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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 %
TPW
2426
TL Private Wealth
Texas
$343K -$9.12K -21 -3%
AMBIA
2427
Allen Mooney & Barnes Investment Advisors
Georgia
$343K +$13.3K +31 +4%
SWM
2428
SFG Wealth Management
Maryland
$341K +$5.15K +12 +2%
SKK
2429
Shepherd Kaplan Krochuk
Massachusetts
$340K +$10.7K +25 +3%
GWAG
2430
Garrett Wealth Advisory Group
Texas
$340K -$859 -2 -0.3%
FWP
2431
Falcon Wealth Planning
California
$339K -$3.01K -7 -0.9%
SFG
2432
Sterling Financial Group
California
$337K -$107K -250 -24%
FNBTCON
2433
First National Bank & Trust Co of Newtown
Pennsylvania
$337K +$42.9K +100 +15%
RFN
2434
RDA Financial Network
Iowa
$336K +$10.7K +25 +3%
ESBC
2435
E.S. Barr & Co
Kentucky
$335K -$12.9K -30 -4%
QFA
2436
Quantum Financial Advisors
California
$335K -$155K -362 -32%
CNC
2437
Citizens & Northern Corp
Pennsylvania
$333K
EL
2438
EWA LLC
Pennsylvania
$333K +$59.7K +135 +22%
BFA
2439
Buttonwood Financial Advisors
Maryland
$333K +$333K +775 New
PW
2440
Peninsula Wealth
California
$331K +$1.27K +3 +0.4%
BIA
2441
Barry Investment Advisors
Massachusetts
$330K -$107K -247 -24%
FA
2442
Fagan Associates
New York
$329K
MIP
2443
Marietta Investment Partners
Wisconsin
$329K
MCM
2444
Manchester Capital Management
Vermont
$327K +$252K +587 +335%
RA
2445
Rockingstone Advisors
Massachusetts
$327K
SPWG
2446
Syntegra Private Wealth Group
Missouri
$326K +$28.8K +67 +10%
PD
2447
Planning Directions
Pennsylvania
$326K +$58.3K +136 +22%
WAM
2448
WealthTrust Asset Management
Florida
$325K
ACM
2449
Altrius Capital Management
North Carolina
$325K -$84.6K -197 -21%
SIC
2450
SJS Investment Consulting
Ohio
$324K -$88K -205 -21%