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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 %
PCA
951
Personal Capital Advisors
California
$7.03M +$307K +855 +5%
AA
952
Argent Advisors
Louisiana
$7.02M -$117K -326 -2%
PTC
953
Private Trust Company
Ohio
$7.02M +$131K +365 +2%
9WM
954
9258 Wealth Management
Ohio
$7.01M -$565K -1,575 -7%
KC
955
Kingfisher Capital
North Carolina
$7.01M -$43.4K -121 -0.6%
DFA
956
DHK Financial Advisors
New Hampshire
$6.99M -$7.23M -20,166 -51%
LSA
957
Lansing Street Advisors
Pennsylvania
$6.96M -$501K -1,397 -7%
CFG
958
Cooper Financial Group
California
$6.93M -$431K -1,201 -6%
XF
959
XML Financial
Maryland
$6.93M +$545K +1,520 +9%
KW
960
KWB Wealth
California
$6.92M -$176K -490 -2%
WMP
961
Wealth Management Partners
Arizona
$6.89M
Fiera Capital (Canada)
962
Fiera Capital (Canada)
Quebec, Canada
$6.83M -$283K -790 -4%
AT
963
American Trust
Kentucky
$6.77M +$1.62M +4,526 +32%
NFG
964
Nadler Financial Group
Illinois
$6.77M +$355K +991 +6%
SWPG
965
Strategic Wealth Partners Group
Illinois
$6.73M +$288K +803 +4%
RWA
966
Redhawk Wealth Advisors
Minnesota
$6.7M -$261K -727 -4%
GWM
967
Greenhouse Wealth Management
Connecticut
$6.69M +$806K +2,246 +14%
BAM
968
Baldrige Asset Management
Pennsylvania
$6.68M +$223K +623 +3%
IGWM
969
ICA Group Wealth Management
Colorado
$6.61M +$453K +1,263 +7%
BHWM
970
Beaird Harris Wealth Management
Texas
$6.61M +$4.35M +12,135 +193%
SDAM
971
Shulman DeMeo Asset Management
New York
$6.59M
LWAC
972
Laurel Wealth Advisors (California)
California
$6.58M +$1.2M +3,343 +22%
NCG
973
Newport Capital Group
New Jersey
$6.58M +$2.53M +6,822 +63%
WWM
974
Wiser Wealth Management
Georgia
$6.57M +$436K +1,215 +7%
AWA
975
Aletheian Wealth Advisors
Washington
$6.57M -$26.2K -73 -0.4%