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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 %
WT
1701
Washington Trust
Rhode Island
$1.15M – – –
AS
1702
Altshuler Shaham
Israel
$1.15M +$1.15M +3,044 New
PL
1703
Plancorp LLC
Missouri
$1.15M -$19K -50 -2%
SSWM
1704
Smith Salley Wealth Management
North Carolina
$1.15M +$119K +313 +12%
CGPCS
1705
Capital Group Private Client Services
California
$1.15M +$377K +994 +49%
MW
1706
MBL Wealth
North Carolina
$1.14M -$89.1K -235 -7%
HJGA
1707
Hardman Johnston Global Advisors
Connecticut
$1.14M +$1.14M +3,005 New
MHIC
1708
Marble Harbor Investment Counsel
Massachusetts
$1.14M +$137K +361 +14%
HFS
1709
Howard Financial Services
Texas
$1.13M -$206K -543 -15%
GD
1710
Grandfield & Dodd
New York
$1.13M -$4.94K -13 -0.4%
LPIC
1711
LeJeune Puetz Investment Counsel
Michigan
$1.13M – – –
SFP
1712
Sweet Financial Partners
Minnesota
$1.13M +$1.13M +2,966 New
SAM
1713
Summit Asset Management
Tennessee
$1.12M -$100K -264 -8%
BBA
1714
Braun-Bostich & Associates
Pennsylvania
$1.12M -$7.96K -21 -0.7%
CWM
1715
Cabot Wealth Management
Massachusetts
$1.12M +$86.8K +229 +8%
OPA
1716
Old Port Advisors
Maine
$1.12M +$342K +892 +44%
MIA
1717
MMBG Investment Advisors
Florida
$1.11M – – –
LRIA
1718
Leonard Rickey Investment Advisors
Washington
$1.11M +$2.65K +7 +0.2%
MCM
1719
Mengis Capital Management
Oregon
$1.11M -$25K -66 -2%
RIM
1720
Rockbridge Investment Management
New York
$1.1M -$4.99M -13,164 -82%
AA
1721
Addison Advisors
Vermont
$1.1M -$775K -2,044 -41%
WAS
1722
Wealth Advisory Solutions
Indiana
$1.1M -$13.3K -35 -1%
BWA
1723
Bordeaux Wealth Advisors
California
$1.1M -$251K -661 -19%
CS
1724
Capital Square
Tennessee
$1.1M +$28.4K +75 +3%
MA
1725
MAS Advisors
Florida
$1.1M +$822K +2,168 +297%
67 68
69
70 71