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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 %
EL
2451
EWA LLC
Pennsylvania
$255K +$255K +617 New
ICM
2452
Intrepid Capital Management
Florida
$255K -$182K -443 -42%
TYCC
2453
Texas Yale Capital Corp
Florida
$255K
SFG
2454
Synergy Financial Group
California
$253K -$10.3K -25 -4%
NL
2455
Navalign LLC
California
$252K -$17.3K -42 -6%
FA
2456
Fiduciary Alliance
South Carolina
$252K -$47.3K -115 -16%
BC
2457
Bowman & Company
Wisconsin
$252K -$32.5K -79 -11%
BAM
2458
Byrne Asset Management
New Jersey
$252K -$19.7K -48 -7%
SWM
2459
Silverlake Wealth Management
Vermont
$251K +$26.3K +64 +12%
CPA
2460
Capital Planning Advisors
California
$251K -$25.9K -63 -9%
CPC
2461
Consolidated Planning Corp
Georgia
$251K
CF
2462
Copperwynd Financial
Arizona
$250K -$411 -1 -0.2%
POIA
2463
Pin Oak Investment Advisors
Texas
$249K
PAM
2464
Private Asset Management
California
$249K -$20.2K -49 -8%
KA
2465
Kearns & Associates
California
$249K
TA
2466
TFG Advisers
Michigan
$247K +$411 +1 +0.2%
AG
2467
Advocate Group
Minnesota
$247K
CBOR
2468
Community Bank of Raymore
Missouri
$247K
SWIG
2469
Strategic Wealth Investment Group
Kentucky
$247K -$25.1K -61 -9%
FWP
2470
Falcon Wealth Planning
California
$246K -$11.5K -28 -4%
RSS
2471
Rosenblum Silverman Sutton
California
$246K
AP
2472
Americana Partners
Texas
$244K -$22.2K -54 -8%
DIP
2473
DT Investment Partners
Pennsylvania
$244K -$53K -127 -18%
WWG
2474
West Wealth Group
California
$243K +$4.11K +10 +2%
TAM
2475
Taurus Asset Management
New York
$243K