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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 %
PD
2426
Planning Directions
Pennsylvania
$285K +$767 +2 +0.3%
GCP
2427
Gill Capital Partners
Colorado
$284K -$3.07K -8 -1%
VT
2428
Vise Technologies
New York
$283K +$283K +736 New
RFN
2429
RDA Financial Network
Iowa
$283K -$35.8K -93 -11%
SSWM
2430
Strait & Sound Wealth Management
California
$282K +$282K +705 New
BCM
2431
Birch Capital Management
Texas
$281K +$281K +732 New
JWBC
2432
J.W. Burns & Co
New York
$281K
FA
2433
Fiduciary Alliance
South Carolina
$280K +$280K +729 New
AWM
2434
AllSquare Wealth Management
New York
$280K -$19.2K -50 -6%
WTFG
2435
Wells Trecaso Financial Group
Ohio
$279K
CFFP
2436
Center for Financial Planning
Michigan
$277K -$46.1K -120 -14%
AC
2437
Annandale Capital
Texas
$275K +$275K +716 New
AP
2438
Atwood & Palmer
Missouri
$275K
BFIM
2439
Beese Fulmer Investment Management
Ohio
$274K +$274K +713 New
DIP
2440
DT Investment Partners
Pennsylvania
$274K
CWP
2441
Cyndeo Wealth Partners
Florida
$273K +$273K +711 New
SPWM
2442
Spartan Planning & Wealth Management
North Carolina
$272K +$242K +630 +808%
CAM
2443
Columbia Asset Management
Michigan
$272K
PMG
2444
Private Management Group
California
$271K +$50.3K +131 +23%
RIM
2445
Regent Investment Management
Kentucky
$270K
SMI
2446
Shelter Mutual Insurance
Missouri
$269K
CIA
2447
Caerus Investment Advisors
Texas
$269K -$1.03M -2,675 -79%
RG
2448
Rathbones Group
United Kingdom
$268K
EA
2449
Ellsworth Advisors
Ohio
$267K +$267K +679 New
SIAG
2450
Safeguard Investment Advisory Group
California
$267K +$384 +1 +0.1%