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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 %
GIA
576
Gladstone Institutional Advisory
Florida
$20.1M +$1.07M +2,835 +6%
TC
577
TownSquare Capital
Utah
$20M +$1.81M +4,774 +10%
UFA
578
US Financial Advisors
Massachusetts
$19.8M +$394K +1,040 +2%
LNB
579
Ledyard National Bank
$19.6M +$1.09M +2,882 +6%
RWA
580
Ropes Wealth Advisors
Massachusetts
$19.6M +$223K +588 +1%
AWM
581
Avondale Wealth Management
Texas
$19.5M +$1.21M +3,187 +7%
FG
582
Foster Group
Iowa
$19.4M +$611K +1,611 +3%
SLF
583
Sun Life Financial
Ontario, Canada
$19.3M +$4.67M +12,314 +32%
CWM
584
Campbell Wealth Management
Virginia
$19.2M -$1.38M -3,638 -7%
SXL
585
Summit X LLC
Missouri
$19.2M -$420K -1,109 -2%
MC
586
Middleton & Co
Massachusetts
$19.1M +$205K +541 +1%
1WM
587
1900 Wealth Management
Texas
$19.1M +$3.13M +8,252 +20%
CWM
588
Congress Wealth Management
Massachusetts
$19.1M -$58.8K -155 -0.3%
WCM
589
Windsor Capital Management
Arizona
$19M +$1.61M +4,241 +9%
CA
590
Cornerstone Advisors
North Carolina
$19M +$9.86M +26,000 +108%
WPW
591
Waldron Private Wealth
Pennsylvania
$19M -$227K -600 -1%
National Bank of Canada
592
National Bank of Canada
Quebec, Canada
$18.9M -$2.46M -6,207 -12%
HWM
593
HB Wealth Management
Georgia
$18.9M +$3.12M +8,219 +20%
CFGF
594
Compass Financial Group (Florida)
Florida
$18.9M -$67.1K -177 -0.4%
TC
595
Telemus Capital
Michigan
$18.9M -$3.3M -8,715 -15%
SC
596
Savant Capital
Illinois
$18.9M +$4.81M +12,692 +34%
SCA
597
Stonebridge Capital Advisors
Minnesota
$18.8M +$161K +425 +0.9%
DCM
598
Dimension Capital Management
Florida
$18.8M -$256K -675 -1%
EWA
599
Exencial Wealth Advisors
Oklahoma
$18.7M -$128K -338 -0.7%
FMN
600
Financial Management Network
California
$18.7M +$1.57M +4,099 +9%
22 23
24
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