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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 %
STA
376
Summit Trail Advisors
New York
$38.4M +$162K +453 +0.4%
RCM
377
Requisite Capital Management
Texas
$38.2M +$3.26M +9,076 +9%
MCM
378
MV Capital Management
Maryland
$38.1M +$3.71M +10,335 +11%
BHWM
379
Bar Harbor Wealth Management
New Hampshire
$37.6M +$539K +1,503 +1%
RVPG
380
Relative Value Partners Group
$37.6M +$372K +1,037 +1%
HWAM
381
Hennion & Walsh Asset Management
New Jersey
$37.5M +$14.5M +40,461 +63%
CB
382
Community Bank
New York
$37.5M -$29.1K -81 -0.1%
AL
383
Aspiriant LLC
California
$37.4M +$105K +293 +0.3%
CWM
384
Cranbrook Wealth Management
Michigan
$37.2M -$790K -2,203 -2%
RCA
385
Resonant Capital Advisors
Wisconsin
$37.1M +$1.89M +5,276 +5%
PWM
386
PRW Wealth Management
Massachusetts
$37M +$1.38M +3,840 +4%
AIP
387
Ameritas Investment Partners
Nebraska
$37M -$5.79M -16,145 -14%
BOS
388
Bank of Stockton
California
$36.9M +$1.7M +4,753 +5%
WDL
389
Well Done LLC
Michigan
$36.8M -$334K -931 -0.9%
WA
390
Wealth Alliance
New York
$36.7M +$3.9M +10,884 +12%
BOCM
391
Bontempo Ohly Capital Management
Maryland
$36.6M +$468K +1,305 +1%
FPGK
392
Financial Partners Group (Kansas)
Kansas
$36.6M +$1.05M +2,918 +3%
EIA
393
Eldridge Investment Advisors
New Hampshire
$36.6M -$770K -2,146 -2%
WI
394
Wintrust Investments
Illinois
$36.1M +$2.77M +7,716 +8%
GWM
395
GDS Wealth Management
Texas
$36M +$1.98M +5,527 +6%
BG
396
Benedetti & Gucer
Georgia
$35.6M +$703K +1,960 +2%
CPSAC
397
Chas P. Smith & Associates (CPS)
Florida
$35.5M +$131K +366 +0.4%
ST
398
Smithfield Trust
Pennsylvania
$35.5M +$4.97M +13,852 +16%
MG
399
Mather Group
Illinois
$35.4M +$233K +650 +0.7%
MWM
400
MBE Wealth Management
Wisconsin
$35.3M +$1.5M +4,179 +4%