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iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
951
Ameritas Advisory Services
Nebraska
$8.44M -$2.81M -6,184 -25%
MBT
952
Montecito Bank & Trust
California
$8.42M -$2.68M -5,902 -24%
American Century Companies
953
American Century Companies
Missouri
$8.39M -$594K -1,310 -7%
DW
954
Domani Wealth
Pennsylvania
$8.39M -$20.4K -45 -0.2%
ABC
955
Associated Banc-Corp
Wisconsin
$8.37M +$851K +1,876 +11%
PCP
956
Proficio Capital Partners
Massachusetts
$8.37M +$223K +491 +3%
WA
957
WBH Advisory
Maryland
$8.35M +$3.75M +8,722 +82%
SAS
958
SMI Advisory Services
Indiana
$8.33M +$802K +1,768 +11%
SDAM
959
Shulman DeMeo Asset Management
New York
$8.31M -$926K -2,041 -10%
Calamos Advisors
960
Calamos Advisors
Illinois
$8.31M +$440K +970 +6%
JSL
961
JT Stratford LLC
Georgia
$8.31M +$344K +759 +4%
IAA
962
Independent Advisor Alliance
North Carolina
$8.28M -$545K -1,201 -6%
GWMIA
963
Global Wealth Management Investment Advisory
Florida
$8.26M -$774K -1,706 -9%
HG
964
Harbor Group
New Hampshire
$8.25M +$306K +674 +4%
SOS
965
Silver Oak Securities
Tennessee
$8.21M +$8.21M +18,416 New
MWM
966
McNaughton Wealth Management
California
$8.17M +$316K +696 +4%
BB
967
Berkshire Bank
Massachusetts
$8.13M +$3.04M +6,693 +60%
AAM
968
Aureus Asset Management
Massachusetts
$8.12M -$193K -426 -2%
CG
969
Cutler Group
California
$8.09M -$12.2M -26,882 -60%
RTL
970
Red Tortoise LLC
Georgia
$8.05M -$131K -289 -2%
VIM
971
VCU Investment Management
Virginia
$8.01M -$6.21M -13,677 -44%
PI
972
PineBridge Investments
New York
$8M -$1.54M -3,400 -16%
SC
973
Sepio Capital
Utah
$7.99M
EFS
974
Essex Financial Services
Connecticut
$7.96M +$223K +492 +3%
ICG
975
InterOcean Capital Group
Tennessee
$7.94M +$73.5K +162 +0.9%