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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 %
SWP
976
Strategic Wealth Partners
Ohio
$6.55M +$5.51M +15,367 +532%
BCWM
977
Bartlett & Co Wealth Management
Ohio
$6.54M +$136K +380 +2%
BC
978
Bartlett & Co
Ohio
$6.54M +$136K +380 +2%
HAC
979
Harbor Advisory Corp
New Hampshire
$6.48M +$261K +727 +4%
BL
980
BFSG LLC
California
$6.46M -$89.3K -249 -1%
UCB
981
United Community Bank
South Carolina
$6.43M -$359 -1 -0%
DW
982
Domani Wealth
Pennsylvania
$6.43M -$18.6K -52 -0.3%
CA
983
CGN Advisors
Kansas
$6.4M +$283K +788 +5%
Calamos Advisors
984
Calamos Advisors
Illinois
$6.39M +$261K +729 +4%
SHFA
985
SC&H Financial Advisors
Maryland
$6.39M -$263K -734 -4%
BONH
986
Bank of New Hampshire
New Hampshire
$6.38M +$1.46M +4,065 +30%
RCM
987
Raleigh Capital Management
North Carolina
$6.38M +$90.4K +252 +1%
AAM
988
Aureus Asset Management
Massachusetts
$6.37M -$80K -223 -1%
BWM
989
Boyd Wealth Management
California
$6.33M -$94.3K -263 -1%
EFS
990
Essex Financial Services
Connecticut
$6.31M -$746K -2,080 -11%
TCM
991
Telos Capital Management
California
$6.28M +$245K +684 +4%
WWM
992
Windsor Wealth Management
Indiana
$6.28M -$302K -829 -5%
APW
993
Acima Private Wealth
Virginia
$6.28M
LP
994
LGL Partners
Pennsylvania
$6.24M +$396K +1,105 +7%
4WM
995
4J Wealth Management
Virginia
$6.21M +$190K +529 +3%
BWP
996
Baldwin Wealth Partners
Massachusetts
$6.19M -$65.6K -183 -1%
LIM
997
Leavell Investment Management
Alabama
$6.17M -$359K -1,000 -5%
BAM
998
Belpointe Asset Management
Nevada
$6.17M +$798K +2,225 +15%
ARG
999
Advisory Resource Group
Oklahoma
$6.14M -$95K -265 -2%
MWM
1000
Maripau Wealth Management
Indiana
$6.14M +$342K +881 +6%