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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 %
LCC
1826
Lincoln Capital Corp
Rhode Island
$813K -$25.1K -70 -3%
BCM
1827
BTR Capital Management
California
$807K
PFBT
1828
Parkside Financial Bank & Trust
Missouri
$806K -$10.4K -29 -1%
JCM
1829
J2 Capital Management
Michigan
$803K -$544K -1,516 -40%
KAH
1830
Kathryn A. Hall
$803K
CAL
1831
Capital Advisors Ltd
Ohio
$799K
AM
1832
Atwater Malick
Pennsylvania
$798K -$184K -514 -19%
CWP
1833
Curated Wealth Partners
California
$798K +$10.8K +30 +1%
C1AG
1834
Client 1st Advisory Group
Florida
$793K +$486K +1,356 +159%
CSIA
1835
Charles Schwab Investment Advisory
California
$789K +$54.5K +152 +7%
SWM
1836
SeaCrest Wealth Management
New York
$788K -$51.6K -144 -6%
AWM
1837
Affinity Wealth Management
Delaware
$780K -$7.17K -20 -0.9%
IWN
1838
Independent Wealth Network
Iowa
$777K +$271K +756 +54%
TWM
1839
Trinity Wealth Management
Pennsylvania
$775K +$47.7K +133 +7%
LC
1840
LCNB Corp
Ohio
$773K +$8.96K +25 +1%
FWM
1841
Focused Wealth Management
New York
$769K -$26.9K -75 -3%
EGWAG
1842
Elwood & Goetz Wealth Advisory Group
Georgia
$768K +$69.9K +195 +10%
RWA
1843
Roberts Wealth Advisors
California
$767K -$12.7K -34 -2%
AIS
1844
American Investment Services
Massachusetts
$766K -$3.59K -10 -0.5%
WWA
1845
WC Walker & Associates
California
$766K +$560K +1,459 +271%
H
1846
HoyleCohen
California
$763K -$7.17K -20 -0.9%
PWA
1847
Providence Wealth Advisors
Illinois
$761K -$401K -1,050 -35%
CFCI
1848
Comprehensive Financial Consultants Institutional
Indiana
$760K -$25K -68 -3%
ODG
1849
O'Dell Group
Ohio
$759K -$12.6K -35 -2%
CRI
1850
Colonial River Investments
Virginia
$759K +$482K +1,345 +174%