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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 %
SEIA
2376
Signature Estate & Investment Advisors
California
$385K -$12K -28 -3%
KOMWMG
2377
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$385K -$430 -1 -0.1%
GSB
2378
Greenfield Savings Bank
Massachusetts
$383K +$383K +892 New
FSA
2379
Financial Security Advisor
Virginia
$383K +$383K +887 New
MRCM
2380
M&R Capital Management
New Jersey
$382K +$60.6K +141 +19%
PWM
2381
Prentice Wealth Management
New York
$381K +$93.6K +218 +33%
HIMCH
2382
Hartford Investment Management Co (HIMCO)
Connecticut
$380K +$380K +886 New
TA
2383
TruWealth Advisors
Louisiana
$380K -$73.8K -172 -16%
NCM
2384
Neumann Capital Management
California
$380K
RIL
2385
Rothschild Investment LLC
Illinois
$379K -$6K -14 -2%
IP
2386
Ignite Planners
California
$378K +$60.1K +141 +19%
AAIM
2387
Asset Advisors Investment Management
Georgia
$377K -$42.9K -100 -10%
CP
2388
Covenant Partners
Tennessee
$376K
USB
2389
Union Savings Bank
Connecticut
$375K
LK
2390
Lumbard & Kellner
New Hampshire
$374K +$78.2K +182 +26%
DWA
2391
Douglass Winthrop Advisors
New York
$372K
UBG
2392
United Bank (Georgia)
Georgia
$371K -$429 -1 -0.1%
CWM
2393
CarsonAllaria Wealth Management
Illinois
$368K +$288K +669 +358%
IWP
2394
Invenio Wealth Partners
Florida
$366K +$29.2K +68 +9%
MAM
2395
McLean Asset Management
Virginia
$364K
PFG
2396
Prosperity Financial Group
California
$363K -$169K -393 -32%
NWA
2397
Navis Wealth Advisors
New York
$361K +$2.15K +5 +0.6%
FIM
2398
Freedom Investment Management
Connecticut
$360K -$2.96M -6,901 -89%
SHA
2399
Seneca House Advisors
Virginia
$360K -$6.08K -14 -2%
WA
2400
WealthTrust Axiom
Pennsylvania
$359K