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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 %
APW
976
Acima Private Wealth
Virginia
$6.63M +$520K +1,372 +9%
CT
977
Clearstead Trust
Maine
$6.63M +$6.52M +17,194 +5,770%
T. Rowe Price Associates
978
T. Rowe Price Associates
Maryland
$6.63M -$3.3M -8,715 -33%
BWP
979
Baldwin Wealth Partners
Massachusetts
$6.62M +$15.5K +41 +0.2%
DT
980
Daniels + Tansey
Delaware
$6.61M – – –
MWM
981
McNaughton Wealth Management
California
$6.59M -$234K -618 -3%
ARG
982
Advisory Resource Group
Oklahoma
$6.59M -$15.5K -41 -0.2%
RWIA
983
Roger Wittlin Investment Advisory
California
$6.59M +$11K +29 +0.2%
WQ
984
Wealth Quarterback
New Jersey
$6.58M +$6.58M +17,354 New
HAC
985
Harbor Advisory Corp
New Hampshire
$6.58M +$17.8K +47 +0.3%
RTL
986
Red Tortoise LLC
Georgia
$6.54M -$188K -495 -3%
WWM
987
Wiser Wealth Management
Georgia
$6.49M -$36.6M -96,519 -85%
Calamos Advisors
988
Calamos Advisors
Illinois
$6.48M -$465K -1,227 -7%
CA
989
CGN Advisors
Kansas
$6.46M +$403K +1,064 +7%
PA
990
PSI Advisors
Florida
$6.41M -$3.06M -8,081 -32%
FA
991
Forefront Analytics
Pennsylvania
$6.38M -$850K -2,243 -12%
TCM
992
Telos Capital Management
California
$6.38M +$95.9K +253 +2%
4WM
993
4J Wealth Management
Virginia
$6.36M -$14.8M -39,025 -70%
AFS
994
Axiom Financial Strategies
Indiana
$6.35M +$137K +361 +2%
WCWM
995
Wooster Corthell Wealth Management
Connecticut
$6.33M -$102K -268 -2%
LG
996
Leuthold Group
Minnesota
$6.32M +$6.32M +16,680 New
SIC
997
Shoker Investment Counsel
Ohio
$6.32M -$77.3K -204 -1%
T
998
TrueFG
Texas
$6.31M -$47K -124 -0.7%
PI
999
PineBridge Investments
New York
$6.27M -$417K -1,100 -6%
T
1000
TRUADVICE
Florida
$6.26M -$282K -677 -4%
38 39
40
41 42