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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 %
NPP
1051
New Potomac Partners
Maryland
$5.35M +$44.5K +124 +0.8%
EWM
1052
Empirical Wealth Management
Washington
$5.31M -$79.6K -222 -1%
KOC
1053
Koss-Olinger Consulting
Florida
$5.25M -$212K -590 -4%
FCA
1054
FLC Capital Advisors
California
$5.24M +$491K +1,369 +10%
SGK
1055
Steigerwald Gordon & Koch
Virginia
$5.23M +$94.7K +264 +2%
CG
1056
Caprock Group
Idaho
$5.22M +$232K +646 +5%
NAG
1057
Northstar Advisory Group
New Jersey
$5.21M -$1.29M -3,599 -20%
CWM
1058
C2C Wealth Management
Arizona
$5.19M +$9.11K +24 +0.2%
AB
1059
Amalgamated Bank
New York
$5.17M
NWA
1060
New World Advisors
Massachusetts
$5.15M +$1.28M +3,581 +33%
EI
1061
Ellevest Inc
New York
$5.15M
GM
1062
GeoWealth Management
Illinois
$5.14M +$2.96M +8,255 +136%
DBT
1063
Dubuque Bank & Trust
Iowa
$5.09M -$550K -1,534 -10%
BFG
1064
Beacon Financial Group
Texas
$5.08M +$187K +513 +4%
NRI
1065
NFP Retirement Inc
California
$5.05M +$1.13M +3,143 +29%
NG
1066
NatWest Group
United Kingdom
$5.02M
RWP
1067
Ridgecrest Wealth Partners
California
$5.01M +$140K +390 +3%
DC
1068
Davenport & Co
Virginia
$5.01M +$298K +831 +6%
LSPW
1069
Lake Street Private Wealth
Illinois
$4.99M -$2.87K -8 -0.1%
SIC
1070
Sterling Investment Counsel
New York
$4.98M +$514K +1,434 +12%
CT
1071
Coastline Trust
Rhode Island
$4.97M +$4.25M +11,861 +593%
GIS
1072
Grayhawk Investment Strategies
Alberta, Canada
$4.97M -$491 -1 -0%
KWILP
1073
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.96M
STB
1074
S&T Bank
Pennsylvania
$4.95M
WP
1075
WealthSource Partners
California
$4.91M -$141K -392 -3%