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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 %
BCMO
2126
Buckingham Capital Management (Ohio)
Ohio
$396K
CAM
2127
Congress Asset Management
Massachusetts
$395K -$204K -569 -34%
SWK
2128
Stephen W. Kidder
$395K -$35.9K -100 -8%
SDWIA
2129
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$394K -$66.4K -185 -14%
LMKC
2130
L.M. Kohn & Company
Ohio
$392K -$162K -451 -29%
CCG
2131
Chatham Capital Group
Georgia
$391K
LRPA
2132
L. Roy Papp & Associates
Arizona
$389K +$717 +2 +0.2%
EIA
2133
Edgemoor Investment Advisors
Maryland
$387K
FFWM
2134
Future Financial Wealth Management
Ohio
$387K
EVM
2135
Evelyn V. Moreno
$386K
PCM
2136
Passive Capital Management
Maryland
$386K
MAM
2137
McLean Asset Management
Virginia
$384K
HCMG
2138
Howard Capital Management Group
California
$384K
BW
2139
Bison Wealth
Georgia
$383K -$6.1K -17 -2%
VAM
2140
Verity Asset Management
North Carolina
$381K +$381K +1,063 New
PFA
2141
Pathway Financial Advisors
Vermont
$381K +$4.31K +12 +1%
FF
2142
Francis Financial
$378K -$104K -289 -22%
AO
2143
Advisor OS
Illinois
$378K +$1.79K +5 +0.5%
ETIA
2144
Epic Trust Investment Advisors
Washington
$374K -$45.6K -127 -11%
LWP
2145
Legacy Wealth Planning
Nevada
$373K -$16.5K -46 -4%
FFG
2146
Fullen Financial Group
Ohio
$372K +$1.94K +5 +0.5%
MCM
2147
Morton Capital Management
California
$371K +$1.79K +5 +0.5%
TCM
2148
Tandem Capital Management
New Jersey
$371K
ST
2149
Somerset Trust
Pennsylvania
$370K
FSA
2150
Financial Sense Advisors
California
$370K +$90.6K +253 +32%