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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 %
TVWM
2651
Tower View Wealth Management
Wisconsin
$15K
CCMW
2652
Cypress Capital Management (Wyoming)
Wyoming
$15K
MDCM
2653
Morgan Dempsey Capital Management
Wisconsin
$14.6K +$14.6K +38 New
BLC
2654
Brown, Lisle/Cummings
Rhode Island
$14.2K
VF
2655
VitalStone Financial
Texas
$14K +$14K +38 New
SFCL
2656
Strengthening Families & Communities LLC
Massachusetts
$13K
WAM
2657
WFA Asset Management
Wisconsin
$12.4K
FCMT
2658
Founders Capital Management (Texas)
Texas
$11K
AWM
2659
Aspire Wealth Management
Massachusetts
$10.4K
HCM
2660
Highlander Capital Management
New Jersey
$10K
SFA
2661
Semmax Financial Advisors
North Carolina
$10K
SC
2662
Schubert & Co
Texas
$6.92K
WPWM
2663
Western Pacific Wealth Management
Illinois
$4.99K +$4.99K +13 New
CYG
2664
Clean Yield Group
Vermont
$4.61K
GI
2665
GS Investments
Minnesota
$3.57K
LFA
2666
LGT Financial Advisors
Texas
$3.11K +$3.11K +8 New
TWP
2667
TFO Wealth Partners
Ohio
$2.98K -$2.47M -23,197 -100%
PFG
2668
Piershale Financial Group
Illinois
$1.92K +$1.92K +5 New
AFG
2669
Albion Financial Group
Utah
$1.54K +$1.54K +4 New
TCOT
2670
Trust Company of Toledo
Ohio
$1.44K
DSC
2671
Duncker Streett & Co
Missouri
$1.15K
FA
2672
Fortis Advisors
Pennsylvania
$1.15K
KA
2673
Kozak & Associates
Colorado
$1K
CMP
2674
Coston McIsaac & Partners
Maine
$572 +$297 +772 +108%
WIM
2675
Westside Investment Management
California
$224 +$124 +322 +123%