$1.23K +3 +0.4%
DA
2370
Dover Advisors
Virginia
$319K -$10.3K -25 -3%
BFA
2371
Bill Few Associates
Pennsylvania
$318K +$10.3K +25 +3%
CWP
2372
Concord Wealth Partners
Virginia
$316K -$188K -458 -37%
FA
2373
Fagan Associates
New York
$315K
AMBIA
2374
Allen Mooney & Barnes Investment Advisors
Georgia
$315K -$1.65K -4 -0.5%
ST
2375
Sabal Trust
Florida
$314K +$55.5K +135 +21%