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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 %
AL
376
Aspiriant LLC
California
$49.6M -$2.42M -5,071 -5%
KPWG
377
KFA Private Wealth Group
Virginia
$49.6M +$1.87M +3,917 +4%
Cerity Partners
378
Cerity Partners
New York
$49.3M +$43.2M +533,748 +719%
CI
379
CX Institutional
Indiana
$49.2M +$415K +870 +0.9%
RhumbLine Advisers
380
RhumbLine Advisers
Massachusetts
$49.1M +$11.5M +24,069 +31%
WWM
381
Wiser Wealth Management
Georgia
$49M +$1.86M +3,903 +4%
PA
382
Pinnacle Associates
New York
$48.8M +$160K +335 +0.3%
I
383
INVST
Indiana
$48.7M +$9.69M +22,871 +25%
HA
384
Harfst & Associates
Wyoming
$48.5M -$415K -870 -0.8%
HCM
385
Hollencrest Capital Management
California
$48.5M +$48.5M +101,611 New
FWA
386
FOCUS Wealth Advisors
Texas
$48.2M +$3.92M +8,228 +9%
RA
387
Rational Advisors
New York
$47.8M +$3.42M +7,177 +8%
VFPW
388
Vantage Financial Partners (Wisconsin)
Wisconsin
$47.8M +$47.8M +100,159 New
SHJ
389
Sharkey, Howes & Javer
Colorado
$47.6M +$6.89M +14,437 +17%
WS
390
Wela Strategies
Georgia
$47.6M +$822K +1,723 +2%
CSWG
391
Cardinal Strategic Wealth Guidance
Kentucky
$47.5M +$2.11M +4,425 +5%
CWM
392
Cornerstone Wealth Management
Missouri
$47.1M -$705K -1,479 -1%
PWM
393
PRW Wealth Management
Massachusetts
$47M +$4.11M +8,617 +10%
JF
394
JSF Financial
California
$47M +$1.08M +2,273 +2%
OC
395
Oppenheimer & Co
New York
$46.9M -$1.92M -4,023 -4%
SCP
396
Syntal Capital Partners
Texas
$46.8M +$64.9K +136 +0.1%
FNBOH
397
First National Bank of Hutchinson
Kansas
$46.8M -$673K -1,411 -1%
WDL
398
Well Done LLC
Michigan
$46.7M -$101K -211 -0.2%
SFS
399
Sowell Financial Services
Arkansas
$46.7M -$1.69M -3,539 -3%
MCWS
400
McKinley Carter Wealth Services
West Virginia
$46.7M +$5.4M +11,314 +13%