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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 %
SAM
1126
S.A. Mason
Michigan
$5.6M +$74.9K +165 +1%
CWA
1127
Centennial Wealth Advisory
Michigan
$5.59M -$5.9M -13,003 -51%
PO
1128
Private Ocean
California
$5.58M -$867K -1,912 -13%
SWPG
1129
Strategic Wealth Partners Group
Illinois
$5.52M -$330K -727 -6%
JAG
1130
Journey Advisory Group
Kentucky
$5.51M +$1.25M +2,747 +29%
WB
1131
West Bancorporation
Iowa
$5.49M -$105K -231 -2%
OIS
1132
Okabena Investment Services
Minnesota
$5.48M
PFA
1133
Pure Financial Advisors
California
$5.47M +$965K +2,128 +21%
BWA
1134
BlueSky Wealth Advisors
North Carolina
$5.46M -$154K -339 -3%
GKWIM
1135
Gerber Kawasaki Wealth & Investment Management
California
$5.45M -$65.8K -145 -1%
SIC
1136
Sterling Investment Counsel
New York
$5.44M +$301K +664 +6%
MPM
1137
Meritage Portfolio Management
Kansas
$5.44M -$19.5K -43 -0.4%
RFA
1138
Radnor Financial Advisors
Pennsylvania
$5.43M +$996K +2,196 +22%
LNWTC
1139
Laird Norton Wetherby Trust Company
Washington
$5.42M -$51.3K -113 -0.9%
AWM
1140
Axxcess Wealth Management
California
$5.4M -$394K -869 -7%
GLLW
1141
Graves Light Lenhart Wealth
Virginia
$5.4M +$85.7K +189 +2%
GP
1142
Geneva Partners
Wisconsin
$5.39M -$1.09M -2,398 -17%
JFA
1143
JNBA Financial Advisors
Minnesota
$5.37M -$1.34M -2,958 -20%
BAMG
1144
Brand Asset Management Group
Missouri
$5.34M +$165K +364 +3%
BI
1145
Berkeley Inc
Idaho
$5.3M +$27.2K +60 +0.5%
CIR
1146
Clear Investment Research
Georgia
$5.3M -$436K -961 -8%
SF
1147
Symphony Financial
Texas
$5.3M +$344K +764 +7%
SFP
1148
Sterling Financial Planning
New Jersey
$5.29M -$233K -513 -4%
Financial Engines Advisors
1149
Financial Engines Advisors
California
$5.29M +$3.58M +7,893 +210%
VCA
1150
Verdence Capital Advisors
Maryland
$5.27M -$52.6K -116 -1%