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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 %
CWP
2451
Core Wealth Partners
California
$323K
IC
2452
Innealta Capital
Texas
$323K
NAMP
2453
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$322K +$322K +750 New
WWP
2454
Waypoint Wealth Partners
California
$322K +$322K +749 New
DA
2455
Dover Advisors
Virginia
$321K -$10.8K -25 -3%
BWM
2456
BlackDiamond Wealth Management
New York
$319K -$2.51K -6 -0.8%
BBI
2457
Baxter Bros Inc
Connecticut
$318K +$318K +741 New
FCT
2458
Family Capital Trust
Massachusetts
$317K +$120K +280 +61%
GWA
2459
GGM Wealth Advisors
Maryland
$315K
SHFA
2460
SS&H Financial Advisors
Michigan
$314K +$314K +732 New
JWBC
2461
J.W. Burns & Co
New York
$314K
BFA
2462
Bill Few Associates
Pennsylvania
$313K -$19.3K -45 -6%
HBT
2463
Hills Bank & Trust
Iowa
$313K -$5.58K -13 -2%
NAMM
2464
NorthStar Asset Management (Massachusetts)
Massachusetts
$312K
MFG
2465
Monte Financial Group
Connecticut
$311K -$25.8K -60 -8%
GSC
2466
G&S Capital
Colorado
$309K -$325K -756 -51%
AWM
2467
AllSquare Wealth Management
New York
$308K
GCP
2468
Gill Capital Partners
Colorado
$307K -$134K -313 -30%
CMP
2469
Coston McIsaac & Partners
Maine
$307K
GCP
2470
GSA Capital Partners
United Kingdom
$304K +$74.7K +174 +33%
TIM
2471
Tevis Investment Management
Texas
$304K -$60.6K -141 -17%
RFN
2472
Redwood Financial Network
Ohio
$304K -$367K -854 -55%
DK
2473
David Kennon
Florida
$302K
BFIM
2474
Beese Fulmer Investment Management
Ohio
$302K +$3.87K +9 +1%
EAM
2475
Empirical Asset Management
Massachusetts
$301K +$19.3K +45 +7%