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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 %
MM
551
Meridian Management
Arkansas
$21.7M -$579K -1,528 -3%
SSWM
552
Sheets Smith Wealth Management
North Carolina
$21.7M +$922K +2,431 +4%
Citadel Advisors
553
Citadel Advisors
Florida
$21.7M +$19.3M +50,841 +810%
KWS
554
Keystone Wealth Services
California
$21.6M +$86.8K +229 +0.4%
BA
555
Bluesphere Advisors
Pennsylvania
$21.6M +$12.7M +33,590 +144%
MMA
556
Miracle Mile Advisors
California
$21.5M +$1.67M +4,415 +8%
GCA
557
Gradient Capital Advisors
California
$21.5M +$1.29M +3,401 +6%
BWIA
558
Bryant Woods Investment Advisors
New York
$21.5M +$360K +949 +2%
BFS
559
Bard Financial Services
Connecticut
$21.5M +$47.4K +125 +0.2%
FCA
560
FinTrust Capital Advisors
South Carolina
$21.3M +$1.65M +4,151 +8%
BHWM
561
Bay Harbor Wealth Management
Maryland
$21.1M +$2.26M +5,955 +12%
IWP
562
IAG Wealth Partners
Wisconsin
$21M +$359K +947 +2%
RFO
563
RiverGlades Family Offices
Florida
$20.9M -$861K -2,271 -4%
CFP
564
Cypress Financial Planning
New Jersey
$20.9M +$20.9M +55,241 New
BAAM
565
Baker Avenue Asset Management
California
$20.9M +$2.25M +5,923 +12%
SWM
566
SigFig Wealth Management
California
$20.8M +$3.36M +9,668 +19%
RA
567
Riverstone Advisors
Texas
$20.6M -$53.8K -142 -0.3%
FTS
568
Fifth Third Securities
Ohio
$20.5M +$20.5M +54,163 New
FFM
569
Fullerton Fund Management
Singapore
$20.4M +$20.4M +53,696 New
JWA
570
JFS Wealth Advisors
Pennsylvania
$20.3M +$1.44M +3,792 +8%
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$20.3M +$9.53M +25,137 +88%
GRP
572
Global Retirement Partners
California
$20.3M +$606K +1,599 +3%
RHBC
573
R.H. Bluestein & Co
Michigan
$20.2M -$1.85M -4,871 -8%
ES
574
ETF Store
Kansas
$20.2M +$274K +707 +1%
IDA
575
Intelligence Driven Advisers
California
$20.2M -$3.27M -8,487 -14%
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