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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 %
BI
2251
Blooom Inc
Kansas
$299K +$299K +784 New
WOC
2252
West Oak Capital
California
$298K
HFP
2253
Holistic Financial Partners
Indiana
$298K
FGG
2254
Financial Guidance Group
Florida
$298K +$298K +785 New
LDB
2255
Lee, Danner & Bass
Tennessee
$297K -$71.7K -189 -19%
MIP
2256
Marietta Investment Partners
Wisconsin
$296K
FSA
2257
Financial Sense Advisors
California
$296K +$296K +780 New
AWM
2258
AllSquare Wealth Management
New York
$295K
EGA
2259
Eagle Global Advisors
Texas
$293K -$26.6K -70 -8%
CRI
2260
Colonial River Investments
Virginia
$293K +$122K +321 +71%
CWP
2261
CFM Wealth Partners
Texas
$292K -$232K -611 -44%
DFA
2262
Delta Financial Advisors
Louisiana
$292K +$6.46K +17 +2%
GWSG
2263
GPS Wealth Strategies Group
Colorado
$291K -$63.6K -168 -18%
PW
2264
Peninsula Wealth
California
$291K +$1.14K +3 +0.4%
FA
2265
Fagan Associates
New York
$291K +$85.4K +225 +42%
MAM
2266
Meeder Asset Management
Ohio
$288K -$150K -395 -34%
WWM
2267
Wagner Wealth Management
South Carolina
$286K -$665K -1,754 -70%
NL
2268
Navalign LLC
California
$286K -$4.93K -13 -2%
MWA
2269
Monograph Wealth Advisors
California
$286K
CPC
2270
Consolidated Planning Corp
Georgia
$286K +$286K +754 New
WAM
2271
WealthTrust Asset Management
Florida
$285K +$759 +2 +0.3%
SAM
2272
Seelaus Asset Management
New Jersey
$284K -$22.7K -60 -7%
HFA
2273
HC Financial Advisors
California
$284K +$245K +644 +619%
BC
2274
Brio Consultants
California
$283K -$358K -942 -56%
AWAG
2275
ARS Wealth Advisors Group
Florida
$282K