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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 %
RWA
351
RGT Wealth Advisors
Texas
$41.1M -$10.7M -29,891 -21%
ETS
352
ESL Trust Services
New York
$41.1M +$337K +940 +0.8%
FA
353
Fiducient Advisors
Illinois
$41M -$819K -2,283 -2%
LWA
354
Lineweaver Wealth Advisors
Ohio
$40.9M +$941K +2,623 +2%
DP
355
Divergent Planning
Maryland
$40.9M +$270K +753 +0.7%
SIM
356
Strategic Investment Management
Virginia
$40.6M
FW
357
Fidato Wealth
Ohio
$40.2M +$401K +1,117 +1%
OWM
358
Orgel Wealth Management
Wisconsin
$40.2M -$4.24M -11,810 -10%
HA
359
Harfst & Associates
Wyoming
$40.2M +$140K +390 +0.3%
CWM
360
Curi Wealth Management
North Carolina
$40M +$4.19M +11,672 +12%
KFSC
361
Keystone Financial Services (Colorado)
Colorado
$40M +$124K +325 +0.3%
SHIM
362
Stone House Investment Management
Pennsylvania
$39.9M -$3.76M -10,490 -9%
PFA
363
Pettinga Financial Advisors
Indiana
$39.9M -$371K -1,035 -0.9%
KPWG
364
KFA Private Wealth Group
Virginia
$39.9M +$500K +1,395 +1%
CFGS
365
Concourse Financial Group Securities
Alabama
$39.8M +$1.17M +3,272 +3%
TSA
366
Tri-Star Advisors
Texas
$39.6M +$1.39M +3,803 +4%
HCC
367
Hirtle Callaghan & Co
Pennsylvania
$39.5M +$6.24M +17,385 +19%
VWA
368
Visionary Wealth Advisors
Illinois
$39.5M -$356K -994 -0.9%
UOMF
369
University of Massachusetts Foundation
Massachusetts
$39.3M +$7.52M +20,962 +24%
GW
370
GW & Wade
Massachusetts
$39.2M +$5.33M +14,874 +16%
DSA
371
Droms Strauss Advisors
Missouri
$39.2M -$790K -2,201 -2%
PA
372
Pinnacle Associates
New York
$38.8M +$820K +2,286 +2%
PIM
373
Parker Investment Management
California
$38.7M -$81.8K -228 -0.2%
OC
374
Oppenheimer & Co
New York
$38.7M +$507K +1,413 +1%
EW
375
Enzi Wealth
Texas
$38.7M +$38.7M +96,690 New