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iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JLBC
2001
J.L. Bainbridge & Co
Florida
$569K -$379K -1,000 -40%
UBV
2002
United Bank (Virginia)
Virginia
$568K +$191K +503 +51%
QCM
2003
Quantinno Capital Management
New York
$567K -$29.2K -77 -5%
TAM
2004
Tocqueville Asset Management
New York
$563K +$379 +1 +0.1%
FF
2005
FourThought Financial
Florida
$563K +$48.1K +127 +9%
PT
2006
Plimoth Trust
Massachusetts
$562K -$56.5K -149 -9%
IC
2007
Inscription Capital
Texas
$562K +$562K +1,483 New
TWM
2008
Tradition Wealth Management
Minnesota
$561K +$65.6K +173 +13%
WCA
2009
Waypoint Capital Advisors
Minnesota
$557K -$20.5K -54 -4%
ERIM
2010
Eagle Ridge Investment Management
Connecticut
$556K -$20.5K -54 -4%
SC
2011
Shearwater Capital
Colorado
$553K
Canada Life
2012
Canada Life
Manitoba, Canada
$552K +$206K +544 +60%
DHFB
2013
Dixon Hubard Feinour & Brown
Virginia
$551K -$96.8K -255 -15%
PS
2014
Planned Solutions
California
$549K +$379 +1 +0.1%
CWMGP
2015
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$549K +$759 +2 +0.1%
MWM
2016
Marion Wealth Management
Pennsylvania
$548K -$185K -488 -25%
MBTD
2017
Mechanics Bank - Trust Department
California
$548K
DCM
2018
Disciplina Capital Management
Tennessee
$548K +$26.5K +70 +5%
OR
2019
Olympiad Research
Connecticut
$546K -$1.61M -4,259 -75%
WFA
2020
Wade Financial Advisory
California
$546K -$14K -37 -3%
FRA
2021
Front Row Advisors
California
$546K
HGWM
2022
Horst & Graben Wealth Management
Oregon
$544K +$88.4K +233 +19%
CWM
2023
CCG Wealth Management
California
$543K -$10.2K -27 -2%
WA
2024
Wambolt & Associates
Colorado
$540K -$7.59K -20 -1%
TW
2025
TrinityPoint Wealth
Connecticut
$540K +$232K +611 +75%