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iShares Core S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
676
DHK Financial Advisors
New Hampshire
$18M +$8.84M +19,494 +97%
TWP
677
Transparent Wealth Partners
Arkansas
$18M +$17.1M +37,781 +2,011%
WEPOG
678
Wealth Enhancement & Preservation of GA
Georgia
$18M +$8.77M +19,320 +95%
SWM
679
Sanctuary Wealth Management
Idaho
$17.9M +$17.9M +39,381 New
BWP
680
Bernardo Wealth Planning
Pennsylvania
$17.9M +$1.29M +2,852 +8%
C
681
Certuity
Florida
$17.8M +$3.81M +8,394 +27%
IC
682
Iconiq Capital
California
$17.8M -$789K -1,739 -4%
WSFS
683
Wilmington Savings Fund Society
Delaware
$17.8M -$147K -324 -0.8%
FAIM
684
Financial Advocates Investment Management
Washington
$17.8M +$11.1M +24,524 +167%
BOC
685
Bull Oak Capital
California
$17.8M +$3.22M +7,094 +22%
VC
686
Vestor Capital
Illinois
$17.7M -$2.55M -5,615 -13%
FNT
687
First National Trust
Pennsylvania
$17.6M -$260K -574 -1%
CAN
688
Claraphi Advisory Network
United States
$17.6M +$16.4M +36,062 +1,373%
VWA
689
VERITY Wealth Advisors
United States
$17.5M +$132K +290 +0.8%
CA
690
CoreCap Advisors
Michigan
$17.5M +$5.8M +12,784 +50%
SLF
691
Sun Life Financial
Ontario, Canada
$17.5M +$4.04M +8,899 +30%
TF
692
Trek Financial
Arizona
$17.3M +$4.24M +9,345 +32%
HC
693
Hoese & Co
Minnesota
$17.3M +$3.18K +7 +0%
DJYG
694
David J. Yvars Group
Florida
$17.2M -$701K -1,544 -4%
EWM
695
EPG Wealth Management
Georgia
$17.2M +$717K +1,581 +4%
NB
696
Northwest Bancshares
Pennsylvania
$17.1M -$46.3K -102 -0.3%
EPM
697
Elm Partners Management
Pennsylvania
$17M -$2.22M -4,884 -12%
MWP
698
Moller Wealth Partners
$17M -$8.17K -18 -0%
CCFM
699
Clear Creek Financial Management
Washington
$16.9M -$810K -1,785 -5%
CAWM
700
Capital Advisors Wealth Management
Washington
$16.9M +$118K +260 +0.7%
26 27
28
29 30