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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 %
FFM
576
Fullerton Fund Management
Singapore
$25.3M +$17.4M +36,557 +223%
SSWM
577
Sheets Smith Wealth Management
North Carolina
$25.1M -$1.26M -2,649 -5%
CWS
578
Cypress Wealth Services
California
$25.1M +$22.4K +47 +0.1%
WS
579
Wedbush Securities
California
$25.1M +$3.32M +6,952 +15%
TFS
580
TrustCore Financial Services
Tennessee
$24.8M -$6.93M -14,533 -22%
GCA
581
Gradient Capital Advisors
California
$24.8M -$570K -1,194 -2%
RWA
582
Ropes Wealth Advisors
Massachusetts
$24.8M -$477 -1 -0%
SL
583
SWMG LLC
Texas
$24.4M +$3.59M +7,536 +17%
WPW
584
Waldron Private Wealth
Pennsylvania
$24.3M +$1.19M +2,503 +5%
4WM
585
4J Wealth Management
Virginia
$24.3M +$75.8K +159 +0.3%
EAM
586
Erste Asset Management
Austria
$24.2M +$76.5K +160 +0.3%
WAAG
587
Wealth Alliance Advisory Group
Kansas
$24.2M -$512K -1,074 -2%
KWS
588
Keystone Wealth Services
California
$24.2M +$24.2M +50,746 New
LHWM
589
Lake Hills Wealth Management
Texas
$24.2M +$24.2M +50,692 New
RA
590
Riverstone Advisors
Texas
$24.1M +$1.94M +4,065 +9%
National Bank of Canada
591
National Bank of Canada
Quebec, Canada
$24M +$24M +50,278 New
DCM
592
Dimension Capital Management
Florida
$23.9M -$1.9M -3,992 -7%
CFGF
593
Compass Financial Group (Florida)
Florida
$23.8M +$384K +805 +2%
MYIA
594
Mount Yale Investment Advisors
Colorado
$23.6M +$4.42M +9,264 +23%
BAAM
595
Baker Avenue Asset Management
California
$23.6M +$342K +718 +1%
MC
596
Middleton & Co
Massachusetts
$23.5M -$1.35M -2,822 -5%
TC
597
TownSquare Capital
Utah
$23.5M +$5.49M +11,502 +30%
LWA
598
LWS Wealth Advisors
New Jersey
$23.4M -$28.1K -59 -0.1%
T. Rowe Price Associates
599
T. Rowe Price Associates
Maryland
$23.4M +$4.83M +10,123 +26%
IFA
600
Interactive Financial Advisors
Illinois
$23.3M -$711K -1,491 -3%