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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 %
CWP
2151
CFM Wealth Partners
Texas
$367K +$90.8K +253 +33%
OBWP
2152
O'Brien Wealth Partners
Massachusetts
$366K -$4.3K -12 -1%
CC
2153
Callan Capital
California
$366K -$3.59K -10 -1%
FNBOMD
2154
First National Bank of Mount Dora
Florida
$365K -$35.2K -98 -9%
DIA
2155
Dana Investment Advisors
Wisconsin
$364K -$113K -314 -24%
SHA
2156
Seneca House Advisors
Virginia
$364K -$3.23K -9 -0.9%
KFC
2157
Klingenstein Fields & Co
New York
$363K +$363K +1,012 New
ADIM
2158
Alpha DNA Investment Management
Maryland
$360K -$249K -695 -41%
EB
2159
Eastern Bank
Massachusetts
$359K
AAIM
2160
Asset Advisors Investment Management
Georgia
$356K
MCIA
2161
Mountain Capital Investment Advisors
Colorado
$355K +$42.9K +116 +14%
MP
2162
McDonald Partners
Ohio
$354K -$1.72M -4,796 -83%
TAM
2163
Townsend Asset Management
North Carolina
$354K +$4.67K +13 +1%
BRC
2164
Bell Rock Capital
Delaware
$354K +$354K +986 New
HCM
2165
Howland Capital Management
Massachusetts
$353K +$35.5K +99 +11%
TAM
2166
Tucker Asset Management
Colorado
$353K +$254K +655 +257%
LIG
2167
Lokken Investment Group
Delaware
$352K
SEIA
2168
Signature Estate & Investment Advisors
California
$351K -$113K -316 -24%
AWM
2169
Aberdeen Wealth Management
Illinois
$350K
WWM
2170
Wolff Wiese Magana
California
$350K
MG
2171
MilWealth Group
Wisconsin
$349K -$36.2K -101 -9%
FPB
2172
First PREMIER Bank
South Dakota
$345K
LK
2173
Lumbard & Kellner
New Hampshire
$344K
RFM
2174
Royal Fund Management
Florida
$344K +$344K +960 New
KCPG
2175
Kavar Capital Partners Group
Kansas
$342K +$42.7K +119 +14%