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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 %
CWM
2126
Chemistry Wealth Management
New York
$530K -$114K -252 -18%
BFG
2127
Bouchey Financial Group
New York
$530K -$6.81K -15 -1%
SBF
2128
Sara-Bay Financial
Florida
$529K -$9.98K -22 -2%
SW
2129
SlateStone Wealth
Florida
$529K +$18.6K +41 +4%
JCA
2130
January Capital Advisors
California
$528K -$41.7K -110 -7%
WAM
2131
Worth Asset Management
Texas
$528K +$528K +1,341 New
MAM
2132
Meeder Asset Management
Ohio
$524K -$81.7K -180 -13%
PFG
2133
Pinnacle Financial Group
Illinois
$523K -$8.63K -19 -2%
SFP
2134
Strategic Financial Planning
Texas
$521K
TCOO
2135
Trust Company of Oklahoma
Oklahoma
$520K
BDWM
2136
Brewin Dolphin Wealth Management
Ireland
$519K
SCI
2137
Stableford Capital II
Arizona
$518K -$792K -1,757 -60%
OHWP
2138
Oak Harbor Wealth Partners
North Carolina
$518K
CCG
2139
Chatham Capital Group
Georgia
$517K
TC
2140
Tatro Capital
Kentucky
$517K
PIFP
2141
Partners in Financial Planning
Virginia
$515K
MPIA
2142
Mountain Pacific Investment Advisers
Idaho
$515K -$13.6K -30 -3%
IA
2143
Inspire Advisors
Idaho
$512K +$196K +432 +62%
ST
2144
Spinnaker Trust
Maine
$511K -$9.07K -20 -2%
EWA
2145
ERTS Wealth Advisors
Michigan
$511K -$7.71K -17 -1%
LWP
2146
Legacy Wealth Planning
Nevada
$511K +$180K +398 +55%
GWANC
2147
Guardian Wealth Advisors (North Carolina)
North Carolina
$509K -$25.9K -57 -5%
MG
2148
MilWealth Group
Wisconsin
$505K
BWM
2149
BNC Wealth Management
Oregon
$505K -$907 -2 -0.2%
NF
2150
NTB Financial
Colorado
$505K +$34.5K +76 +7%