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iShares Core S&P 500 ETF

2,575 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,146 increasing their positions, 983 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
-26
Holders Change %
-1%
% of All Funds
40.75%
Holding in Top 10
832
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-3.03%
% of All Funds
13.17%
New
124
Increased
1,146
Reduced
983
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Shares
Change %
ANB
301
Amarillo National Bank
Texas
$60.4M +$3.21M +7,075 +6%
MCC
302
Money Concepts Capital
Florida
$60.4M +$4.98M +10,969 +9%
DWM
303
Destination Wealth Management
California
$60.3M -$7.52M -16,570 -11%
FNBT
304
FineMark National Bank & Trust
Florida
$60.2M +$3.09M +6,817 +5%
MIS
305
Morningstar Investment Services
Illinois
$60.2M +$3.92M +8,494 +7%
GIM
306
Goelzer Investment Management
Indiana
$60.1M +$8.35M +18,415 +16%
PFG
307
PAX Financial Group
Texas
$59.7M +$17.8M +39,130 +42%
ONB
308
Old National Bancorp
Indiana
$59.7M +$364K +803 +0.6%
CWM
309
Cahill Wealth Management
Michigan
$59.6M +$59.6M +131,460 New
VFA
310
Voya Financial Advisors
Connecticut
$59.4M -$5.4M -11,718 -8%
IAN
311
Integrated Advisors Network
Texas
$59.4M -$2.54M -5,598 -4%
JWM
312
Janiczek Wealth Management
Colorado
$59.2M -$1,000K -2,204 -2%
CC
313
Cadinha & Co
Hawaii
$58.8M +$34M +75,006 +138%
BWM
314
BT Wealth Management
Georgia
$58M +$4.26M +9,397 +8%
AI
315
Accredited Investors
Minnesota
$57.5M -$687K -1,514 -1%
WA
316
Wealth Architects
California
$57.4M -$453K -998 -0.8%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$57.3M +$4.53M +9,995 +9%
BBHC
318
Brown Brothers Harriman & Co
New York
$56.2M -$8.93M -19,678 -14%
PWLP
319
Prio Wealth Limited Partnership
Massachusetts
$56M -$283K -623 -0.5%
CC
320
Courier Capital
New York
$56M -$244K -538 -0.4%
NEPPG
321
New England Professional Planning Group
Rhode Island
$55.9M +$1.36M +3,001 +3%
NCM
322
Narwhal Capital Management
Georgia
$55.5M +$4.94M +10,891 +10%
BF
323
BOK Financial
Oklahoma
$55.3M -$553K -1,219 -1%
RIA
324
Regal Investment Advisors
Michigan
$55.3M +$3.65M +8,049 +7%
Deutsche Bank
325
Deutsche Bank
Germany
$55M -$232K -512 -0.4%