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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 %
Daiwa Securities Group
601
Daiwa Securities Group
Japan
$18.3M +$1.63M +4,556 +10%
LF
602
Lantz Financial
Illinois
$18.2M +$1.03M +2,864 +6%
SLF
603
Sun Life Financial
Ontario, Canada
$18.2M
LWA
604
LWS Wealth Advisors
New Jersey
$18.2M +$719K +2,005 +4%
SL
605
Sentinus LLC
Illinois
$18.1M +$18.1M +41,672 New
EWA
606
Exencial Wealth Advisors
Oklahoma
$18.1M +$391K +1,089 +2%
MFG
607
Monumental Financial Group
Maryland
$18M +$3.06M +8,543 +21%
UFA
608
US Financial Advisors
Massachusetts
$18M -$790K -2,202 -4%
CWM
609
Campbell Wealth Management
Virginia
$17.9M -$247K -689 -1%
CP
610
Capital Planning
Washington
$17.9M +$317K +884 +2%
WCM
611
WealthBridge Capital Management
Ohio
$17.9M
EBA
612
Eagle Bay Advisors
New York
$17.9M +$1.7M +4,738 +11%
MC
613
Middleton & Co
Massachusetts
$17.8M -$249K -694 -1%
CFGF
614
Compass Financial Group (Florida)
Florida
$17.8M -$71K -198 -0.4%
NGA
615
Naples Global Advisors
Florida
$17.6M +$2.76M +7,687 +19%
KCM
616
Kanawha Capital Management
Virginia
$17.6M +$770K +2,147 +5%
DCM
617
Dimension Capital Management
Florida
$17.6M -$183K -509 -1%
AIA
618
Avalon Investment & Advisory
Texas
$17.6M +$805K +2,244 +5%
CWM
619
Congress Wealth Management
Massachusetts
$17.6M -$484K -1,350 -3%
KPWS
620
Kestra Private Wealth Services
Texas
$17.5M +$2.75M +7,655 +19%
SCA
621
Stonebridge Capital Advisors
Minnesota
$17.5M -$277K -771 -2%
PPW
622
PACK Private Wealth
Minnesota
$17.5M +$732K +2,040 +4%
RWA
623
River Wealth Advisors
Pennsylvania
$17.4M +$365K +1,019 +2%
ERWM
624
Elk River Wealth Management
Colorado
$17.3M +$277K +771 +2%
TWM
625
Trevian Wealth Management
Massachusetts
$17.2M +$359 +1 +0%