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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 %
ZCA
2201
Zeke Capital Advisors
Pennsylvania
$314K -$17.6K -49 -5%
CP
2202
Covenant Partners
Tennessee
$314K
BC
2203
Brio Consultants
California
$313K +$29.7K +78 +10%
FWM
2204
Finer Wealth Management
Massachusetts
$311K
RIL
2205
Rothschild Investment LLC
Illinois
$311K +$117K +327 +60%
RA
2206
Rise Advisors
New York
$310K -$1.79K -5 -0.6%
Wealthfront Advisers
2207
Wealthfront Advisers
California
$309K -$14K -39 -4%
PWM
2208
Prentice Wealth Management
New York
$309K +$309K +860 New
TA
2209
TruWealth Advisors
Louisiana
$308K +$48.7K +136 +19%
HCM
2210
Hollencrest Capital Management
California
$307K -$27.6K -77 -8%
TWM
2211
TMD Wealth Management
Arizona
$306K -$708K -1,971 -70%
MRCM
2212
M&R Capital Management
New Jersey
$306K
MAG
2213
MRA Advisory Group
New Jersey
$306K +$306K +845 New
SWM
2214
SFG Wealth Management
Maryland
$305K -$2.87K -8 -0.9%
BCPWM
2215
Bradley & Co Private Wealth Management
Florida
$305K
DAM
2216
Delta Asset Management
Tennessee
$304K
CFFP
2217
Center for Financial Planning
Michigan
$302K -$19.8K -55 -6%
GG
2218
GenWealth Group
New Jersey
$301K
AIC
2219
Archer Investment Corporation
Indiana
$301K
WH
2220
Willner & Heller
California
$299K +$42.4K +118 +17%
TPW
2221
TL Private Wealth
Texas
$298K +$2.53K +7 +0.9%
RFN
2222
RDA Financial Network
Iowa
$297K -$17.9K -50 -6%
PCM
2223
Pointe Capital Management
Michigan
$297K
NAMM
2224
NorthStar Asset Management (Massachusetts)
Massachusetts
$296K
RCS
2225
Retirement Capital Strategies
California
$296K -$156K -435 -35%