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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 %
TWA
2351
Talisman Wealth Advisors
New Jersey
$415K +$15.9K +37 +4%
FWM
2352
Finer Wealth Management
Massachusetts
$415K -$49.8K -116 -11%
ECM
2353
Elgethun Capital Management
South Dakota
$414K +$150K +349 +57%
MAM
2354
MWA Asset Management
Massachusetts
$414K +$414K +964 New
FSA
2355
Financial Sense Advisors
California
$411K +$18.9K +44 +5%
WA
2356
Wealthstream Advisors
New York
$408K
CA
2357
Cambridge Advisors
Nebraska
$405K
CPRC
2358
Consolidated Portfolio Review Corp
New York
$404K -$17.6K -41 -4%
WOC
2359
West Oak Capital
California
$404K +$98K +228 +32%
WA
2360
Wambolt & Associates
Colorado
$401K -$58K -135 -13%
HCMG
2361
Howard Capital Management Group
California
$401K +$429 +1 +0.1%
AWM
2362
Accurate Wealth Management
Florida
$401K +$37.7K +86 +10%
RB
2363
Richmond Brothers
Michigan
$395K +$6.01K +14 +2%
OFP
2364
OLIO Financial Planning
Virginia
$394K +$1.29K +3 +0.3%
FSG
2365
Financial Strategies Group
Michigan
$393K +$31.1K +71 +9%
LWM
2366
Lodestone Wealth Management
Washington
$392K -$6.44K -15 -2%
RCG
2367
Rock Creek Group
District of Columbia
$392K
NIM
2368
Nicollet Investment Management
Minnesota
$391K -$8.59K -20 -2%
SAM
2369
Sequent Asset Management
Texas
$390K
UFF
2370
USA Financial Formulas
Michigan
$389K -$52K -121 -12%
FCCM
2371
First City Capital Management
Georgia
$387K
RCG
2372
Regatta Capital Group
California
$387K -$19.8K -46 -5%
SWK
2373
Stephen W. Kidder
$386K -$42.9K -100 -10%
CCA
2374
Cravens & Co Advisors
Tennessee
$386K
MA
2375
MAS Advisors
Florida
$386K -$8.59K -20 -2%