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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 %
AFC
1526
Adaptive Financial Consulting
Ohio
$1.6M +$5.74K +16 +0.4%
SWA
1527
SOA Wealth Advisors
New York
$1.6M
SNB
1528
Security National Bank
Nebraska
$1.59M +$260K +726 +20%
EBT
1529
Enterprise Bank & Trust
Massachusetts
$1.58M +$335K +934 +27%
CPWA
1530
Cerro Pacific Wealth Advisors
California
$1.58M -$1.56M -4,345 -50%
AWA
1531
Archvest Wealth Advisors
California
$1.58M +$294K +819 +23%
LWANC
1532
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.58M +$163K +454 +12%
B
1533
Bridgeworth
Alabama
$1.58M -$851K -2,374 -35%
MIIM
1534
Mesirow Institutional Investment Management
Illinois
$1.57M +$1.57M +4,377 New
BOM
1535
Bank of Marin
California
$1.57M -$187K -521 -11%
CAAS
1536
Capital Asset Advisory Services
Michigan
$1.56M -$1.24M -3,449 -44%
FMC
1537
First Merchants Corp
Indiana
$1.55M +$7.89K +22 +0.5%
ZB
1538
Zions Bancorporation
Utah
$1.55M -$949K -2,645 -38%
TCWM
1539
Total Clarity Wealth Management
Illinois
$1.55M -$73.2K -204 -5%
Fayez Sarofim & Co
1540
Fayez Sarofim & Co
Texas
$1.55M +$1.14M +3,168 +276%
MMHP
1541
Murphy Middleton Hinkle & Parker
Georgia
$1.54M -$30.8K -86 -2%
CPSC
1542
Carl P. Sherr & Co
Massachusetts
$1.54M -$67.8K -189 -4%
IIM
1543
Ipswich Investment Management
Massachusetts
$1.53M +$50.9K +142 +3%
F
1544
F3Logic
Minnesota
$1.53M +$201K +560 +15%
FFA
1545
Founders Financial Alliance
North Carolina
$1.53M -$819K -2,282 -35%
TA
1546
TrueWealth Advisors
Alabama
$1.52M -$17.9K -50 -1%
SWA
1547
Sightline Wealth Advisors
Connecticut
$1.52M +$130K +354 +9%
NFP
1548
Narus Financial Partners
Utah
$1.52M +$3.59K +10 +0.2%
BMO
1549
Beck Mack & Oliver
New York
$1.51M
CBT
1550
Central Bank & Trust
Kentucky
$1.51M -$231K -643 -13%