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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
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
APCM
301
Alaska Permanent Capital Management
Alaska
$52M -$3.75M -9,900 -7%
DWM
302
Destination Wealth Management
California
$51.9M +$1.55M +4,086 +3%
RTS
303
Round Table Services
New Jersey
$51.2M +$390K +1,028 +0.8%
ANB
304
Amarillo National Bank
Texas
$51.2M +$640K +1,689 +1%
CWM
305
Cahill Wealth Management
Michigan
$50.8M +$961K +2,535 +2%
BWM
306
BT Wealth Management
Georgia
$50.6M +$2.16M +5,695 +4%
VFA
307
Valeo Financial Advisors
Indiana
$50.1M -$1.94M -5,104 -4%
PFG
308
PAX Financial Group
Texas
$49.8M -$145K -382 -0.3%
IAN
309
Integrated Advisors Network
Texas
$49.4M -$179K -473 -0.4%
JF
310
JSF Financial
California
$49.4M +$4.02M +10,600 +9%
Sumitomo Mitsui Trust Group
311
Sumitomo Mitsui Trust Group
Japan
$49.2M +$12.2M +32,054 +33%
BBHC
312
Brown Brothers Harriman & Co
New York
$49.1M +$2.16M +5,684 +5%
MFA
313
Mayflower Financial Advisors
Massachusetts
$49.1M -$2.32M -7,010 -5%
CI
314
CX Institutional
Indiana
$48.8M +$9.43M +24,883 +24%
CSWG
315
Cardinal Strategic Wealth Guidance
Kentucky
$48.7M +$5.2M +13,714 +12%
CA
316
Crewe Advisors
Utah
$48.6M +$3.78M +9,959 +8%
NCM
317
Narwhal Capital Management
Georgia
$48.5M +$2.14M +5,652 +5%
KWMG
318
King Wealth Management Group
Florida
$48M +$3.76M +9,917 +8%
WA
319
Wealth Architects
California
$48M -$53.5K -141 -0.1%
RIA
320
Regal Investment Advisors
Michigan
$47.9M +$1.74M +4,602 +4%
VFA
321
Voya Financial Advisors
Connecticut
$47.9M -$1.41M -3,690 -3%
NEPPG
322
New England Professional Planning Group
Rhode Island
$47.8M +$1.2M +3,163 +3%
AI
323
Accredited Investors
Minnesota
$47.4M -$676K -1,784 -1%
VCM
324
Vision Capital Management
Oregon
$47.1M +$3.15M +8,312 +7%
BF
325
BOK Financial
Oklahoma
$47M +$820K +2,162 +2%
11 12
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