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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 %
NFP
1201
NorthLanding Financial Partners
New York
$3.41M +$3.41M +9,510 New
WWM
1202
WJ Wealth Management
Arizona
$3.4M -$120K -335 -3%
BBPWM
1203
Blue Bell Private Wealth Management
Pennsylvania
$3.39M -$1.08M -2,998 -24%
WF
1204
Welch & Forbes
Massachusetts
$3.36M -$47.7K -133 -1%
AF
1205
Affiance Financial
Minnesota
$3.35M +$943K +2,630 +39%
PWA
1206
PCG Wealth Advisors
Kansas
$3.35M +$1.63M +4,536 +95%
CWM
1207
Connecticut Wealth Management
Connecticut
$3.34M +$457K +1,274 +16%
DWP
1208
Destiny Wealth Partners
Florida
$3.33M -$95K -265 -3%
MFC
1209
Mechanics Financial Corp
Ohio
$3.32M +$36.6K +102 +1%
KFGK
1210
Keystone Financial Group (Kentucky)
Kentucky
$3.3M -$154K -430 -4%
PAM
1211
PVG Asset Management
Colorado
$3.3M +$3.3M +9,193 New
BPC
1212
Banque Pictet & Cie
Switzerland
$3.28M
ASW
1213
Astoria Strategic Wealth
Texas
$3.27M -$27.3K -76 -0.8%
BO
1214
BRR OpCo
Ohio
$3.26M -$136K -379 -4%
CPIA
1215
Cornell Pochily Investment Advisors
New York
$3.26M +$84.6K +236 +3%
MLA
1216
My Legacy Advisors
Oregon
$3.25M +$1.12M +3,114 +52%
SSWG
1217
Seven Springs Wealth Group
Tennessee
$3.25M -$85.7K -239 -3%
WAL
1218
W Advisors LLC
Tennessee
$3.25M -$3.24M -9,032 -50%
MSAM
1219
Moloney Securities Asset Management
Missouri
$3.21M +$61.3K +171 +2%
Financial Engines Advisors
1220
Financial Engines Advisors
California
$3.21M -$104K -290 -3%
FC
1221
Forte Capital
New York
$3.19M +$100K +280 +3%
KAM
1222
Knightsbridge Asset Management
California
$3.19M +$103K +288 +3%
EA
1223
Emerald Advisors
Washington
$3.16M -$40.5K -113 -1%
GA
1224
GFS Advisors
Texas
$3.16M
SFG
1225
Summit Financial Group
West Virginia
$3.15M -$44.1K -123 -1%