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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 %
DP
1751
Dearborn Partners
Illinois
$950K +$950K +2,649 New
APP
1752
Avantax Planning Partners
Iowa
$949K +$143K +398 +18%
CWM
1753
ClientFirst Wealth Management
Arkansas
$948K
BFC
1754
Blue Fin Capital
Rhode Island
$946K -$218K -607 -19%
EM
1755
Excalibur Management
Massachusetts
$945K -$2.15K -6 -0.2%
BTW
1756
Boston Trust Walden
Massachusetts
$944K
EHC
1757
Everett Harris & Co
California
$943K -$359 -1 -0%
AP
1758
Adero Partners
California
$942K -$91.7K -241 -9%
TFGT
1759
TS Financial Group (TSFG)
Illinois
$938K +$158K +441 +20%
CA
1760
Cortland Associates
Missouri
$936K -$53.8K -150 -5%
EFG
1761
Everhart Financial Group
Ohio
$935K
SWM
1762
Soundmark Wealth Management
Washington
$930K -$165K -461 -15%
NEWAS
1763
N.E.W. Advisory Services
Wisconsin
$927K -$67.8K -189 -7%
BWA
1764
Blodgett Wealth Advisors
California
$922K -$13.3K -37 -1%
KP
1765
Keel Point
Alabama
$922K +$2.87K +8 +0.3%
CCM
1766
Carlson Capital Management
Minnesota
$915K +$248K +691 +37%
CGL
1767
Clarius Group LLC
Washington
$914K -$57.1K -159 -6%
GPC
1768
Garrison Point Capital
California
$914K
HA
1769
HFG Advisors
Ohio
$913K +$115K +321 +14%
OBGC
1770
O'Brien Greene & Co
Pennsylvania
$910K +$607K +1,692 +200%
GAM
1771
Griffin Asset Management
New York
$909K +$36.2K +101 +4%
RA
1772
Rodgers & Associates
Pennsylvania
$907K -$53.8K -150 -6%
ULWM
1773
Upper Left Wealth Management
Florida
$907K +$34.8K +95 +4%
BWAM
1774
Boyd Watterson Asset Management
Ohio
$906K
CWM
1775
Cabot Wealth Management
Massachusetts
$905K -$150K -419 -14%