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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 %
CMS
2051
Capital Market Strategies
Florida
$646K -$42.6K -94 -6%
NLP
2052
Next Level Private
New York
$644K
CF
2053
Convergence Financial
Missouri
$643K
WIM
2054
Warwick Investment Management
Texas
$643K +$4.99K +11 +0.8%
DIA
2055
Davidson Investment Advisors
Montana
$641K +$49.5K +109 +8%
TPWM
2056
Twelve Points Wealth Management
Massachusetts
$639K -$148K -327 -19%
CA
2057
Cambridge Advisors
Nebraska
$636K +$68.1K +150 +12%
SEM
2058
Strategic Equity Management
Arizona
$635K -$32.2K -71 -5%
SAMC
2059
Spectrum Asset Management (California)
California
$629K -$36.3K -80 -5%
GC
2060
Gibson Capital
Pennsylvania
$629K
CWP
2061
CFM Wealth Partners
Texas
$627K -$488K -1,074 -44%
PA
2062
Prism Advisors
California
$627K
TC
2063
Tenret Company
Florida
$627K +$34K +75 +6%
AGA
2064
Arkos Global Advisors
Texas
$626K -$12.2K -27 -2%
BW
2065
Bison Wealth
Georgia
$624K +$180K +398 +41%
DCM
2066
Disciplina Capital Management
Tennessee
$623K -$307K -676 -33%
CCA
2067
Childress Capital Advisors
Texas
$623K +$623K +1,374 New
FFA
2068
Freedman Financial Associates
Massachusetts
$618K +$7.79K +17 +1%
FF
2069
FourThought Financial
Florida
$616K +$53.9K +119 +10%
NSB
2070
Norway Savings Bank
Maine
$615K -$38.6K -85 -6%
AC
2071
Apella Capital
Connecticut
$614K +$64.8K +143 +12%
AA
2072
Advisory Alpha
Michigan
$614K +$413K +910 +206%
SWK
2073
Stephen W. Kidder
$612K -$136K -300 -18%
HCM
2074
HM Capital Management
Missouri
$612K -$30.4K -67 -5%
CG
2075
Clarus Group
Texas
$610K +$40.9K +90 +7%