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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 %
BBA
1726
Braun-Bostich & Associates
Pennsylvania
$1M -$54.1K -151 -5%
AIA
1727
Arbor Investment Advisors
North Carolina
$995K +$25.1K +70 +3%
KAM
1728
KEB Asset Management
Illinois
$995K +$163K +454 +20%
FAG
1729
Fortitude Advisory Group
Washington
$992K +$65.3K +182 +7%
IWA
1730
Intercontinental Wealth Advisors
Texas
$990K +$2.51K +7 +0.3%
VCM
1731
Vigilant Capital Management
Maine
$988K +$211K +589 +27%
BFA
1732
Brown Financial Advisory
Alabama
$987K -$1.08K -3 -0.1%
SWM
1733
Sugarloaf Wealth Management
Georgia
$982K +$12.9K +36 +1%
Toronto Dominion Bank
1734
Toronto Dominion Bank
Ontario, Canada
$981K
LNWWM
1735
Laird Norton Wetherby Wealth Management
California
$980K -$282K -787 -22%
SCA
1736
Scott Capital Advisors
Oregon
$980K +$125K +348 +15%
CCMD
1737
Cypress Capital Management (Delaware)
Delaware
$979K +$41.2K +115 +4%
CS
1738
Capital Square
Tennessee
$977K -$62.4K -174 -6%
CWS
1739
Confluence Wealth Services
Pennsylvania
$976K -$42.7K -119 -4%
PL
1740
Parthenon LLC
Kentucky
$973K -$11.5K -32 -1%
CFO
1741
Collective Family Office
Pennsylvania
$968K -$1.64M -4,569 -63%
WP
1742
Wealthspan Partners
Iowa
$968K -$38.4K -107 -4%
FDCC
1743
Foster Dykema Cabot & Co
Massachusetts
$967K
SSWM
1744
Smith Salley Wealth Management
North Carolina
$964K -$120K -335 -11%
AIP
1745
Ahrens Investment Partners
Louisiana
$959K -$16.9K -47 -2%
KM
1746
Kalos Management
Georgia
$958K -$208K -551 -18%
JWWM
1747
Johnson & White Wealth Management
Pennsylvania
$958K +$958K +2,672 New
WAOTB
1748
Wealth Advisors of Tampa Bay
Florida
$955K -$955K -2,664 -50%
ACP
1749
Arcus Capital Partners
Georgia
$951K -$28.7K -80 -3%
FMTC
1750
Farmers & Merchants Trust Company
California
$951K -$7.17K -20 -0.7%