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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 %
OPCM
2351
Osborne Partners Capital Management
California
$343K +$343K +893 New
OWA
2352
Octavia Wealth Advisors
Ohio
$342K -$16.1K -42 -5%
Wealthfront Advisers
2353
Wealthfront Advisers
California
$342K +$11.5K +30 +3%
WH
2354
Willner & Heller
California
$340K +$20K +52 +6%
NCM
2355
Neumann Capital Management
California
$340K +$32.7K +85 +11%
CFA
2356
Capstone Financial Advisors
Illinois
$339K -$9.99K -26 -3%
UBG
2357
United Bank (Georgia)
Georgia
$338K -$5K -13 -1%
RA
2358
Rise Advisors
New York
$337K +$5.38K +14 +2%
SHA
2359
Seneca House Advisors
Virginia
$337K -$52.6K -137 -14%
CP
2360
Covenant Partners
Tennessee
$336K
HCM
2361
Howland Capital Management
Massachusetts
$334K -$44.2K -115 -12%
DAM
2362
Delta Asset Management
Tennessee
$334K +$7.68K +20 +2%
RCG
2363
Regatta Capital Group
California
$333K +$121K +316 +57%
PA
2364
Probity Advisors
Texas
$333K +$333K +866 New
TPW
2365
TL Private Wealth
Texas
$331K +$9.74K +25 +3%
SWM
2366
SFG Wealth Management
Maryland
$330K +$3.84K +10 +1%
TA
2367
TruWealth Advisors
Louisiana
$330K
TF
2368
Theory Financial
Colorado
$330K +$330K +859 New
VAG
2369
VisionPoint Advisory Group
Texas
$330K +$330K +795 New
MRCM
2370
M&R Capital Management
New Jersey
$328K
TWM
2371
TMD Wealth Management
Arizona
$327K
FWA
2372
FSC Wealth Advisors
New York
$327K +$56.8K +148 +21%
FWM
2373
Finer Wealth Management
Massachusetts
$327K -$5.76K -15 -2%
BFS
2374
Bickling Financial Services
Massachusetts
$326K +$14.2K +37 +5%
ACM
2375
Alpha Capital Management
Texas
$326K +$8.84K +23 +3%