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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 %
LC
1551
Lincoln Capital
Nebraska
$1.5M +$16.1K +45 +1%
WSWA
1552
Warren Street Wealth Advisors
California
$1.5M -$2.15K -6 -0.1%
RPGK
1553
Retirement Planning Group (Kansas)
Kansas
$1.48M
HL
1554
HeadInvest LLC
Maine
$1.47M -$8.97K -25 -0.6%
DI
1555
DFPG Investments
Utah
$1.47M +$578K +1,539 +65%
IAA
1556
Ironsides Asset Advisors
North Carolina
$1.47M
KBFS
1557
Kohmann Bosshard Financial Services
Ohio
$1.47M -$524K -1,462 -26%
ZIM
1558
Zacks Investment Management
Illinois
$1.47M +$107K +297 +8%
PP
1559
Patten & Patten
Tennessee
$1.45M -$12.5K -35 -0.9%
OPA
1560
Old Port Advisors
Maine
$1.45M +$348K +920 +32%
WHCI
1561
W.H. Cornerstone Investments
Massachusetts
$1.44M +$1.44M +4,020 New
ADL
1562
Asset Dedication LLC
California
$1.44M +$1.44M +4,020 New
HAS
1563
HBW Advisory Services
California
$1.44M +$29K +81 +2%
RG
1564
Retirement Group
California
$1.44M -$1.04M -2,914 -42%
LOPW
1565
Live Oak Private Wealth
North Carolina
$1.43M +$70.7K +197 +5%
NAM
1566
NTV Asset Management
West Virginia
$1.43M
WAM
1567
WNY Asset Management
New York
$1.43M +$360 +1 +0%
DP
1568
Denver PWM
Colorado
$1.42M -$7.37K -20 -0.5%
WFA
1569
Wells Financial Advisors
Massachusetts
$1.42M -$4.66K -13 -0.3%
FMI
1570
Fiduciary Management Inc
Wisconsin
$1.42M -$1.27M -3,552 -47%
PWM
1571
Paulson Wealth Management
Illinois
$1.42M +$8.97K +25 +0.6%
AWM
1572
Angeles Wealth Management
California
$1.41M
API
1573
Advisor Partners II
California
$1.41M +$1.41M +3,933 New
TFA
1574
Trinity Financial Advisors
Ohio
$1.41M +$1.41M +3,920 New
SB
1575
Sunflower Bank
Texas
$1.4M -$699K -1,950 -33%