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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 %
TRIA
801
Trail Ridge Investment Advisors
Colorado
$10.3M +$484K +1,210 +5%
TPCW
802
TD Private Client Wealth
New York
$10.2M +$392K +1,092 +4%
KWM
803
Kingsview Wealth Management
Oregon
$10.2M +$3.04M +8,488 +42%
HCM
804
Highview Capital Management
Illinois
$10.2M +$362K +1,010 +4%
Neuberger Berman Group
805
Neuberger Berman Group
New York
$10.2M -$2.8M -7,817 -22%
ML
806
McAdam LLC
Pennsylvania
$10.2M +$504K +1,406 +5%
BCM
807
BTC Capital Management
Iowa
$10.2M -$299K -834 -3%
CL
808
CPWM LLC
Washington
$10.1M +$2.78M +7,742 +38%
WF
809
Wayfinding Financial
Washington
$10.1M -$388K -1,082 -4%
CW
810
CreativeOne Wealth
Kansas
$10.1M +$1.5M +4,174 +17%
CIP
811
Capital Insight Partners
Arizona
$10.1M +$348K +970 +4%
WAOI
812
Wealth Advisors of Iowa
Iowa
$10.1M -$99M -276,033 -91%
NRW
813
Nova R Wealth
Kansas
$10M +$3.36M +9,365 +50%
T. Rowe Price Associates
814
T. Rowe Price Associates
Maryland
$10M +$2.76M +6,630 +38%
LFS
815
Lutz Financial Services
Nebraska
$9.94M +$14.3K +40 +0.1%
Nomura Asset Management
816
Nomura Asset Management
Japan
$9.93M +$1.91M +5,335 +24%
PCA
817
Providence Capital Advisors
North Carolina
$9.87M -$3.48M -9,708 -26%
TFF
818
The Family Firm
Maryland
$9.84M -$461K -1,286 -4%
CAG
819
Crestwood Advisors Group
Massachusetts
$9.83M -$2.3M -6,409 -19%
Koshinski Asset Management
820
Koshinski Asset Management
Illinois
$9.82M +$1.17M +3,262 +14%
DT
821
Diversified Trust
Tennessee
$9.8M -$319K -889 -3%
TCA
822
Transcend Capital Advisors
New Jersey
$9.79M +$363K +1,011 +4%
PM
823
Pembroke Management
Quebec, Canada
$9.78M -$526K -1,468 -5%
LAS
824
Lloyd Advisory Services
Georgia
$9.77M -$7.27M -20,269 -43%
HAS
825
Holland Advisory Services
Florida
$9.76M +$1.43M +4,000 +17%