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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 %
HIM
2326
Hotaling Investment Management
Pennsylvania
$228K -$5.39K -15 -2%
ST
2327
Sabal Trust
Florida
$226K -$125K -349 -36%
CCM
2328
Cribstone Capital Management
Maine
$226K -$3.59K -10 -2%
BPM
2329
Bowling Portfolio Management
Ohio
$226K
WFA
2330
West Financial Advisors
Iowa
$226K +$39.2K +109 +21%
BWM
2331
BlackDiamond Wealth Management
New York
$225K -$233K -601 -51%
CF
2332
Copperwynd Financial
Arizona
$225K
LF
2333
LifeSteps Financial
California
$225K
HHAA
2334
Henry H. Armstrong Associates
Pennsylvania
$224K
MWM
2335
MY Wealth Management
Maryland
$224K
OFP
2336
OLIO Financial Planning
Virginia
$223K
TYCC
2337
Texas Yale Capital Corp
Florida
$222K
BWL
2338
Beacon Wealthcare LLC
North Carolina
$222K
LRWA
2339
Long Run Wealth Advisors
New York
$222K
MA
2340
Momentum Advisors
New York
$222K +$3.23K +9 +1%
HBT
2341
Hills Bank & Trust
Iowa
$221K +$16.5K +46 +8%
RWG
2342
Ratio Wealth Group
Colorado
$221K +$221K +616 New
BRA
2343
Biechele Royce Advisors
Indiana
$220K +$9.29K +26 +4%
BTIM
2344
BancFirst Trust & Investment Management
Oklahoma
$220K +$220K +603 New
CPC
2345
Consolidated Planning Corp
Georgia
$219K -$51.7K -144 -19%
BFG
2346
Barber Financial Group
Kansas
$219K +$219K +612 New
KA
2347
Kearns & Associates
California
$217K
TA
2348
TFG Advisers
Michigan
$217K +$359 +1 +0.2%
MFS
2349
Madrona Financial Services
Washington
$216K -$362K -1,008 -63%
CBOR
2350
Community Bank of Raymore
Missouri
$215K