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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 %
PHS
2201
Pekin Hardy Strauss
Illinois
$347K -$43.6K -115 -11%
TPW
2202
Tiller Private Wealth
Pennsylvania
$347K +$1.9K +5 +0.5%
ZIG
2203
Zurich Insurance Group
Switzerland
$344K -$111K -293 -24%
HIMC
2204
Heritage Investors Management Corp
Maryland
$344K
SWM
2205
Salvus Wealth Management
New Jersey
$344K +$344K +908 New
CFA
2206
Capstone Financial Advisors
Illinois
$343K +$759 +2 +0.2%
AWM
2207
Accurate Wealth Management
Florida
$342K +$165K +426 +93%
Wealthfront Advisers
2208
Wealthfront Advisers
California
$341K -$44.3K -117 -12%
ZIG
2209
Zuckerman Investment Group
Illinois
$341K +$43.6K +115 +15%
CFFP
2210
Center for Financial Planning
Michigan
$340K
SIM
2211
Sadoff Investment Management
Wisconsin
$339K -$160K -422 -32%
HCM
2212
Howland Capital Management
Massachusetts
$336K +$55.1K +145 +20%
UBG
2213
United Bank (Georgia)
Georgia
$335K +$379 +1 +0.1%
RWM
2214
Rockwood Wealth Management
Pennsylvania
$334K -$398K -1,050 -54%
RFN
2215
RDA Financial Network
Iowa
$333K +$6.45K +17 +2%
GCP
2216
Gill Capital Partners
Colorado
$332K
CP
2217
Covenant Partners
Tennessee
$332K
BPFA
2218
Barnes Pettey Financial Advisors
Mississippi
$331K
AOWM
2219
Alpha Omega Wealth Management
Virginia
$330K -$368K -970 -53%
RA
2220
Rise Advisors
New York
$330K -$6.84K -18 -2%
MCIA
2221
Mountain Capital Investment Advisors
Colorado
$330K +$24.2K +62 +8%
FWM
2222
Finer Wealth Management
Massachusetts
$328K -$19.7K -52 -6%
JWCA
2223
J.W. Coons Advisors
Ohio
$327K -$34.1K -90 -9%
EP
2224
EPIQ Partners
Minnesota
$326K +$326K +859 New
SWM
2225
SFG Wealth Management
Maryland
$325K +$379 +1 +0.1%