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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
$7.24B
2
Morgan Stanley
Morgan Stanley
New York
$5.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.64B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.89M
2
USAA
United Services Automobile Association
Texas
$34.2M
3
SLI
Sumitomo Life Insurance
Japan
$1.07B
4
Bank of America
Bank of America
North Carolina
$16.5B
5
Rafferty Asset Management
Rafferty Asset Management
New York
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
201
RPTC Inc
Wyoming
$89M +$235K +621 +0.3%
CA
202
Cetera Advisors
Colorado
$86.7M -$6.14M -16,190 -7%
AWC
203
Abundance Wealth Counselors
Pennsylvania
$86.4M +$3.03K +8 +0%
MW
204
Marcum Wealth
Ohio
$84.6M +$28.6M +75,358 +51%
RWM
205
RKL Wealth Management
Pennsylvania
$84.2M +$3.87M +10,199 +5%
IWC
206
Integrated Wealth Concepts
Massachusetts
$83.9M +$3.87M +10,201 +5%
SWM
207
Spire Wealth Management
Virginia
$83.9M -$32.7M -86,357 -28%
SC
208
Soundwatch Capital
Connecticut
$83.6M +$53.5K +141 +0.1%
GWM
209
Geneos Wealth Management
Colorado
$82.9M +$8.49M +22,158 +11%
CF
210
Cantor Fitzgerald
New York
$81.4M +$81.4M +214,671 New
MA
211
MUFG Americas
New York
$80.8M -$4.18M -11,015 -5%
PFM
212
Phillips Financial Management
Indiana
$80.8M -$534K -1,408 -0.7%
RWM
213
Rezny Wealth Management
Florida
$80.7M -$944K -2,489 -1%
SSB
214
Sandy Spring Bank
Maryland
$80.5M +$825K +2,177 +1%
SAM
215
Securian Asset Management
Minnesota
$78.1M – – –
BCI
216
Brinker Capital Investments
Pennsylvania
$77.9M -$16.1M -42,502 -17%
IWP
217
Icon Wealth Partners
Texas
$77.4M +$3.08M +8,116 +4%
SAM
218
Satovsky Asset Management
New York
$77.3M -$2.16M -5,707 -3%
PP
219
Pegasus Partners
Wisconsin
$77.2M -$1.82M -4,799 -2%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.2M +$3.94M +10,404 +5%
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
$75.4M +$45.6M +120,243 +153%
SWP
222
Stratos Wealth Partners
Ohio
$74.9M +$3.51M +9,246 +5%
TWA
223
TPB Wealth Advisors
Texas
$74.6M -$4.45M -11,718 -6%
MFG
224
Merit Financial Group
Georgia
$74.4M +$32.5M +85,823 +78%
CCFCSB
225
Cape Cod Five Cents Savings Bank
Massachusetts
$73.9M +$1.63M +4,293 +2%
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