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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 %
ZIG
2376
Zurich Insurance Group
Switzerland
$324K
MA
2377
Mezzasalma Advisors
New Jersey
$323K -$23.8K -62 -7%
RCM
2378
Radnor Capital Management
Pennsylvania
$320K
IHWM
2379
Iron Horse Wealth Management
Iowa
$319K +$319K +830 New
NAMM
2380
NorthStar Asset Management (Massachusetts)
Massachusetts
$317K
FPGT
2381
Financial Partners Group (Tennessee)
Tennessee
$317K +$317K +826 New
NWA
2382
Navis Wealth Advisors
New York
$317K +$20K +52 +7%
RCS
2383
Retirement Capital Strategies
California
$317K
AIM
2384
Avity Investment Management
Connecticut
$315K
AIM
2385
Axiom Investment Management
New York
$315K -$256K -667 -45%
PRWA
2386
Platte River Wealth Advisors
Colorado
$314K +$47.6K +124 +18%
CWA
2387
Continuum Wealth Advisors
New York
$314K +$314K +817 New
CNC
2388
Citizens & Northern Corp
Pennsylvania
$313K
HIA
2389
HTG Investment Advisors
Connecticut
$311K +$311K +810 New
CRWM
2390
Castle Rock Wealth Management
California
$310K +$310K +763 New
RCC
2391
Red Cedar Capital
Nebraska
$309K
MAWA
2392
Moss Adams Wealth Advisors
Washington
$308K +$308K +803 New
DA
2393
Dover Advisors
Virginia
$308K +$308K +802 New
PP
2394
PrairieView Partners
Minnesota
$307K +$301K +785 +5,233%
AWM
2395
Align Wealth Management
Oklahoma
$306K +$306K +853 New
GWAG
2396
Garrett Wealth Advisory Group
Texas
$305K
AC
2397
AIFG Consultants
New York
$304K +$304K +792 New
OBGC
2398
O'Brien Greene & Co
Pennsylvania
$304K -$670K -1,746 -69%
WA
2399
WealthTrust Axiom
Pennsylvania
$304K
WOC
2400
West Oak Capital
California
$302K