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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 %
TA
551
Teramo Advisors
Florida
$21.5M -$5.38M -15,000 -20%
IDA
552
Intelligence Driven Advisers
California
$21.3M +$1.72M +4,578 +9%
DZ Bank
553
DZ Bank
Germany
$21.3M -$359 -1 -0%
SA
554
Stewardship Advisors
Pennsylvania
$21.3M -$5.12M -14,286 -19%
BHWM
555
Bay Harbor Wealth Management
Maryland
$21.2M +$1.31M +3,661 +7%
FCA
556
FinTrust Capital Advisors
South Carolina
$21.2M +$1.2M +3,228 +6%
GRP
557
Global Retirement Partners
California
$21.2M +$468K +1,207 +2%
CFP
558
Cypress Financial Planning
New Jersey
$21.2M +$1.35M +3,767 +7%
MM
559
Meridian Management
Arkansas
$21.1M +$608K +1,696 +3%
SQA
560
Simon Quick Advisors
New Jersey
$21M -$98.3K -274 -0.5%
SIAM
561
Sterling Investment Advisors (Missouri)
Missouri
$20.9M -$381K -1,063 -2%
CIA
562
Capital Investment Advisors
Georgia
$20.9M +$119K +332 +0.6%
SSWM
563
Sheets Smith Wealth Management
North Carolina
$20.8M +$350K +976 +2%
RHBC
564
R.H. Bluestein & Co
Michigan
$20.8M +$1.71M +4,772 +9%
DCM
565
Disciplina Capital Management
Tennessee
$20.7M +$20.2M +56,364 +3,903%
WEG
566
World Equity Group
Illinois
$20.6M +$4.24M +11,814 +26%
WPW
567
Waldron Private Wealth
Pennsylvania
$20.6M +$2.64M +7,370 +15%
IFPG
568
Intrepid Financial Planning Group
Indiana
$20.5M -$97.6K -272 -0.5%
BWIA
569
Bryant Woods Investment Advisors
New York
$20.5M +$210K +585 +1%
GIA
570
Gladstone Institutional Advisory
Florida
$20.5M +$1.52M +4,245 +8%
KWS
571
Keystone Wealth Services
California
$20.5M +$44.5K +124 +0.2%
OGF
572
Orin Green Financial
California
$20.5M +$3.91M +10,899 +24%
DWT
573
Dorsey & Whitney Trust
South Dakota
$20.4M +$4.07M +11,350 +25%
BFS
574
Bard Financial Services
Connecticut
$20.3M
TC
575
TownSquare Capital
Utah
$20.2M +$1.32M +3,671 +7%