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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 %
GWM
2426
Grand Wealth Management
Michigan
$276K
BIA
2427
Benchmark Investment Advisors
Illinois
$276K -$9.46K -23 -3%
CWP
2428
Cyndeo Wealth Partners
Florida
$275K -$16.9K -41 -6%
PWM
2429
Prentice Wealth Management
New York
$275K
CPP
2430
Capasso Planning Partners
South Carolina
$274K
HIA
2431
HTG Investment Advisors
Connecticut
$274K -$59.2K -144 -18%
SFWC
2432
Strategic Family Wealth Counselors
New Jersey
$273K +$822 +2 +0.3%
AIM
2433
Alhambra Investment Management
Florida
$273K -$46K -112 -14%
MIC
2434
Meridian Investment Counsel
California
$271K
QFA
2435
Quantum Financial Advisors
California
$271K +$271K +660 New
CHC
2436
City Holding Co
West Virginia
$271K -$6.17K -15 -2%
LWMG
2437
Levy Wealth Management Group
Pennsylvania
$271K +$823 +2 +0.3%
PFA
2438
Professional Financial Advisors
Nebraska
$271K +$271K +597 New
PIM
2439
Penobscot Investment Management
Massachusetts
$270K
EAM
2440
Empirical Asset Management
Massachusetts
$269K +$1.23K +3 +0.5%
EF
2441
Empirical Finance
Pennsylvania
$264K +$264K +643 New
HIS
2442
Harvest Investment Services
Illinois
$263K
HTHT
2443
Hemenway Trust Hemenway Trust
New Hampshire
$261K
OPCM
2444
Osborne Partners Capital Management
California
$261K -$106K -259 -29%
FLA
2445
Financial Life Advisors
Texas
$258K +$258K +628 New
LF
2446
LifeSteps Financial
California
$258K
AIS
2447
AM Investment Strategies
Tennessee
$257K
HHAA
2448
Henry H. Armstrong Associates
Pennsylvania
$257K
PD
2449
Planning Directions
Pennsylvania
$256K -$49.3K -120 -16%
TI
2450
Tidal Investments
Wisconsin
$255K +$255K +620 New