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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 %
RWMH
676
Riverpoint Wealth Management Holdings
Illinois
$14.8M -$22.6K -63 -0.2%
BWP
677
Bernardo Wealth Planning
Pennsylvania
$14.7M +$68K +181 +0.5%
BWCS
678
Beirne Wealth Consulting Services
Connecticut
$14.7M -$366K -1,019 -2%
CWA
679
Centennial Wealth Advisory
Michigan
$14.6M +$10.6M +29,525 +263%
WJA
680
Willis Johnson & Associates
Texas
$14.6M -$1.04M -2,913 -7%
SF
681
Summit Financial
New Jersey
$14.5M +$1.88M +5,234 +15%
HI
682
Human Investing
Oregon
$14.5M -$1.24M -3,458 -8%
NFG
683
Nations Financial Group
Iowa
$14.4M +$1.62M +4,518 +13%
PPWM
684
PFG Private Wealth Management
Florida
$14.4M +$7.16M +19,968 +99%
PGA
685
Portland Global Advisors
Maine
$14.4M +$449K +1,252 +3%
MFC
686
Morris Financial Concepts
South Carolina
$14.3M +$830K +2,314 +6%
SWA
687
Stratos Wealth Advisors
Ohio
$14.3M -$11.8M -33,027 -45%
EWM
688
Evermay Wealth Management
Virginia
$14.3M -$164K -458 -1%
KPW
689
Kore Private Wealth
New York
$14.2M +$185K +517 +1%
IC
690
Iconiq Capital
California
$14.2M +$29.8K +83 +0.2%
VC
691
Vestor Capital
Illinois
$14.2M +$290K +809 +2%
SIG
692
Stonegate Investment Group
Alabama
$14.1M
TA
693
Tiedemann Advisors
New York
$14M -$2.03M -5,665 -13%
PFP
694
Pinnacle Financial Partners
Tennessee
$14M +$2.13M +5,939 +18%
FCI
695
Financial Counselors Inc
Kansas
$14M +$708K +1,974 +5%
PFM
696
Patton Fund Management
Texas
$13.8M +$8.1M +22,594 +142%
HIG
697
Heritage Investment Group
Florida
$13.8M -$599K -1,670 -4%
VWA
698
VERITY Wealth Advisors
United States
$13.8M
Allianz Asset Management
699
Allianz Asset Management
Germany
$13.8M +$10.3M +28,701 +295%
CAG
700
Csenge Advisory Group
Florida
$13.7M +$7.17M +19,979 +109%