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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 %
CIBC Asset Management
651
CIBC Asset Management
Ontario, Canada
$15.9M -$9.61M -26,794 -38%
SMG
652
Smart Money Group
Texas
$15.7M +$872K +2,431 +6%
KWM
653
Keebeck Wealth Management
Illinois
$15.7M +$1.95M +5,445 +14%
PWMG
654
Provence Wealth Management Group
California
$15.7M +$1.8M +5,007 +13%
BWFA
655
Baltimore-Washington Financial Advisors
Maryland
$15.7M +$2.2M +4,616 +16%
NVCHI
656
New Vernon Capital Holdings II
New Jersey
$15.6M -$17.8M -49,594 -53%
Parallax Volatility Advisers
657
Parallax Volatility Advisers
California
$15.6M +$5.63M +15,688 +56%
IIC
658
Integrated Investment Consultants
Michigan
$15.6M +$11.8K +33 +0.1%
SC
659
Scotia Capital
Ontario, Canada
$15.5M -$743K -2,072 -5%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$15.4M +$2.86M +7,983 +23%
PFGIA
661
Patriot Financial Group Insurance Agency
Massachusetts
$15.3M +$622K +1,734 +4%
JFG
662
JMG Financial Group
Illinois
$15.2M +$945K +2,636 +7%
SF
663
Synovus Financial
Georgia
$15.2M +$497K +1,386 +3%
LSAG
664
Lake Street Advisors Group
New Hampshire
$15.2M +$4.98M +13,885 +49%
SIA
665
Soltis Investment Advisors
Utah
$15.1M -$169K -470 -1%
NCM
666
Next Capital Management
New York
$15.1M +$697K +1,943 +5%
CAWM
667
Capital Advisors Wealth Management
Washington
$15M +$534K +1,490 +4%
CPIG
668
Chicago Partners Investment Group
Illinois
$15M +$1.1M +2,880 +8%
Squarepoint
669
Squarepoint
New York
$14.9M +$14.9M +41,674 New
BHIA
670
Birch Hill Investment Advisors
Massachusetts
$14.9M +$72.4K +202 +0.5%
SWMG
671
Sanchez Wealth Management Group
Florida
$14.9M +$6.81K +19 +0%
CCFM
672
Clear Creek Financial Management
Washington
$14.8M +$574K +1,601 +4%
HR
673
Howe & Rusling
New York
$14.8M +$447K +1,247 +3%
MWM
674
Modera Wealth Management
New Jersey
$14.8M -$148K -413 -1%
Treasurer of the State of North Carolina
675
Treasurer of the State of North Carolina
North Carolina
$14.8M +$5.77M +16,082 +64%