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iShares Core S&P 500 ETF
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Overview Fund Activity

2,515 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,138 increasing their positions, 950 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,515
Holders Change
-60
Holders Change %
-2.33%
% of All Funds
42.53%
Holding in Top 10
801
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-3.73%
% of All Funds
13.54%
New
103
Increased
1,138
Reduced
950
Closed
126
Calls
$273M
Puts
$228M
Net Calls
+$44.7M
Net Calls Change
+$1.22B

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$7.24B
2
Morgan Stanley
Morgan Stanley
New York
$5.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.64B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.89M
2
USAA
United Services Automobile Association
Texas
$34.2M
3
SLI
Sumitomo Life Insurance
Japan
$1.07B
4
Bank of America
Bank of America
North Carolina
$16.5B
5
Rafferty Asset Management
Rafferty Asset Management
New York
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
251
Parsec Financial Management
North Carolina
$63.6M +$4.46M +11,761 +8%
GT
252
Glenmede Trust
Pennsylvania
$63.2M +$871K +2,298 +1%
FIB
253
First Interstate Bank
Montana
$62.9M +$2.66M +7,025 +4%
WBG
254
Wharton Business Group
Pennsylvania
$62.8M -$258K -680 -0.4%
BDF
255
Balasa Dinverno & Foltz
$62.7M -$299K -789 -0.5%
BS
256
Bessemer Securities
New York
$62.5M – – –
CS
257
Comerica Securities
Michigan
$62.4M +$1.12M +2,955 +2%
NRA
258
NSI Retail Advisors
Pennsylvania
$61.8M +$45.8M +120,800 +286%
SHJ
259
Sharkey, Howes & Javer
Colorado
$61.8M +$4.71M +12,426 +8%
PWA
260
Physician Wealth Advisors
Utah
$61.8M -$700K -1,696 -1%
SIM
261
SSI Investment Management
California
$61.4M +$115K +304 +0.2%
CAM
262
Chandler Asset Management
California
$61.3M +$842K +2,220 +1%
AFS
263
Amtrust Financial Services
New York
$61M – – –
TLFA
264
True Link Financial Advisors
California
$60.9M +$445K +1,173 +0.7%
VFIC
265
Valley Forge Investment Consultants
Pennsylvania
$60.8M +$889K +2,346 +1%
BRWA
266
B. Riley Wealth Advisors
Florida
$60.3M -$10.9M -28,836 -15%
BWP
267
BSW Wealth Partners
Colorado
$60.2M +$692K +1,826 +1%
RSWM
268
Robertson Stephens Wealth Management
California
$60.1M +$15.2M +39,959 +34%
TIM
269
Tortoise Investment Management
New York
$59.8M -$839K -2,213 -1%
FCFC
270
First Commonwealth Financial Corp
Pennsylvania
$59.8M -$1.46M -3,849 -2%
CI
271
Conning Inc
Connecticut
$59.5M -$601K -1,585 -1%
ONB
272
Old National Bancorp
Indiana
$59.1M +$9.21M +24,279 +18%
MHS
273
M Holdings Securities
Oregon
$59M -$7.49M -19,762 -11%
ANTB
274
AMG National Trust Bank
Colorado
$58.6M -$985K -2,423 -2%
Principal Financial Group
275
Principal Financial Group
Iowa
$58.5M -$30.7M -80,941 -34%
9 10
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