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iShares Core S&P 500 ETF

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
ANB
301
Amarillo National Bank
Texas
$51.3M +$2.88M +8,028 +6%
ASN
302
Advisory Services Network
Georgia
$51M +$6.87M +19,159 +16%
RA
303
RFG Advisory
Alabama
$50.5M -$1.26M -3,273 -2%
LFG
304
Leverty Financial Group
Wisconsin
$50.3M +$789K +2,198 +2%
DWM
305
Destination Wealth Management
California
$50.2M +$1.07M +2,988 +2%
I
306
INVST
Indiana
$49.7M +$1M +2,771 +2%
APCM
307
Alaska Permanent Capital Management
Alaska
$49.6M +$411K +1,145 +0.8%
CA
308
Crewe Advisors
Utah
$49.2M +$3.25M +9,062 +7%
MHS
309
M Holdings Securities
Oregon
$48.9M -$6.9M -19,232 -12%
CCP
310
Corient Capital Partners
California
$48.7M +$46.6M +490,408 +2,190%
AA
311
ALPS Advisors
Colorado
$48.7M -$1.84M -5,120 -4%
BF
312
BOK Financial
Oklahoma
$48.7M +$4.18M +11,655 +9%
VFA
313
Voya Financial Advisors
Connecticut
$48.3M +$2.64M +7,252 +6%
RTS
314
Round Table Services
New Jersey
$48.2M -$223K -621 -0.5%
WTC
315
WhitTier Trust Company
Nevada
$47.9M +$5.98M +16,677 +14%
RSWM
316
Robertson Stephens Wealth Management
California
$47.8M -$9.03M -25,173 -16%
PFG
317
PAX Financial Group
Texas
$47M -$112K -312 -0.2%
CWM
318
Cahill Wealth Management
Michigan
$47M -$1.09M -3,030 -2%
KWMG
319
King Wealth Management Group
Florida
$46.7M +$1.28M +3,557 +3%
SAS
320
Sage Advisory Services
Texas
$46.6M +$22.9M +63,956 +97%
FIA
321
Foundations Investment Advisors
Arizona
$46.5M +$10M +27,956 +28%
AI
322
Accredited Investors
Minnesota
$46.4M +$1.59M +4,423 +4%
NEPPG
323
New England Professional Planning Group
Rhode Island
$46.3M +$1.09M +3,033 +2%
MFA
324
Mayflower Financial Advisors
Massachusetts
$46M -$345K -1,103 -0.7%
SYBT
325
Stock Yards Bank & Trust
Kentucky
$45.8M +$2.93M +8,165 +7%