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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 %
GLA
401
Great Lakes Advisors
Illinois
$35.2M -$2.86M -7,975 -8%
LWM
402
Liberty Wealth Management
California
$35.2M +$1.92M +5,348 +6%
DE
403
Day & Ennis
Georgia
$35.1M +$728K +2,029 +2%
MIAN
404
Mariner Independent Advisor Network
Kansas
$35.1M +$6.06M +16,910 +21%
FWA
405
FOCUS Wealth Advisors
Texas
$34.9M -$734K -2,046 -2%
TA
406
Townsend & Associates
Colorado
$34.7M +$2.12M +5,527 +7%
GF
407
Gries Financial
Ohio
$34.5M +$357K +994 +1%
CPW
408
Crestmont Private Wealth
Texas
$34.5M +$1.74M +4,859 +5%
SL
409
SWMG LLC
Texas
$34.4M +$34.4M +95,999 New
HNB
410
Huntington National Bank
Ohio
$34.4M -$37.3M
LNC
411
Lincoln National Corp
Pennsylvania
$34.3M -$624K -1,741 -2%
SMG
412
Spectrum Management Group
Indiana
$34.2M +$6.27M +17,478 +22%
SG
413
StoneX Group
New York
$34.2M +$5.5M +15,346 +19%
OAP
414
One Advisory Partners
Kansas
$34.1M +$2.36M +6,583 +7%
CG
415
Colony Group
Massachusetts
$33.9M +$1.03M +2,869 +3%
TGAM
416
TBH Global Asset Management
Tennessee
$33.5M +$2.01M +5,606 +6%
IWMA
417
Ironwood Wealth Management (Arizona)
Arizona
$33.4M
SMC
418
Smith, Moore & Co
Missouri
$33.3M +$4.35M +12,135 +15%
KFP
419
KMG Fiduciary Partners
Ohio
$33.3M -$5.48M -15,270 -14%
TCM
420
TD Capital Management
Tennessee
$33M +$263K +733 +0.8%
MSA
421
McAlister Sweet & Associates
Texas
$33M +$18.9M +52,689 +134%
BFA
422
BMS Financial Advisors
South Dakota
$32.9M +$11.8M +32,880 +56%
HCMT
423
Highland Capital Management (Tennessee)
Tennessee
$32.5M -$415K -1,158 -1%
IA
424
IFP Advisors
Florida
$32.4M +$6.9M +32,488 +27%
SCA
425
Snowden Capital Advisors
New York
$32.4M -$2.17M -6,050 -6%