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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 %
MMG
1676
Monetary Management Group
Missouri
$1.14M +$897K +2,500 +371%
TL
1677
Tradewinds LLC
North Carolina
$1.14M +$14K +39 +1%
KLCM
1678
KG&L Capital Management
Louisiana
$1.13M +$2.15K +6 +0.2%
BFP
1679
Briaud Financial Planning
Texas
$1.13M -$311K -797 -22%
DP
1680
DDD Partners
Washington
$1.13M
TTWM
1681
TCV Trust & Wealth Management
Virginia
$1.13M -$92.2K -257 -8%
EAMA
1682
EFG Asset Management (Americas)
Florida
$1.13M -$99.7K -278 -8%
ACP
1683
Aviance Capital Partners
Florida
$1.13M -$73.9K -206 -6%
CW
1684
Cabot-Wellington
Massachusetts
$1.12M
EGA
1685
E&G Advisors
Texas
$1.12M -$43.8K -122 -4%
SAM
1686
Summit Asset Management
Tennessee
$1.11M +$51.6K +144 +5%
RFWA
1687
RPg Family Wealth Advisory
Massachusetts
$1.11M
ICM
1688
Islay Capital Management
Texas
$1.1M +$87.5K +244 +9%
HFS
1689
HBC Financial Services
Washington
$1.1M -$24.4K -68 -2%
ACS
1690
Archford Capital Strategies
Illinois
$1.1M +$1.1M +3,053 New
WCM
1691
Weik Capital Management
Pennsylvania
$1.09M +$73.5K +205 +7%
SWM
1692
Seaside Wealth Management
California
$1.09M -$29.1K -75 -3%
WT
1693
Washington Trust
Rhode Island
$1.09M -$5.38K -15 -0.5%
RIM
1694
Rockbridge Investment Management
New York
$1.09M +$40.9K +114 +4%
PAMG
1695
Patton Albertson Miller Group
Tennessee
$1.08M -$182K -508 -14%
WEPOG
1696
Wealth Enhancement & Preservation of GA
Georgia
$1.08M -$2.88M -8,029 -73%
SIMG
1697
Sonora Investment Management Group
Arizona
$1.08M
CGPCS
1698
Capital Group Private Client Services
California
$1.08M -$3.95K -11 -0.4%
HJGA
1699
Hardman Johnston Global Advisors
Connecticut
$1.08M
PP
1700
Patron Partners
Texas
$1.08M -$135K -375 -11%