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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 %
NWM
2051
NEIRG Wealth Management
Massachusetts
$468K +$32.3K +90 +7%
HWA
2052
HHM Wealth Advisors
Tennessee
$462K -$209K -581 -31%
UBV
2053
United Bank (Virginia)
Virginia
$461K -$76.8K -214 -14%
CIP
2054
Chartwell Investment Partners
Pennsylvania
$461K
CWMU
2055
Caliber Wealth Management (Utah)
Utah
$461K +$1.43K +4 +0.3%
CANC
2056
Culbertson A N & Co
Virginia
$460K
CSB
2057
City State Bank
Iowa
$460K
RRCM
2058
Rappaport Reiches Capital Management
Illinois
$460K
SC
2059
Siena Capital
Ohio
$458K
LWMT
2060
Legacy Wealth Management (Tennessee)
Tennessee
$458K +$359 +1 +0.1%
EP
2061
Edgestream Partners
New Jersey
$457K -$1.53M -4,265 -77%
OIM
2062
Opus Investment Management
Massachusetts
$455K -$104K -290 -19%
CWAG
2063
Compton Wealth Advisory Group
Virginia
$455K
PS
2064
Portfolio Strategies
New York
$452K +$29K +81 +7%
SW
2065
Simplicity Wealth
New Jersey
$452K +$452K +1,260 New
BFAG
2066
Blackston Financial Advisory Group
Florida
$451K +$451K +1,164 New
VCM
2067
Violich Capital Management
California
$449K
SBF
2068
Sara-Bay Financial
Florida
$445K +$21.2K +59 +5%
HCM
2069
HM Capital Management
Missouri
$444K -$39.8K -111 -8%
NWMG
2070
National Wealth Management Group
Ohio
$443K +$28K +78 +7%
SWA
2071
Sutton Wealth Advisors
Florida
$442K +$4.3K +12 +1%
SCI
2072
Stableford Capital II
Arizona
$442K +$5.64K +15 +1%
IA
2073
Inspire Advisors
Idaho
$440K +$34.1K +95 +8%
CAI
2074
Capital Advisors Inc
Oklahoma
$440K +$85.5K +238 +24%
TFA
2075
Triad Financial Advisors
North Carolina
$439K