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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 %
SG Americas Securities
1101
SG Americas Securities
New York
$5.95M +$5.95M +13,121 New
LWMNY
1102
Landmark Wealth Management (New York)
New York
$5.95M +$3.18M +13,967 +115%
CIC
1103
Carnegie Investment Counsel
Ohio
$5.94M +$317K +698 +6%
SFPG
1104
Stonebridge Financial Planning Group
Florida
$5.93M -$36.3K -80 -0.6%
QC
1105
Quent Capital
New York
$5.87M +$196K +431 +3%
BONH
1106
Bank of New Hampshire
New Hampshire
$5.85M -$735K -1,621 -11%
CIC
1107
Cutler Investment Counsel
Oregon
$5.84M +$4.28M +9,436 +275%
PMFA
1108
Plante Moran Financial Advisors
Michigan
$5.83M -$2.08M -4,578 -26%
RWP
1109
Ridgecrest Wealth Partners
California
$5.81M +$44K +97 +0.8%
MWM
1110
Meridian Wealth Management
Kentucky
$5.8M +$153K +338 +3%
TC
1111
Trust Company
Kansas
$5.8M -$59K -130 -1%
WP
1112
WealthSource Partners
California
$5.79M -$358K -789 -6%
MCM
1113
Maryland Capital Management
Maryland
$5.79M +$607K +1,337 +12%
AT
1114
American Trust
Kentucky
$5.79M +$4.89M +10,779 +545%
EWM
1115
Empirical Wealth Management
Washington
$5.78M -$114K -252 -2%
IIC
1116
Ironwood Investment Counsel
Arizona
$5.76M -$806K -1,777 -12%
SWA
1117
Sax Wealth Advisors
New Jersey
$5.75M +$241K +532 +4%
OPWM
1118
Oxinas Partners Wealth Management
Indiana
$5.72M -$205K -452 -3%
MWPCG
1119
Measured Wealth Private Client Group
New Hampshire
$5.72M -$371K -818 -6%
AIP
1120
Almanack Investment Partners
Pennsylvania
$5.71M -$1.5M -3,303 -21%
GM
1121
GeoWealth Management
Illinois
$5.65M -$1.79M -3,940 -24%
FCA
1122
FLC Capital Advisors
California
$5.64M +$235K +517 +4%
NEGWA
1123
New England Guild Wealth Advisors
Connecticut
$5.63M -$41.3K -91 -0.7%
Betterment LLC
1124
Betterment LLC
New York
$5.62M +$823K +1,814 +17%
CFA
1125
Cahill Financial Advisors
Minnesota
$5.61M +$79.4K +175 +1%