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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 %
MHR
1976
Matthew Hamilton Rosenberg
$554K -$88.2K -246 -14%
MMPW
1977
Mitchell McLeod Pugh & Williams
Alabama
$554K -$57.3K -160 -9%
TWM
1978
Tradition Wealth Management
Minnesota
$554K +$23.3K +65 +4%
AWM
1979
Accurate Wealth Management
Florida
$553K +$229K +624 +71%
WA
1980
Wealthstar Advisors
Texas
$552K -$3.75M -10,456 -87%
CAMG
1981
CWA Asset Management Group
Florida
$547K -$53.4K -149 -9%
BMA
1982
Brooks Moore & Associates
Tennessee
$547K
WW
1983
Waterfront Wealth
Kansas
$547K +$38.9K +101 +8%
Russell Investments Group
1984
Russell Investments Group
United Kingdom
$545K -$5.03M -14,027 -90%
WWM
1985
WT Wealth Management
Arizona
$544K
Members Trust
1986
Members Trust
Florida
$543K -$1.79K -5 -0.3%
CISOA
1987
Capital Investment Services of America
Wisconsin
$542K
WFA
1988
WMG Financial Advisors
Tennessee
$541K -$102K -286 -16%
HGWM
1989
Horst & Graben Wealth Management
Oregon
$539K +$24.4K +68 +5%
HFG
1990
Heron Financial Group
New York
$538K -$1.79K -5 -0.3%
JLBC
1991
J.L. Bainbridge & Co
Florida
$538K
AIM
1992
Axiom Investment Management
New York
$533K -$39.8K -111 -7%
PS
1993
Planned Solutions
California
$533K +$13.3K +37 +3%
TAM
1994
Tocqueville Asset Management
New York
$532K
W
1995
WealthOne
New York
$528K -$55.6K -155 -10%
LA
1996
LVW Advisors
New York
$526K -$44.5K -124 -8%
SC
1997
Shearwater Capital
Colorado
$523K
WFA
1998
Wade Financial Advisory
California
$523K +$6.45K +18 +1%
CAM
1999
Close Asset Management
United Kingdom
$522K -$43.1K -120 -8%
CWMGP
2000
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$520K +$1.08K +3 +0.2%