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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 %
JSL
901
JT Stratford LLC
Georgia
$7.81M +$868K +2,289 +13%
BCA
902
Bay Colony Advisors
Massachusetts
$7.8M +$4.89M +11,816 +169%
CL
903
CPWM LLC
Washington
$7.78M -$3.11M -8,203 -29%
CFG
904
Cooper Financial Group
California
$7.78M +$557K +1,470 +8%
HWIS
905
Hancock Whitney Investment Services
Louisiana
$7.76M -$100K -265 -1%
PFS
906
Prospera Financial Services
Texas
$7.74M -$1.21M -3,184 -13%
BMM
907
Buffington Mohr McNeal
Idaho
$7.7M +$445K +1,173 +6%
RWI
908
Red Wave Investments
Pennsylvania
$7.7M +$267K +705 +4%
EL
909
EQ LLC
Washington
$7.68M -$10.3M -27,081 -57%
CFS
910
CRA Financial Services
New Jersey
$7.66M +$433K +1,141 +6%
PPWM
911
PFG Private Wealth Management
Florida
$7.65M +$110K +291 +1%
FFP
912
Forbes Financial Planning
Rhode Island
$7.65M -$25.4K -67 -0.3%
HNW
913
High Note Wealth
Minnesota
$7.62M +$9.1K +24 +0.1%
KWM
914
Kingsview Wealth Management
Oregon
$7.61M +$2.33M +6,153 +44%
IAA
915
Independent Advisor Alliance
North Carolina
$7.59M +$672K +1,772 +10%
GCM
916
Granby Capital Management
Florida
$7.58M – – –
CTC
917
Central Trust Company
Missouri
$7.58M +$6.45K +17 +0.1%
OCM
918
Orion Capital Management
California
$7.56M +$1.71M +4,515 +29%
AAMC
919
Asset Allocation & Management Company
Illinois
$7.54M – – –
Jones Financial Companies
920
Jones Financial Companies
Missouri
$7.54M -$526K -1,387 -7%
AA
921
Argent Advisors
Louisiana
$7.54M +$311K +819 +4%
GWMIA
922
Global Wealth Management Investment Advisory
Florida
$7.54M +$637K +1,680 +9%
OFG
923
Omega Financial Group
California
$7.52M -$147K -388 -2%
Fiera Capital (Canada)
924
Fiera Capital (Canada)
Quebec, Canada
$7.52M -$566K -1,494 -7%
KW
925
KWB Wealth
California
$7.5M -$1.75M -4,617 -19%
35 36
37
38 39