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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.89M
2
USAA
United Services Automobile Association
Texas
$34.2M
3
SLI
Sumitomo Life Insurance
Japan
$1.07B
4
Bank of America
Bank of America
North Carolina
$16.5B
5
Rafferty Asset Management
Rafferty Asset Management
New York
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
176
PFS Investments
Georgia
$107M -$7.6M -20,050 -7%
P3I
177
Progeny 3 Inc
Washington
$104M +$58.6M +154,465 +128%
HW
178
Hancock Whitney
Mississippi
$104M -$1.81M -4,771 -2%
DLIC
179
Daido Life Insurance Company
Japan
$104M – – –
BOH
180
Bank of Hawaii
Hawaii
$103M +$1.06M +2,793 +1%
CWM
181
Calamos Wealth Management
Illinois
$102M +$155K +408 +0.2%
GT
182
Glenview Trust
Kentucky
$101M -$195K -515 -0.2%
FCFS
183
First Command Financial Services
Texas
$99.5M +$7.01M +18,489 +8%
FCB
184
First Command Bank
Texas
$99.5M +$7.01M +18,489 +8%
BSB
185
Bangor Savings Bank
Maine
$98.6M +$536K +1,414 +0.5%
TF
186
TimeScale Financial
Massachusetts
$98.2M -$255K -673 -0.3%
SPP
187
Single Point Partners
Massachusetts
$97.4M +$2.93M +7,736 +3%
Chevy Chase Trust
188
Chevy Chase Trust
Maryland
$94.9M +$26.1M +68,909 +38%
FSWA
189
Financial Synergies Wealth Advisors
Texas
$93.3M +$9.51M +25,073 +11%
BCM
190
Brookstone Capital Management
Illinois
$93M -$4M -10,232 -4%
HFBOT
191
Home Federal Bank of Tennessee
Tennessee
$92.1M +$482K +1,270 +0.5%
MFS
192
McNamara Financial Services
Massachusetts
$91.8M +$1.62M +4,265 +2%
LGWM
193
Litman Gregory Wealth Management
California
$91.4M +$1.89M +4,973 +2%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$90.5M +$11.3M +29,797 +14%
SPIA
195
Steward Partners Investment Advisory
New York
$90.3M +$5.54M +14,600 +7%
GC
196
Grimes & Company
Massachusetts
$90M -$16.9M -44,580 -16%
CB
197
Commerce Bank
Missouri
$90M +$1.76M +4,647 +2%
SIMM
198
Stillwater Investment Management (Minnesota)
Minnesota
$89.5M +$883K +2,328 +1%
SIRP
199
Shelter Insurance Retirement Plan
Missouri
$89.3M – – –
TFM
200
TFC Financial Management
Massachusetts
$89M +$2.16M +5,704 +2%
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