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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 %
POIA
2401
Pin Oak Investment Advisors
Texas
$359K
SIA
2402
SkyView Investment Advisors
New Jersey
$359K +$133K +309 +59%
TFA
2403
Tobias Financial Advisors
Florida
$358K +$358K +834 New
FPGT
2404
Financial Partners Group (Tennessee)
Tennessee
$357K
RTC
2405
Riverview Trust Company
Washington
$356K +$303K +705 +564%
LDB
2406
Lee, Danner & Bass
Tennessee
$355K -$32.2K -75 -8%
LA
2407
LVW Advisors
New York
$354K -$3.44K -8 -1%
RCS
2408
Retirement Capital Strategies
California
$354K
KV
2409
Kickstand Ventures
New York
$353K +$353K +821 New
AIM
2410
Avity Investment Management
Connecticut
$352K
MG
2411
MilWealth Group
Wisconsin
$351K -$46.8K -109 -12%
CFFP
2412
Center for Financial Planning
Michigan
$351K +$41.2K +96 +13%
PEA
2413
Park Edge Advisors
Ohio
$351K -$32.2K -75 -8%
EP
2414
EPIQ Partners
Minnesota
$350K +$29.2K +68 +9%
AA
2415
Aire Advisors
California
$349K +$349K +813 New
MAWA
2416
Moss Adams Wealth Advisors
Washington
$348K
MIC
2417
Meridian Investment Counsel
California
$348K
HVIA
2418
Hudson Valley Investment Advisors
New York
$348K +$15K +35 +5%
PAWA
2419
Palo Alto Wealth Advisors
California
$347K
EA
2420
Ellsworth Advisors
Ohio
$347K +$57.9K +135 +20%
RW
2421
RVW Wealth
California
$347K
BC
2422
Bowman & Company
Wisconsin
$346K +$85.3K +198 +33%
ISWM
2423
Independent Solutions Wealth Management
New York
$345K +$112K +260 +48%
CAM
2424
Columbia Asset Management
Michigan
$345K
CAP
2425
Columbia Advisory Partners
Washington
$344K +$5.15K +12 +2%