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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 %
AWM
751
Abound Wealth Management
Tennessee
$11.8M +$3.05M +8,510 +35%
FA
752
Fountainhead AM
New Jersey
$11.7M +$7.49M +20,876 +178%
OCM
753
One Capital Management
California
$11.7M -$1.37M -3,828 -11%
DWM
754
Doyle Wealth Management
Florida
$11.6M +$1.31M +3,648 +13%
Retirement Systems of Alabama
755
Retirement Systems of Alabama
Alabama
$11.6M +$7.6M +21,200 +192%
WHG
756
Westwood Holdings Group
Texas
$11.6M -$441K -1,230 -4%
TC
757
TAGStone Capital
North Carolina
$11.5M -$8.25K -23 -0.1%
BRM
758
Boston Research & Management
Massachusetts
$11.5M +$54.5K +152 +0.5%
D
759
Diversified
Delaware
$11.5M +$1.41M +3,931 +14%
SWM
760
Scissortail Wealth Management
Oklahoma
$11.4M +$300K +798 +3%
IDBONY
761
Israel Discount Bank of New York
New York
$11.4M -$91.8K -256 -0.8%
SFG
762
StrategIQ Financial Group
Indiana
$11.4M +$68.9K +192 +0.6%
CFO
763
CVA Family Office
Colorado
$11.3M -$423K -1,180 -4%
BFM
764
Broadview Financial Management
Wisconsin
$11.3M -$21.5K -60 -0.2%
FAM
765
Frontier Asset Management
Wyoming
$11.3M -$485K -1,351 -4%
GVAG
766
Great Valley Advisor Group
Delaware
$11.3M -$2.46M -6,860 -18%
PGFC
767
Peapack-Gladstone Financial Corp
New Jersey
$11.3M +$610K +1,700 +6%
ST
768
Sageworth Trust
Pennsylvania
$11.2M -$159K -442 -1%
Axa
769
Axa
France
$11.2M +$1.56M +4,346 +16%
VFPW
770
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.2M -$24M -66,976 -68%
DC
771
DeDora Capital
California
$11.1M -$152K -425 -1%
AL
772
ADE LLC
Maryland
$11M +$511K +1,425 +5%
WFA
773
Wellspring Financial Advisors
Ohio
$11M +$13.3K +37 +0.1%
SSW
774
Smith Shellnut Wilson
Mississippi
$10.9M -$282K -786 -3%
VWM
775
Venturi Wealth Management
Texas
$10.9M +$619K +1,727 +6%