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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 %
CP
601
Capital Planning
Washington
$18.6M +$338K +892 +2%
LWA
602
LWS Wealth Advisors
New Jersey
$18.5M +$591K +1,559 +3%
GCA
603
Greenwood Capital Associates
South Carolina
$18.4M +$2.63M +6,934 +17%
EGP
604
Entrust Global Partners
New York
$18.4M – – –
CIAS
605
CBIZ Investment Advisory Services
Ohio
$18.3M +$18.3M +48,264 New
CNHF
606
Conrad N. Hilton Foundation
California
$18.3M +$6.78M +17,888 +59%
IFA
607
Interactive Financial Advisors
Illinois
$18.2M +$1.16M +3,001 +7%
LF
608
Lantz Financial
Illinois
$18.2M +$651K +1,717 +4%
TWM
609
Trevian Wealth Management
Massachusetts
$18.2M -$2.55M -6,730 -12%
IC
610
IEQ Capital
California
$18.2M +$1M +2,638 +6%
ERWM
611
Elk River Wealth Management
Colorado
$18M +$966K +2,549 +6%
LAS
612
Lloyd Advisory Services
Georgia
$18M +$177K +468 +1%
RWA
613
River Wealth Advisors
Pennsylvania
$18M +$199K +526 +1%
BA
614
Ballew Advisors
Mississippi
$17.9M -$114K -300 -0.6%
WCM
615
WealthBridge Capital Management
Ohio
$17.9M -$455K -1,201 -2%
EAM
616
Erste Asset Management
Austria
$17.9M +$381K +1,000 +2%
SC
617
SouthState Corp
Florida
$17.9M +$33.7K +89 +0.2%
NCM
618
Novare Capital Management
North Carolina
$17.8M +$4.16M +10,980 +31%
OGF
619
Orin Green Financial
California
$17.8M +$448K +1,162 +3%
FFA
620
Fi3 Financial Advisors
Indiana
$17.8M +$37.3K +98 +0.2%
KCM
621
Kanawha Capital Management
Virginia
$17.8M +$117K +308 +0.7%
1832 Asset Management
622
1832 Asset Management
Ontario, Canada
$17.7M -$36.7M -96,669 -67%
AIA
623
Avalon Investment & Advisory
Texas
$17.7M +$805K +2,123 +5%
PPW
624
PACK Private Wealth
Minnesota
$17.7M +$1.23M +3,246 +7%
Daiwa Securities Group
625
Daiwa Securities Group
Japan
$17.6M -$923K -2,434 -5%
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25
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