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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 %
EPM
651
Elm Partners Management
Pennsylvania
$20.2M -$270K -566 -1%
MGWM
652
Marks Group Wealth Management
Minnesota
$20.2M -$935K -1,960 -4%
BWCS
653
Beirne Wealth Consulting Services
Connecticut
$20.2M +$313K +656 +2%
FMN
654
Financial Management Network
California
$20.1M +$910K +1,897 +5%
PPW
655
PACK Private Wealth
Minnesota
$20.1M +$20.1M +42,102 New
BPCE
656
Bank Pictet & Cie (Europe)
Germany
$19.9M
RCAG
657
Rehmann Capital Advisory Group
Michigan
$19.8M -$1.94M -4,062 -9%
FCI
658
Financial Counselors Inc
Kansas
$19.8M +$1.28M +2,691 +7%
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$19.7M +$215K +451 +1%
SWMG
660
Sanchez Wealth Management Group
Florida
$19.7M +$27.2K +57 +0.1%
HCC
661
Hirtle Callaghan & Co
Pennsylvania
$19.7M +$17.4M +36,488 +763%
OGF
662
Orin Green Financial
California
$19.7M +$684K +1,515 +4%
RWMH
663
Riverpoint Wealth Management Holdings
Illinois
$19.7M -$190K -399 -1%
GIA
664
Gladstone Institutional Advisory
Florida
$19.6M +$1.82M +3,818 +10%
EWM
665
Evermay Wealth Management
Virginia
$19.6M -$1.51M -3,158 -7%
ERWM
666
Elk River Wealth Management
Colorado
$19.6M +$469K +984 +2%
IC
667
Iconiq Capital
California
$19.6M +$9.39M +19,686 +92%
LF
668
Lantz Financial
Illinois
$19.5M +$1.3M +2,718 +7%
DWT
669
Dorsey & Whitney Trust
South Dakota
$19.5M +$621K +1,302 +3%
KPWS
670
Kestra Private Wealth Services
Texas
$19.4M +$689K +1,444 +4%
BHWM
671
Bay Harbor Wealth Management
Maryland
$19.4M +$6.42M +14,289 +49%
HR
672
Howe & Rusling
New York
$19.4M +$603K +1,264 +3%
TVAMP
673
Tennessee Valley Asset Management Partners
Tennessee
$19.3M +$404K +848 +2%
SWA
674
Stratos Wealth Advisors
Ohio
$19.3M +$5.42M +11,359 +39%
JFG
675
JMG Financial Group
Illinois
$19.2M +$260K +546 +1%