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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.

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
1
Creative Planning
Kansas
$7.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$5.12B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.24B
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$677M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$9.64B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$5.89M
2
USAA
2
United Services Automobile Association
Texas
$34.2M
3
SLI
3
Sumitomo Life Insurance
Japan
$1.07B
4
Bank of America
4
Bank of America
North Carolina
$16.5B
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$1.71B
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
101
Sigma Investment Counselors
Michigan
$238M 628,193 +7,723 +1%
TF
102
TIAA FSB
Florida
$232M 610,744 +190,784 +45%
TI
103
Truepoint Inc
Ohio
$226M 597,074 +78,886 +15%
Comerica Bank
104
Comerica Bank
Texas
$224M 567,183 -1,578 -0.3%
UB
105
UMB Bank
Missouri
$221M 582,931 +8,259 +1%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$218M 575,720 +113,288 +24%
Stifel Financial
107
Stifel Financial
Missouri
$217M 572,905 +20,780 +4%
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$214M 563,587 +12,834 +2%
EW
109
Evoke Wealth
California
$213M 560,696 +11,388 +2%
MMI
110
Matson Money Inc
Ohio
$203M 536,203 +50,250 +10%
DWA
111
Divergent Wealth Advisors
Utah
$201M 530,333 +117,568 +28%
NA
112
NewEdge Advisors
Louisiana
$196M 518,020 +31,253 +6%
PIMJS
113
PKO Investment Management Joint-Stock
Poland
$195M 515,435 +50,232 +11%
Fidelity International
114
Fidelity International
Bermuda
$192M 507,526 +48,807 +11%
COCM
115
Charter Oak Capital Management
New Hampshire
$188M 496,949 +22,601 +5%
HHGA
116
Halbert Hargrove Global Advisors
California
$188M 496,899 -867 -0.2%
Wellington Management Group
117
Wellington Management Group
Massachusetts
$188M 496,692 +39,692 +9%
CWM
118
Cahaba Wealth Management
Georgia
$187M 492,009 +30,548 +7%
AWE
119
Avidian Wealth Enterprises
Texas
$181M 477,279 +13,705 +3%
KA
120
Klingman & Associates
New York
$181M 476,529 +16,118 +4%
TLIC
121
Taiyo Life Insurance Company
Japan
$180M 474,975 – –
LIA
122
LBMC Investment Advisors
Tennessee
$179M 472,703 -24,124 -5%
KIM
123
Karpus Investment Management
New York
$177M 467,268 +2,078 +0.4%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$174M 459,786 -4,256 -0.9%
JC
125
JB Capital
Connecticut
$172M 453,043 +7,882 +2%
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5
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