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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 %
AAMA
501
Advanced Asset Management Advisors
Ohio
$33M +$9.54K +20 +0%
VFP
502
Verus Financial Partners
Virginia
$32.5M -$130K -272 -0.4%
IA
503
IFP Advisors
Florida
$32.5M +$8.76M +18,369 +37%
SMC
504
Smith, Moore & Co
Missouri
$32.4M +$612K +1,284 +2%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$32.4M +$32.4M +66,466 New
SMG
506
Spectrum Management Group
Indiana
$32.1M +$877K +1,838 +3%
SAF
507
Smith Anglin Financial
Texas
$32M +$2.7M +5,651 +9%
BIM
508
Bridges Investment Management
Nebraska
$31.9M -$383K -802 -1%
BAM
509
Beaumont Asset Management
Texas
$31.9M +$2.43M +5,096 +8%
EWA
510
EP Wealth Advisors
California
$31.9M +$648K +1,359 +2%
HH
511
HWG Holdings
Texas
$31.7M +$31.7M +66,513 New
CA
512
Centerpoint Advisors
Massachusetts
$31.7M -$1.24M -2,609 -4%
TSA
513
Tri-Star Advisors
Texas
$31.5M +$5.08M +10,765 +19%
MWA
514
Meridian Wealth Advisors
Texas
$31.5M +$1.51M +3,158 +5%
RCM
515
Rain Capital Management
Oregon
$31.2M -$59.1K -124 -0.2%
KFSC
516
Keystone Financial Services (Colorado)
Colorado
$31.1M +$31.1M +65,282 New
RVPG
517
Relative Value Partners Group
$30.9M +$6.19M +12,970 +25%
CWP
518
Corepath Wealth Partners
Arizona
$30.9M +$1.62M +3,476 +6%
OBWG
519
Onyx Bridge Wealth Group
New York
$30.7M +$6.54M +13,623 +27%
PFA
520
Pettinga Financial Advisors
Indiana
$30.7M +$3.67M +7,704 +14%
AA
521
Ancora Advisors
Ohio
$30.6M +$708K +1,484 +2%
PA
522
Parallel Advisors
California
$30.5M +$1.29M +2,702 +4%
HI
523
Hudock Inc
Pennsylvania
$30.3M +$333K +699 +1%
BIAS
524
Beacon Investment Advisory Services
New Jersey
$30.3M +$920K +1,929 +3%
OAP
525
One Advisory Partners
Kansas
$30.2M +$3.1M +6,509 +11%