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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 %
VA
701
Valmark Advisers
Ohio
$13.7M +$481K +1,341 +4%
FNT
702
First National Trust
Pennsylvania
$13.7M +$40.5K +113 +0.3%
MWP
703
Moller Wealth Partners
$13.7M +$21.9K +61 +0.2%
HI
704
Harbour Investments
Wisconsin
$13.6M
WSFS
705
Wilmington Savings Fund Society
Delaware
$13.6M -$232K -647 -2%
SBLIC
706
Security Benefit Life Insurance Company
Kansas
$13.5M
OBWG
707
Onyx Bridge Wealth Group
New York
$13.5M +$1.52M +4,254 +13%
CA
708
CoreCap Advisors
Michigan
$13.5M +$521K +1,452 +4%
SFG
709
Snider Financial Group
Washington
$13.4M +$3.57M +9,405 +36%
AWM
710
Adams Wealth Management
Utah
$13.4M +$13.4M +37,300 New
BJL
711
Brighton Jones LLC
Washington
$13.3M -$87.9K -245 -0.7%
Millennium Management
712
Millennium Management
New York
$13.3M -$7.23M -20,156 -35%
EWM
713
EPG Wealth Management
Georgia
$13.3M +$19.4K +54 +0.1%
ACM
714
Advisors Capital Management
New Jersey
$13.2M +$8.39M +21,137 +173%
RIA
715
Richwood Investment Advisors
Ohio
$13.1M -$85.4K -238 -0.6%
HC
716
Hoese & Co
Minnesota
$13.1M +$260K +725 +2%
NB
717
Northwest Bancshares
Pennsylvania
$13M -$376K -1,048 -3%
HSWM
718
Hubbell Strickland Wealth Management
Louisiana
$13M +$775K +2,161 +6%
SS
719
Sunbelt Securities
Texas
$13M +$1.64M +4,567 +14%
CAC
720
Certified Advisory Corp
Florida
$12.9M +$269K +749 +2%
HR
721
Hardy Reed
Mississippi
$12.8M -$16.5K -46 -0.1%
CL
722
Choreo LLC
Illinois
$12.8M +$188K +524 +1%
LA
723
Lynch & Associates
Indiana
$12.8M +$321K +894 +3%
VCP
724
Verus Capital Partners
Arizona
$12.7M +$2.2M +6,141 +21%
Lido Advisors
725
Lido Advisors
California
$12.7M -$454K -1,172 -3%