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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 %
TIM
1301
Total Investment Management
Arizona
$2.62M +$37.7K +105 +1%
RT
1302
Rockland Trust
Massachusetts
$2.61M -$291K -812 -10%
CCM
1303
Condor Capital Management
New Jersey
$2.6M +$103K +286 +4%
CCM
1304
Cohen Capital Management
California
$2.6M
NIM
1305
Northeast Investment Management
Massachusetts
$2.58M
RFG
1306
Range Financial Group
Oregon
$2.58M +$85.7K +239 +3%
MWM
1307
Marietta Wealth Management
Georgia
$2.58M -$211K -587 -8%
NEPWA
1308
New England Private Wealth Advisors
Massachusetts
$2.58M +$87.2K +243 +4%
BFA
1309
Beacon Financial Advisory
Ohio
$2.57M -$585K -1,630 -19%
GGS
1310
Galvin Gaustad & Stein
Arizona
$2.56M -$81.8K -228 -3%
AIA
1311
Armor Investment Advisors
North Carolina
$2.56M +$870K +2,426 +51%
AA
1312
Auxano Advisors
Washington
$2.56M +$2.2M +6,137 +612%
TCBWMS
1313
Texas Capital Bank Wealth Management Services
Texas
$2.56M
SI
1314
Stephens Inc
Arkansas
$2.54M -$90K -251 -3%
EAM
1315
Evanson Asset Management
California
$2.54M +$25.1K +70 +1%
WFA
1316
WestHill Financial Advisors
California
$2.53M +$359 +1 +0%
EWA
1317
EverSource Wealth Advisors
Alabama
$2.53M +$290K +809 +13%
SP
1318
Successful Portfolios
Florida
$2.52M +$257K +717 +11%
MWM
1319
Mattern Wealth Management
Kansas
$2.51M -$1.79K -5 -0.1%
EIP
1320
Ellis Investment Partners
Pennsylvania
$2.51M +$4.66K +13 +0.2%
DDC
1321
DF Dent & Co
Maryland
$2.49M +$1.28M +3,569 +106%
AAM
1322
Autus Asset Management
Arizona
$2.48M -$17.6K -49 -0.7%
SCM
1323
SOL Capital Management
Maryland
$2.47M +$70.7K +197 +3%
PPW
1324
Parcion Private Wealth
Washington
$2.47M +$155K +433 +7%
NWM
1325
Northwest Wealth Management
Iowa
$2.47M -$60.6K -169 -2%