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iShares Core S&P 500 ETF

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M
Name Holding Trade Value Shares
Change
Shares
Change %
TBC
2526
Ted Buchan & Co
California
$218K +$218K +568 New
MFS
2527
Madrona Financial Services
Washington
$218K -$13.4K -35 -6%
OHWA
2528
Oak Hill Wealth Advisors
Virginia
$218K +$218K +567 New
HBT
2529
Hills Bank & Trust
Iowa
$217K -$19.2K -50 -8%
GA
2530
GoalVest Advisory
New York
$216K
FBA
2531
Front Barnett Associates
Illinois
$216K
LG
2532
LaFleur & Godfrey
Michigan
$215K
BWL
2533
Beacon Wealthcare LLC
North Carolina
$213K -$25K -65 -10%
SAM
2534
SP Asset Management
California
$213K +$213K +554 New
CFA
2535
Compass Financial Advisors
Indiana
$212K +$212K +552 New
ONST
2536
Old North State Trust
North Carolina
$211K -$6.14K -16 -3%
UCI
2537
Uncommon Cents Investing
Wisconsin
$211K +$211K +549 New
SWM
2538
Silverlake Wealth Management
Vermont
$210K +$210K +547 New
ZCM
2539
Ziegler Capital Management
Illinois
$210K +$210K +546 New
TNAM
2540
Terra Nova Asset Management
New York
$209K -$73.8K -192 -26%
SAI
2541
Systematic Alpha Investments
New Jersey
$209K +$209K +544 New
DCM
2542
DGS Capital Management
New Jersey
$208K +$208K +542 New
SFMG
2543
Sage Financial Management Group
Virginia
$207K +$207K +540 New
AFS
2544
AFG Fiduciary Services
Massachusetts
$207K +$207K +538 New
BFG
2545
Barber Financial Group
Kansas
$206K -$29.2K -76 -12%
GF
2546
Goodman Financial
Texas
$206K +$206K +535 New
FPIS
2547
Financial Planning & Information Services
Wisconsin
$206K +$206K +535 New
OPOWM
2548
One Plus One Wealth Management
Florida
$204K -$41.9K -109 -17%
SBIA
2549
Sheaff Brock Investment Advisors
Indiana
$203K -$67.6K -176 -25%
VNA
2550
Valley National Advisers
Pennsylvania
$203K -$7.93K -20 -4%