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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 %
FC
826
Fulcrum Capital
Washington
$9.74M +$6.1K +17 +0.1%
PWM
827
Praetorian Wealth Management
California
$9.73M +$377K +1,052 +4%
OWA
828
One Wealth Advisors
California
$9.73M +$4.81M +13,419 +98%
CTA
829
Chesley Taft & Associates
Illinois
$9.72M +$160K +447 +2%
TMWM
830
Taylor & Morgan Wealth Management
Michigan
$9.68M +$1.94M +5,400 +25%
PCM
831
Parsons Capital Management
Rhode Island
$9.66M +$441K +1,230 +5%
GWM
832
Gray Wealth Management
Maine
$9.64M +$82.5K +230 +0.9%
GG
833
Gofen & Glossberg
Illinois
$9.6M -$2.15K -6 -0%
MPWT
834
MassMutual Private Wealth & Trust
Connecticut
$9.59M -$1.19M -3,318 -11%
RIM
835
Rakuten Investment Management
Japan
$9.59M -$510K -1,400 -5%
WCFA
836
Walkner Condon Financial Advisors
Wisconsin
$9.57M +$95K +265 +1%
RWP
837
Revolve Wealth Partners
New Jersey
$9.55M +$282K +785 +3%
USCWA
838
U.S. Capital Wealth Advisors
Texas
$9.53M +$490K +1,367 +5%
CIAS
839
CBIZ Investment Advisory Services
Ohio
$9.52M -$7.8M -21,735 -45%
CHA
840
Cooper/Haims Advisors
New York
$9.46M -$4.66K -13 -0%
IAIM
841
International Assets Investment Management
Florida
$9.42M +$247K +690 +3%
GBT
842
Grove Bank & Trust
Florida
$9.39M +$583K +1,625 +7%
4FG
843
4Thought Financial Group
New York
$9.35M +$290K +808 +3%
HWMA
844
Heritage Wealth Management (Arizona)
Arizona
$9.34M +$966K +2,693 +12%
OCM
845
Objective Capital Management
Ohio
$9.29M +$599K +1,669 +7%
TCWA
846
Ten Capital Wealth Advisors
Washington
$9.2M +$259K +722 +3%
LFAS
847
Level Four Advisory Services
Texas
$9.18M +$23.7K +66 +0.3%
FPW
848
Flagship Private Wealth
Massachusetts
$9.15M -$208K -580 -2%
FPFS
849
First Personal Financial Services
North Carolina
$9.13M -$50.2K -140 -0.5%
VVP
850
Venture Visionary Partners
Ohio
$9.12M -$99K -276 -1%