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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 %
LK
1976
Lumbard & Kellner
New Hampshire
$773K -$325K -716 -30%
FNB
1977
Farmers National Bank
Kentucky
$771K -$45.4K -100 -6%
LWA
1978
Lenox Wealth Advisors
New York
$770K +$181K +404 +31%
GWM
1979
Greenwich Wealth Management
Connecticut
$769K -$57.1K -126 -7%
Parallax Volatility Advisers
1980
Parallax Volatility Advisers
California
$769K +$769K +1,695 New
BC
1981
Brio Consultants
California
$765K +$274K +604 +56%
MM
1982
Main Management
California
$764K +$316K +697 +71%
ME
1983
McIlrath & Eck
Washington
$756K
BP
1984
BCK Partners
New York
$755K -$31.7K -70 -4%
KOMWMG
1985
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$752K -$83.5K -184 -10%
WIA
1986
Westbourne Investment Advisors
Maryland
$752K
SC
1987
Searle & Co
Connecticut
$752K +$249K +550 +50%
FFG
1988
Frisch Financial Group
New York
$751K +$3.63K +8 +0.5%
ADIM
1989
Alpha DNA Investment Management
Maryland
$747K +$187K +412 +33%
WWM
1990
WT Wealth Management
Arizona
$746K -$908 -2 -0.1%
HFAS
1991
Hummer Financial Advisory Services
Illinois
$746K
PT
1992
Plimoth Trust
Massachusetts
$740K -$4.53K -10 -0.6%
IFS
1993
Ifrah Financial Services
Arkansas
$740K +$9.07K +20 +1%
AWA
1994
AmeriServ Wealth Advisors
Pennsylvania
$740K +$88.4K +195 +14%
CS
1995
Cannell & Spears
New York
$737K
MHB
1996
Midwest Heritage Bank
Iowa
$733K
JBA
1997
Johnson Bixby & Associates
Washington
$732K -$20.4K -45 -3%
MFG
1998
Monte Financial Group
Connecticut
$732K +$25K +55 +4%
LBA
1999
Lowell Blake & Associates
Massachusetts
$732K +$25.4K +56 +4%
MFS
2000
Madrona Financial Services
Washington
$726K