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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 %
PCM
2251
Piedmont Capital Management
Montana
$379K +$161K +351 +74%
IHWM
2252
Iron Horse Wealth Management
Iowa
$377K
NAMM
2253
NorthStar Asset Management (Massachusetts)
Massachusetts
$375K +$375K +826 New
AIM
2254
Avity Investment Management
Connecticut
$372K
CNC
2255
Citizens & Northern Corp
Pennsylvania
$370K -$69K -152 -16%
NCM
2256
Neumann Capital Management
California
$370K +$6.81K +15 +2%
FANJ
2257
Financial Architects (New Jersey)
New Jersey
$369K -$37.7K -83 -9%
BFS
2258
Bickling Financial Services
Massachusetts
$368K -$17.7K -39 -5%
TW
2259
TrinityPoint Wealth
Connecticut
$368K +$43.1K +95 +13%
AIC
2260
Archer Investment Corporation
Indiana
$368K -$8.84K -20 -2%
SAM
2261
Seelaus Asset Management
New Jersey
$367K
MRCM
2262
M&R Capital Management
New Jersey
$366K +$1.36K +3 +0.4%
FP
2263
Fiduciary Planning
Florida
$364K -$358K -789 -50%
PAM
2264
Private Asset Management
California
$361K +$56.8K +125 +19%
GWAG
2265
Garrett Wealth Advisory Group
Texas
$360K
RCC
2266
Red Cedar Capital
Nebraska
$360K +$4.53K +10 +1%
HFP
2267
Holistic Financial Partners
Indiana
$357K -$575K -1,266 -62%
WOC
2268
West Oak Capital
California
$357K -$28.6K -63 -7%
IIA
2269
IPG Investment Advisors
California
$357K
BCMO
2270
Buckingham Capital Management (Ohio)
Ohio
$356K -$68K -150 -16%
ZIG
2271
Zuckerman Investment Group
Illinois
$356K
CFG
2272
Carter Financial Group
Illinois
$355K +$355K +783 New
MIP
2273
Marietta Investment Partners
Wisconsin
$354K
AWM
2274
AllSquare Wealth Management
New York
$353K -$13.6K -30 -4%
MA
2275
Mezzasalma Advisors
New Jersey
$352K -$9.98K -22 -3%