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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 %
DWA
2576
Dougherty Wealth Advisers
Minnesota
$129K
FCG
2577
Financial Connections Group
California
$127K
CH
2578
Canton Hathaway
Rhode Island
$126K
DWA
2579
Delos Wealth Advisors
Texas
$125K -$24.6K -64 -16%
MIM
2580
MTM Investment Management
South Carolina
$124K -$13.4K -35 -10%
RPCA
2581
Running Point Capital Advisors
California
$124K
BIA
2582
Bell Investment Advisors
California
$122K +$1.15K +3 +0.9%
CQS
2583
Credential Qtrade Securities
$119K +$119K +310 New
AF
2584
Arrow Financial
New York
$118K
AWM
2585
Accel Wealth Management
Iowa
$112K +$384 +1 +0.3%
RF
2586
Robbins Farley
New Hampshire
$108K
GWSA
2587
Global Wealth Strategies & Associates
Colorado
$105K +$105K +273 New
IBOK
2588
Independence Bank of Kentucky
Kentucky
$103K +$4.21K +11 +4%
EE
2589
EWG Elevate
California
$101K +$101K +264 New
AIM
2590
Anchor Investment Management
South Carolina
$97.6K +$1.92K +5 +2%
CM
2591
Cornerstone Management
Georgia
$97.2K
WWM
2592
Wolff Wiese Magana
California
$96.8K -$278K -723 -74%
PAIM
2593
Punch & Associates Investment Management
Minnesota
$96.8K
HCP
2594
Hexagon Capital Partners
Arkansas
$94.4K +$53.3K +139 +130%
MSFP
2595
Mark Sheptoff Financial Planning
Connecticut
$91.4K
AWM
2596
Ameliora Wealth Management
Switzerland
$89.9K
DF
2597
DecisionPoint Financial
Arizona
$86.4K +$86.4K +225 New
KFO
2598
Kopp Family Office
Minnesota
$86K -$4.24K -11 -5%
PCM
2599
Perritt Capital Management
Illinois
$81.1K +$81.1K +211 New
CAM
2600
Costello Asset Management
Pennsylvania
$76.5K