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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 %
AHIA
2076
Andrew Hill Investment Advisors
Florida
$438K -$1.43K -4 -0.3%
AWC
2077
Adamsbrown Wealth Consultants
Kansas
$436K -$141K -392 -24%
CG
2078
Clarus Group
Texas
$436K -$51K -142 -10%
FW
2079
FirstPurpose Wealth
Utah
$436K +$61.7K +172 +16%
MPW
2080
MGO Private Wealth
California
$434K +$434K +1,209 New
DCM
2081
Donaldson Capital Management
Indiana
$432K +$7.17K +20 +2%
BB
2082
Bell Bank
North Dakota
$431K -$717 -2 -0.2%
HCM
2083
HMS Capital Management
Tennessee
$431K
MLL
2084
Moody Lynn & Lieberson
Massachusetts
$431K
YCM
2085
Yousif Capital Management
Michigan
$430K -$208K -580 -33%
FAM
2086
Fenimore Asset Management
New York
$430K
MAS
2087
Madden Advisory Services
Florida
$430K
HA
2088
Hofer & Associates
California
$427K +$22.6K +63 +6%
SOAG
2089
Silver Oak Advisory Group
Oregon
$426K
CWM
2090
Chemistry Wealth Management
New York
$424K
WCAMG
2091
Woodard & Company Asset Management Group
North Carolina
$423K -$34.1K -95 -7%
DC
2092
Defender Capital
North Carolina
$423K
PIM
2093
Provident Investment Management
Michigan
$422K
VFPI
2094
Vantage Financial Partners (Illinois)
Illinois
$422K +$4.3K +12 +1%
WF
2095
WoodTrust Financial
Wisconsin
$421K
BWP
2096
Balboa Wealth Partners
Arizona
$420K +$420K +1,172 New
TPA
2097
Trivium Point Advisory
Connecticut
$418K
MM
2098
Main Management
California
$416K -$188K -525 -31%
LFG
2099
Lockerman Financial Group
California
$415K +$415K +1,156 New
BFG
2100
Bouchey Financial Group
New York
$414K -$5.39K -15 -1%