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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 %
BFA
476
Beaumont Financial Advisors
Massachusetts
$27.6M +$3.31M +9,222 +14%
RA
477
Rational Advisors
New York
$27.6M -$10.4K -29 -0%
KFP
478
KB Financial Partners
New Jersey
$27.2M +$3.1M +8,637 +13%
BAG
479
Briggs Advisory Group
Rhode Island
$27.2M -$1.08K -3 -0%
GPA
480
Guidance Point Advisors
Massachusetts
$27.1M +$6.82K +19 +0%
FHC
481
Fort Henry Capital
West Virginia
$27.1M +$354K +987 +1%
BA
482
Bristlecone Advisors
Washington
$27.1M +$583K +1,625 +2%
TWC
483
TD Waterhouse Canada
Ontario, Canada
$26.9M +$769K +2,071 +3%
BWA
484
BDO Wealth Advisors
Florida
$26.8M +$1.11M +3,100 +4%
Jane Street
485
Jane Street
New York
$26.7M +$11.4M +31,879 +75%
HPC
486
Hobart Private Capital
North Carolina
$26.7M -$11M -30,732 -29%
B
487
Bailard
California
$26.7M -$4.62M -12,872 -15%
VCM
488
Verger Capital Management
North Carolina
$26.3M +$135K +376 +0.5%
T
489
TNF
Montana
$26.2M +$2.04M +5,648 +8%
SWM
490
SigFig Wealth Management
California
$26.2M +$11.4M +45,786 +77%
MSA
491
Marino Stram & Associates
Massachusetts
$26.1M +$705K +1,965 +3%
KTA
492
Keeley-Teton Advisors
Illinois
$26.1M +$639K +1,781 +3%
WWM
493
Western Wealth Management
Colorado
$25.9M +$1.47M +4,077 +6%
CWS
494
Cypress Wealth Services
California
$25.9M +$478K +1,313 +2%
FWM
495
Fairhaven Wealth Management
Illinois
$25.9M -$1.12M -3,134 -4%
GWM
496
GoalFusion Wealth Management
Texas
$25.5M +$1.03M +2,882 +4%
EWA
497
EP Wealth Advisors
California
$25.5M +$921K +2,569 +4%
RDFA
498
Ritter Daniher Financial Advisory
Ohio
$25.4M +$164K +456 +0.6%
CFO
499
Custos Family Office
Texas
$25.3M -$6.27M -17,494 -20%
BAM
500
Beaumont Asset Management
Texas
$25.3M -$465K -1,297 -2%