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iShares Core S&P 500 ETF

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M
Name Holding Trade Value Shares
Change
Shares
Change %
Legal & General Group
2126
Legal & General Group
United Kingdom
$589K +$334K +869 +131%
BMA
2127
Brooks Moore & Associates
Tennessee
$586K
ERIM
2128
Eagle Ridge Investment Management
Connecticut
$585K -$53K -138 -8%
HGWM
2129
Horst & Graben Wealth Management
Oregon
$583K +$5.77K +15 +1%
MCCP
2130
Mission Creek Capital Partners
California
$583K -$116K -301 -17%
WWM
2131
WT Wealth Management
Arizona
$582K
CISOA
2132
Capital Investment Services of America
Wisconsin
$581K
ACM
2133
Advance Capital Management
Michigan
$580K +$149K +388 +35%
SIS
2134
Strategic Investment Solutions
Illinois
$580K +$580K +1,385 New
OHWP
2135
Oak Harbor Wealth Partners
North Carolina
$577K +$139K +361 +32%
CAI
2136
Capital Advisors Inc
Oklahoma
$575K +$105K +273 +22%
NSAM
2137
North Star Asset Management
Wisconsin
$575K +$17.3K +45 +3%
VNB
2138
Virginia National Bank
Virginia
$571K -$720K -1,875 -56%
IWN
2139
Independent Wealth Network
Iowa
$571K -$260K -678 -31%
SHWM
2140
Smith & Howard Wealth Management
Georgia
$569K -$66.1K -172 -10%
PS
2141
Planned Solutions
California
$567K -$3.84K -10 -0.7%
SGA
2142
Sustainable Growth Advisers
Connecticut
$566K +$566K +1,474 New
HWM
2143
Horizons Wealth Management
North Carolina
$566K +$38.4K +100 +7%
WFA
2144
Wade Financial Advisory
California
$566K +$5.38K +14 +1%
SL
2145
Summitry LLC
California
$565K -$38.8K -101 -6%
SC
2146
Shearwater Capital
Colorado
$561K
DI
2147
DDFG Inc
California
$558K +$558K +1,454 New
CWMGP
2148
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$558K +$1.15K +3 +0.2%
TPWM
2149
Twelve Points Wealth Management
Massachusetts
$557K +$16.1K +42 +3%
FRA
2150
Front Row Advisors
California
$556K +$2.69K +7 +0.5%