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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
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
2051
NewSquare Capital
Pennsylvania
$504K +$268K +708 +114%
AW
2052
Avion Wealth
Texas
$503K – – –
HIS
2053
Harvest Investment Services
Illinois
$503K – – –
RPG
2054
Resource Planning Group
Georgia
$503K +$15.2K +40 +3%
ACM
2055
Argent Capital Management
Missouri
$502K +$502K +1,323 New
WW
2056
Waterfront Wealth
Kansas
$500K -$48.9K -129 -9%
SCM
2057
Seascape Capital Management
New Hampshire
$500K +$1.14K +3 +0.2%
AWA
2058
Aaron Wealth Advisors
Illinois
$498K -$28.7M -75,813 -98%
ISL
2059
Ingalls & Snyder LLC
New York
$497K -$2.65K -7 -0.5%
CAM
2060
Cozad Asset Management
Illinois
$497K +$138K +364 +38%
TC
2061
Tenret Company
Florida
$496K -$28.5K -75 -5%
TNA
2062
True North Advisors
Texas
$495K +$12.1K +32 +3%
PIFP
2063
Partners in Financial Planning
Virginia
$493K – – –
IWS
2064
Insight Wealth Strategies
California
$492K +$136K +360 +38%
MSCM
2065
McElhenny Sheffield Capital Management
Texas
$491K – – –
SEIA
2066
Signature Estate & Investment Advisors
California
$491K +$295K +777 +150%
FAN
2067
Financial Advisors Network
California
$489K +$120K +317 +33%
CIP
2068
Chartwell Investment Partners
Pennsylvania
$488K – – –
CANC
2069
Culbertson A N & Co
Virginia
$487K – – –
WA1
2070
Wimmer Associates 1
California
$487K – – –
SDWIA
2071
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$487K +$3.42K +9 +0.7%
RRCM
2072
Rappaport Reiches Capital Management
Illinois
$486K +$315K +831 +184%
CSB
2073
City State Bank
Iowa
$486K -$7.58K -20 -2%
CWMU
2074
Caliber Wealth Management (Utah)
Utah
$486K -$2.65K -7 -0.5%
SC
2075
Siena Capital
Ohio
$485K -$6.45K -17 -1%
81 82
83
84 85