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iShares Core S&P 500 ETF

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
GP
2576
Greenline Partners
New York
$21K -$14.2K -29 -40%
PCFFS
2577
Pacific Center for Financial Services
California
$21K
TVWM
2578
Tower View Wealth Management
Wisconsin
$18K
WFS
2579
Widmann Financial Services
Maryland
$15K +$15K +32 New
M1FG
2580
Mach-1 Financial Group
Arkansas
$15K +$15K +33 New
TFA
2581
Toth Financial Advisory
Virginia
$13K
TC
2582
TAP Consulting
Missouri
$13K +$13K +27 New
IAG
2583
Investmark Advisory Group
Connecticut
$13K +$13K +28 New
HCM
2584
Highlander Capital Management
New Jersey
$12K
RP
2585
Rice Partnership
Hawaii
$12K +$12K +26 New
TSW
2586
Thompson Siegel & Walmsley
Virginia
$10K +$10K +22 New
SC
2587
Schubert & Co
Texas
$9K +$9K +18 New
FA
2588
Fortis Advisors
Pennsylvania
$9K +$9K +18 New
AWA
2589
Aquire Wealth Advisors
Utah
$9K +$9K +19 New
SFA
2590
Semmax Financial Advisors
North Carolina
$8K
KCM
2591
KRS Capital Management
Michigan
$8K +$8K +17 New
FFG
2592
Ford Financial Group
California
$7.63K +$352 +738 +5%
PP
2593
PrairieView Partners
Minnesota
$7K
AF
2594
Arrow Financial
New York
$6K
CYG
2595
Clean Yield Group
Vermont
$6K
LWMNY
2596
Landmark Wealth Management (New York)
New York
$6K +$6K +12,197 New
NC
2597
NewSquare Capital
Pennsylvania
$5K +$5K +10 New
FHC
2598
First Heartland Consultants
Missouri
$4.14K +$267 +559 +7%
GI
2599
GS Investments
Minnesota
$4K
CQS
2600
Credential Qtrade Securities
$3.82K +$3.82K +8 New