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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 %
RW
2076
REDW Wealth
New Mexico
$485K +$38.7K +102 +9%
WMS
2077
Wealth Management Solutions
Pennsylvania
$485K +$72.1K +190 +17%
WCAMG
2078
Woodard & Company Asset Management Group
North Carolina
$483K -$405K -1,069 -46%
LWMT
2079
Legacy Wealth Management (Tennessee)
Tennessee
$483K -$82.6K -218 -15%
SCI
2080
Stableford Capital II
Arizona
$483K +$4.99K +12 +1%
CWAG
2081
Compton Wealth Advisory Group
Virginia
$481K
VPIM
2082
Vanguard Personalized Indexing Management
California
$478K -$67.8K -179 -12%
RCS
2083
Retirement Capital Strategies
California
$477K -$39.8K -105 -8%
VCM
2084
Violich Capital Management
California
$475K -$190K -500 -29%
LJAC
2085
L.J. Altfest & Co
New York
$474K +$52K +137 +12%
BWM
2086
BlackDiamond Wealth Management
New York
$469K -$11.5K -29 -2%
RB
2087
Richmond Brothers
Michigan
$465K +$1.13K +3 +0.2%
AHIA
2088
Andrew Hill Investment Advisors
Florida
$465K +$48.8K +129 +12%
FVWA
2089
Foster Victor Wealth Advisors
South Carolina
$465K +$465K +1,206 New
TFA
2090
Triad Financial Advisors
North Carolina
$464K
FFWM
2091
Future Financial Wealth Management
Ohio
$463K
SWA
2092
Sutton Wealth Advisors
Florida
$463K +$52.7K +139 +13%
JWS
2093
Juncture Wealth Strategies
Arizona
$462K +$65.9K +174 +17%
EWP
2094
Engrave Wealth Partners
Texas
$462K +$462K +1,219 New
NWM
2095
NEIRG Wealth Management
Massachusetts
$461K
HDIM
2096
Hanson & Doremus Investment Management
Vermont
$460K
UWM
2097
USAdvisors Wealth Management
Minnesota
$459K -$24.6K -65 -5%
SIA
2098
Strategic Investment Advisors
Michigan
$457K +$1.52K +4 +0.3%
MLL
2099
Moody Lynn & Lieberson
Massachusetts
$456K
HCM
2100
HMS Capital Management
Tennessee
$456K