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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 %
VHAM
901
Van Hulzen Asset Management
California
$7.83M -$1.19M -3,329 -13%
HI
902
Horizon Investments
North Carolina
$7.81M -$1.33M -3,712 -15%
RWM
903
Ritholtz Wealth Management
New York
$7.8M
AWMG
904
Alliance Wealth Management Group
New Jersey
$7.79M +$1.15M +3,215 +17%
FIM
905
Fernwood Investment Management
Massachusetts
$7.78M -$33K -92 -0.4%
FWP
906
Firethorn Wealth Partners
Georgia
$7.76M +$478K +1,334 +7%
Natixis Advisors
907
Natixis Advisors
Massachusetts
$7.74M +$3.07M +8,574 +66%
WFA
908
Wipfli Financial Advisors
Wisconsin
$7.73M +$6.05M +16,883 +361%
WB
909
WesBanco Bank
West Virginia
$7.73M -$114K -318 -1%
BIA
910
Bigelow Investment Advisors
Maine
$7.73M +$252K +704 +3%
BMM
911
Buffington Mohr McNeal
Idaho
$7.73M +$446K +1,245 +6%
EK
912
Evensky & Katz
Florida
$7.7M +$8.97K +25 +0.1%
CF
913
Centaurus Financial
California
$7.68M +$2.33M +6,499 +44%
BCA
914
Bay Colony Advisors
Massachusetts
$7.68M +$928K +2,587 +14%
HNW
915
High Note Wealth
Minnesota
$7.66M -$8.78K -23 -0.1%
CT
916
Colonial Trust
South Carolina
$7.55M +$7.55M +21,059 New
OFG
917
Omega Financial Group
California
$7.55M +$440K +1,226 +6%
Jones Financial Companies
918
Jones Financial Companies
Missouri
$7.54M +$403K +1,123 +6%
LWP
919
Lumature Wealth Partners
Georgia
$7.53M -$189K -526 -2%
GFS
920
GYL Financial Synergies
Connecticut
$7.53M +$789K +2,200 +12%
FFP
921
Forbes Financial Planning
Rhode Island
$7.52M +$300K +837 +4%
MWP
922
MYCIO Wealth Partners
Pennsylvania
$7.5M
SAG
923
Spotlight Asset Group
Illinois
$7.5M +$7.5M +19,947 New
JSL
924
JT Stratford LLC
Georgia
$7.49M +$106K +295 +1%
FAIM
925
Financial Advocates Investment Management
Washington
$7.46M -$4.25M -12,710 -36%