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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 %
BI
1151
Berkeley Inc
Idaho
$3.88M -$459K -1,280 -11%
CFO
1152
Colony Family Offices
North Carolina
$3.87M +$3.87M +10,794 +134,925%
PFWA
1153
Paces Ferry Wealth Advisors
Georgia
$3.87M -$36.2K -101 -0.9%
DY
1154
Dowling & Yahnke
California
$3.86M +$153K +426 +4%
MCC
1155
Money Concepts Capital
Florida
$3.85M +$66.7K +186 +2%
HIMCH
1156
Hartford Investment Management Co (HIMCO)
Connecticut
$3.84M +$1.54M +4,307 +67%
EWM
1157
Endurance Wealth Management
Rhode Island
$3.82M +$212K +592 +6%
SWM
1158
Selective Wealth Management
Virginia
$3.8M +$1.49M +4,161 +65%
TFCP
1159
Twin Focus Capital Partners
Massachusetts
$3.8M -$49.5K -138 -1%
MPCG
1160
Matrix Private Capital Group
New York
$3.79M -$133K -371 -3%
SFG
1161
Sage Financial Group
Pennsylvania
$3.78M +$13.3K +37 +0.4%
TSWM
1162
Tyler-Stone Wealth Management
Ohio
$3.77M +$52K +145 +1%
MWM
1163
Mission Wealth Management
California
$3.75M -$345K -962 -8%
BWA
1164
BlueSky Wealth Advisors
North Carolina
$3.72M -$380K -1,059 -9%
SC
1165
Steph & Co
Wisconsin
$3.71M +$35.9K +100 +1%
GWM
1166
Gitterman Wealth Management
New Jersey
$3.69M -$1.88M -5,244 -34%
NCM
1167
Nelson Capital Management
California
$3.69M -$12.4M -34,698 -77%
DAS
1168
Dynamic Advisor Solutions
Arizona
$3.67M -$71.4K -199 -2%
PWA
1169
Peterson Wealth Advisors
Utah
$3.66M -$126K -350 -3%
JIR
1170
James Investment Research
Ohio
$3.66M -$189K -526 -5%
FC
1171
Financial Council
Maryland
$3.65M -$103K -288 -3%
FG
1172
Fiduciary Group
Georgia
$3.65M -$76.1K -192 -2%
FFM
1173
Forum Financial Management
Illinois
$3.63M -$10K -28 -0.3%
ZF
1174
Zhang Financial
Michigan
$3.63M +$1.19M +3,305 +48%
GFPC
1175
Global Financial Private Client
Florida
$3.62M +$1.05M +2,864 +41%