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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 %
MD
1076
Money Design
Japan
$4.91M -$195K -545 -4%
Betterment LLC
1077
Betterment LLC
New York
$4.89M
KIA
1078
KCM Investment Advisors
California
$4.88M -$214K -597 -4%
SWA
1079
Sax Wealth Advisors
New Jersey
$4.88M -$80K -223 -2%
CFA
1080
Cahill Financial Advisors
Minnesota
$4.86M +$346K +966 +8%
SF
1081
Symphony Financial
Texas
$4.85M -$185K -509 -4%
JA
1082
JVL Associates
Michigan
$4.84M
TPWA
1083
TRUE Private Wealth Advisors
Oregon
$4.8M +$338K +943 +8%
TWA
1084
TCI Wealth Advisors
Arizona
$4.79M +$49.5K +138 +1%
MCM
1085
Maryland Capital Management
Maryland
$4.78M +$121K +336 +3%
MSAGDF
1086
Moneda SA Administradora General de Fondos
Chile
$4.78M -$728K -2,029 -13%
WCM
1087
Wealthcare Capital Management
Virginia
$4.78M +$26.5K +74 +0.6%
APG
1088
Abacus Planning Group
South Carolina
$4.76M -$7.17K -20 -0.2%
BOTW
1089
Bank of the West
California
$4.75M +$1.39M +3,883 +41%
SAM
1090
Smithbridge Asset Management
Pennsylvania
$4.75M -$300K -837 -6%
PMFA
1091
Plante Moran Financial Advisors
Michigan
$4.74M +$23.3K +65 +0.5%
AWS
1092
AJ Wealth Strategies
New York
$4.73M -$34.1K -95 -0.7%
AFS
1093
Annapolis Financial Services
Maryland
$4.73M -$17.2K -48 -0.4%
RCIM
1094
Red Cedar Investment Management
Michigan
$4.67M +$1.23M +3,420 +36%
PG
1095
Patten Group
Tennessee
$4.64M -$670K -1,840 -13%
DA
1096
Doliver Advisors
Texas
$4.63M +$97.2K +271 +2%
QC
1097
Quent Capital
New York
$4.63M -$6.46K -18 -0.1%
VCA
1098
Verdence Capital Advisors
Maryland
$4.62M +$203K +567 +5%
PP
1099
PFS Partners
New Jersey
$4.62M -$600K -1,673 -11%
TI
1100
tru Independence
Oregon
$4.62M -$426K -1,188 -8%