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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 %
WLIM
2026
White Lighthouse Investment Management
Massachusetts
$539K -$44.3K -117 -8%
BSI
2027
Bennett Selby Investments
Maine
$538K -$66K -174 -11%
WIM
2028
Warwick Investment Management
Texas
$538K +$1.14K +3 +0.2%
CMS
2029
Capital Market Strategies
Florida
$535K -$5.69K -15 -1%
TPWM
2030
Twelve Points Wealth Management
Massachusetts
$534K
IWN
2031
Independent Wealth Network
Iowa
$534K +$53.4K +141 +11%
FF
2032
Francis Financial
$534K +$534K +1,343 New
CF
2033
Convergence Financial
Missouri
$528K -$9.48K -25 -2%
JCA
2034
January Capital Advisors
California
$528K
BMD
2035
Better Money Decisions
New Mexico
$526K +$72.9K +192 +16%
GC
2036
Gibson Capital
Pennsylvania
$525K
PA
2037
Prism Advisors
California
$524K
LJHT
2038
Laurie J. Hall Trustee
$521K -$56.8K -150 -10%
SAMC
2039
Spectrum Asset Management (California)
California
$521K -$4.17K -11 -0.8%
CG
2040
Clarus Group
Texas
$515K +$5.31K +14 +1%
AGA
2041
Arkos Global Advisors
Texas
$514K -$9.48K -25 -2%
HCM
2042
HM Capital Management
Missouri
$512K
NSB
2043
Norway Savings Bank
Maine
$510K -$3.79K -10 -0.7%
WAM
2044
Worth Asset Management
Texas
$508K
VAM
2045
Vienna Asset Management
California
$507K +$507K +2,028 New
FM
2046
Foster & Motley
Ohio
$506K -$166K -439 -25%
FCM
2047
Firestone Capital Management
Florida
$505K +$89K +235 +21%
PWP
2048
Principle Wealth Partners
Connecticut
$504K
STCOSD
2049
Sageworth Trust Company of South Dakota
South Dakota
$504K
DIA
2050
Dana Investment Advisors
Wisconsin
$504K +$232K +612 +85%