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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 %
Lido Advisors
726
Lido Advisors
California
$16.9M +$4.11M +8,592 +32%
VVP
727
Venture Visionary Partners
Ohio
$16.8M +$490K +1,026 +3%
SIM
728
Stratos Investment Management
Ohio
$16.8M -$1.74M -3,654 -9%
LA
729
Lynch & Associates
Indiana
$16.7M +$69.2K +145 +0.4%
WHG
730
Westwood Holdings Group
Texas
$16.7M +$105K +221 +0.6%
BHIA
731
Birch Hill Investment Advisors
Massachusetts
$16.7M -$209K -439 -1%
OIA
732
OneDigital Investment Advisors
Kansas
$16.5M -$4.46M -9,342 -21%
CAC
733
Certified Advisory Corp
Florida
$16.5M +$423K +886 +3%
VA
734
Valmark Advisers
Ohio
$16.4M +$1.4M +2,926 +9%
HSWM
735
Hubbell Strickland Wealth Management
Louisiana
$16.4M +$298K +624 +2%
SF
736
Summit Financial
New Jersey
$16.3M +$1.69M +3,540 +12%
CWC
737
Carolinas Wealth Consulting
North Carolina
$16.2M -$929K -1,948 -5%
NCM
738
Next Capital Management
New York
$16.2M +$631K +1,322 +4%
MFC
739
Morris Financial Concepts
South Carolina
$16.2M +$16.2M +33,876 New
CF
740
Copperwynd Financial
Arizona
$16.1M +$659K +1,381 +4%
IFAM
741
Institutional & Family Asset Management
Colorado
$16M -$1.54M -3,219 -9%
PBO
742
Peoples Bank (Ohio)
Ohio
$15.9M -$331K -693 -2%
RWG
743
Regal Wealth Group
California
$15.9M +$462K +969 +3%
KWM
744
Kaydan Wealth Management
Michigan
$15.8M +$15.8M +33,215 New
RIA
745
Richwood Investment Advisors
Ohio
$15.8M +$15.8M +33,086 New
BCM
746
BTC Capital Management
Iowa
$15.6M -$323K -677 -2%
BFM
747
Broadview Financial Management
Wisconsin
$15.6M -$414K -867 -3%
KPW
748
Kore Private Wealth
New York
$15.6M -$29.6K -62 -0.2%
WWM
749
WJ Wealth Management
Arizona
$15.5M +$5.13M +10,759 +49%
AIM
750
Acropolis Investment Management
Missouri
$15.5M -$67.7K -142 -0.4%