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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 %
PP
1576
Pacifica Partners
Canada
$1.4M -$11.7K -31 -0.8%
MIM
1577
Montgomery Investment Management
Maryland
$1.4M
FAM
1578
Formidable Asset Management
Ohio
$1.4M -$96.1K -250 -6%
MIM
1579
Macroview Investment Management
Maryland
$1.4M -$16.9K -47 -1%
GA
1580
Greenspring Advisors
Maryland
$1.39M +$177K +493 +15%
TWM
1581
Thrive Wealth Management
Pennsylvania
$1.39M -$101K -283 -7%
WTA
1582
Washington Trust Advisors
Massachusetts
$1.39M
W
1583
Wealthquest
Ohio
$1.39M -$344K -958 -20%
CCM
1584
Crew Capital Management
Ohio
$1.38M +$138K +386 +11%
IPW
1585
Intergy Private Wealth
Colorado
$1.38M -$34.1K -95 -2%
FA
1586
Financial Advisors
Massachusetts
$1.38M +$422K +1,179 +44%
FP
1587
Financial Perspectives
Minnesota
$1.38M +$707K +1,972 +105%
DLHL
1588
Donald L. Hagan LLC
Florida
$1.38M -$145K -403 -9%
PCMF
1589
Private Capital Management (Florida)
Florida
$1.38M -$154K -430 -10%
LWCFA
1590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.37M
IFWM
1591
Institute for Wealth Management
Colorado
$1.37M
MAM
1592
MMA Asset Management
Pennsylvania
$1.37M +$82.1K +229 +6%
JWM
1593
JFG Wealth Management
Colorado
$1.37M
BHBT
1594
Burke & Herbert Bank & Trust
Virginia
$1.35M +$34.1K +95 +3%
GC
1595
Gratus Capital
Georgia
$1.35M +$425K +1,184 +46%
KFI
1596
Key Financial Inc
Pennsylvania
$1.35M +$43.1K +120 +3%
CBB
1597
Citizens Business Bank
California
$1.35M
NW
1598
NewEdge Wealth
Pennsylvania
$1.35M +$435K +1,214 +48%
MPI
1599
Mairs & Power Inc
Minnesota
$1.35M +$17.9K +50 +1%
AA
1600
ACT Advisors
North Carolina
$1.34M +$1.34M +3,747 New