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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 %
CIP
801
Capital Insight Partners
Arizona
$10.3M +$331K +874 +3%
AHC
802
Anderson Hoagland & Co
Missouri
$10.3M -$207K -530 -2%
FC
803
Fulcrum Capital
Washington
$10.3M -$218K -576 -2%
DWM
804
Darwin Wealth Management
Florida
$10.3M +$1.52M +3,697 +17%
PWMAG
805
Pinnacle Wealth Management Advisory Group
New Jersey
$10.3M +$581K +1,532 +6%
WIA
806
World Investment Advisors
California
$10.2M +$1.39M +3,342 +16%
ML
807
McAdam LLC
Pennsylvania
$10.2M +$3.94M +10,400 +63%
Axa
808
Axa
France
$10.2M +$1.45M +3,813 +16%
FCC
809
Flower City Capital
New York
$10.2M +$2.89M +7,621 +40%
GG
810
Gofen & Glossberg
Illinois
$10.2M +$232K +612 +2%
PFG
811
Pacific Financial Group
Washington
$10.1M -$538K -1,418 -5%
GWM
812
Gray Wealth Management
Maine
$10.1M +$88.3K +233 +0.9%
CTA
813
Chesley Taft & Associates
Illinois
$10.1M +$209K +552 +2%
BFS
814
Bradley Foster & Sargent
Connecticut
$10M +$159K +420 +2%
WCFA
815
Walkner Condon Financial Advisors
Wisconsin
$10M +$17.1K +45 +0.2%
PGWM
816
Parisi Gray Wealth Management
New Jersey
$10M -$26.9K -71 -0.3%
CHA
817
Cooper/Haims Advisors
New York
$10M -$126K -332 -1%
TCA
818
Transcend Capital Advisors
New Jersey
$9.97M +$84.6K +223 +0.9%
FPCP
819
Fort Point Capital Partners
California
$9.93M +$3.78M +9,973 +61%
FPW
820
Flagship Private Wealth
Massachusetts
$9.89M -$240K -633 -2%
PWM
821
Praetorian Wealth Management
California
$9.89M +$221K +583 +2%
PFA
822
Pure Financial Advisors
California
$9.88M +$5.31M +14,005 +116%
SFG
823
Snider Financial Group
Washington
$9.81M +$282K +745 +3%
RWP
824
Revolve Wealth Partners
New Jersey
$9.8M -$1.9K -5 -0%
VVP
825
Venture Visionary Partners
Ohio
$9.75M -$3.27M -8,612 -25%
31 32
33
34 35