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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 %
TNA
2101
True North Advisors
Texas
$413K -$55.2K -154 -12%
TW
2102
TrinityPoint Wealth
Connecticut
$412K -$97.8K -273 -19%
SFP
2103
Strategic Financial Planning
Texas
$412K
SFP
2104
Sandbox Financial Partners
Maryland
$412K +$412K +1,149 New
OHWP
2105
Oak Harbor Wealth Partners
North Carolina
$409K
JF
2106
Joule Financial
Kentucky
$409K
HIMC
2107
Heritage Investors Management Corp
Maryland
$409K +$84.2K +235 +26%
UL
2108
Unionview LLC
Washington
$408K +$26.5K +74 +7%
MPIA
2109
Mountain Pacific Investment Advisers
Idaho
$407K
HDIM
2110
Hanson & Doremus Investment Management
Vermont
$406K -$28.7K -80 -7%
SCA
2111
Spearhead Capital Advisors
Florida
$405K
KCFA
2112
Key Client Fiduciary Advisors
New Jersey
$403K
RB
2113
Richmond Brothers
Michigan
$402K -$41.7K -116 -9%
ACM
2114
Advance Capital Management
Michigan
$402K
TPW
2115
Tiller Private Wealth
Pennsylvania
$402K +$73.6K +205 +22%
ST
2116
Spinnaker Trust
Maine
$400K -$4.67K -13 -1%
BWM
2117
BNC Wealth Management
Oregon
$400K
E
2118
ETFidea
New York
$400K -$12.6K -35 -3%
WMS
2119
Wealth Management Solutions
Pennsylvania
$399K -$59.2K -165 -13%
AW
2120
Alaethes Wealth
Nevada
$399K +$8.6K +24 +2%
FNBTCON
2121
First National Bank & Trust Co of Newtown
Pennsylvania
$398K
ICM
2122
Intrepid Capital Management
Florida
$398K +$58.5K +163 +17%
NC
2123
NewSquare Capital
Pennsylvania
$397K -$80K -223 -17%
PFG
2124
Pinnacle Financial Group
Illinois
$396K
HFS
2125
Haverford Financial Services
Pennsylvania
$396K