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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 %
HFG
2201
Heron Financial Group
New York
$494K -$77.8K -204 -14%
CIP
2202
Chartwell Investment Partners
Pennsylvania
$494K
SWA
2203
Sutton Wealth Advisors
Florida
$493K +$19.6K +51 +4%
GWA
2204
Geometric Wealth Advisors
District of Columbia
$493K +$493K +1,284 New
RRCM
2205
Rappaport Reiches Capital Management
Illinois
$493K
KOMWMG
2206
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$492K -$46.9K -122 -9%
AFO
2207
Allie Family Office
Florida
$491K +$491K +1,242 New
PWP
2208
Principle Wealth Partners
Connecticut
$490K -$14.2K -37 -3%
WA1
2209
Wimmer Associates 1
California
$490K
JF
2210
Joule Financial
Kentucky
$490K +$51.5K +134 +12%
IWS
2211
Insight Wealth Strategies
California
$489K -$9.6K -25 -2%
MFG
2212
Monte Financial Group
Connecticut
$488K -$120K -313 -20%
OIM
2213
Opus Investment Management
Massachusetts
$488K
CWAG
2214
Compton Wealth Advisory Group
Virginia
$488K
PCH
2215
PGIM Custom Harvest
New Jersey
$487K +$487K +1,267 New
PS
2216
Portfolio Strategies
New York
$484K
DA
2217
Drake & Associates
Wisconsin
$483K +$219K +570 +83%
WF
2218
WoodTrust Financial
Wisconsin
$483K +$31.1K +81 +7%
IAS
2219
Insigneo Advisory Services
Florida
$483K +$483K +1,256 New
PFM
2220
Patton Fund Management
Texas
$482K -$14.3M -37,261 -97%
AW
2221
Avion Wealth
Texas
$482K
OHIS
2222
Oak Harvest Investment Services
Texas
$482K -$196K -511 -29%
VCM
2223
Violich Capital Management
California
$481K
TW
2224
TrinityPoint Wealth
Connecticut
$480K +$38.4K +100 +9%
ETIA
2225
Epic Trust Investment Advisors
Washington
$478K +$77.3K +201 +19%