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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 %
NSAM
2001
North Star Asset Management
Wisconsin
$520K +$145K +405 +39%
FRA
2002
Front Row Advisors
California
$517K
WIC
2003
Woodmont Investment Counsel
Tennessee
$516K -$24K -67 -4%
PT
2004
Plimoth Trust
Massachusetts
$516K -$15.8K -44 -3%
WCA
2005
Waypoint Capital Advisors
Minnesota
$516K -$11.1K -31 -2%
MW
2006
MBL Wealth
North Carolina
$515K -$566K -1,580 -52%
CWM
2007
CCG Wealth Management
California
$515K +$1.44K +4 +0.3%
RPSA
2008
Richard P. Slaughter Associates
Texas
$515K +$323K +902 +169%
BSI
2009
Bennett Selby Investments
Maine
$509K
WIM
2010
Warwick Investment Management
Texas
$508K -$1.44K -4 -0.3%
TI
2011
Trexquant Investment
Connecticut
$508K +$508K +1,417 New
QCM
2012
Quantinno Capital Management
New York
$507K -$29.4K -82 -5%
WA
2013
WestEnd Advisors
North Carolina
$506K -$349K -972 -41%
TPWM
2014
Twelve Points Wealth Management
Massachusetts
$505K
KOMWMG
2015
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$503K -$95.7K -267 -16%
SWM
2016
Shakespeare Wealth Management
Wisconsin
$501K -$33K -92 -6%
GC
2017
Gibson Capital
Pennsylvania
$501K
MSR
2018
Main Street Research
Connecticut
$501K +$157K +437 +46%
MHB
2019
Midwest Heritage Bank
Iowa
$500K -$78.9K -220 -14%
WLIM
2020
White Lighthouse Investment Management
Massachusetts
$500K -$9.68K -27 -2%
CF
2021
Convergence Financial
Missouri
$500K
BMD
2022
Better Money Decisions
New Mexico
$499K +$2.15K +6 +0.4%
FVWA
2023
Foster Victor Wealth Advisors
South Carolina
$499K +$47.5K +127 +11%
PA
2024
Prism Advisors
California
$495K
SAMC
2025
Spectrum Asset Management (California)
California
$495K +$1.79K +5 +0.4%