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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 %
FFS
751
Founders Financial Securities
Maryland
$15.5M +$33.9K +71 +0.2%
CL
752
Choreo LLC
Illinois
$15.5M +$124K +261 +0.8%
TC
753
TAGStone Capital
North Carolina
$15.3M +$15.3M +32,069 New
BOC
754
Bull Oak Capital
California
$15.3M +$15.3M +32,059 New
CFC
755
Client First Capital
California
$15.2M +$15.2M +31,912 New
MFG
756
Merit Financial Group
Georgia
$15.2M -$521K -1,093 -3%
PCA
757
Pallas Capital Advisors
Massachusetts
$15.2M +$1.07M +2,437 +8%
ST
758
Sageworth Trust
Pennsylvania
$15.2M +$137K +287 +0.9%
SFA
759
Source Financial Advisors
New York
$15.1M +$845K +1,771 +6%
SSW
760
Smith Shellnut Wilson
Mississippi
$15.1M -$1.46M -3,060 -9%
RF
761
Resolute Financial
Massachusetts
$15.1M +$15.1M +31,579 New
PCM
762
Pennsylvania Capital Management
Pennsylvania
$15M +$272K +571 +2%
CW
763
CreativeOne Wealth
Kansas
$15M +$1.44M +3,010 +11%
HI
764
Horizon Investments
North Carolina
$15M -$49.6K -104 -0.3%
FC
765
Fulcrum Capital
Washington
$15M -$167K -351 -1%
VIM
766
VCU Investment Management
Virginia
$14.9M -$10.1M -21,149 -40%
CPIG
767
Chicago Partners Investment Group
Illinois
$14.9M -$308K -698 -2%
FMP
768
Financial Management Professionals
Texas
$14.8M +$14.8M +31,115 +518,583%
SFG
769
StrategIQ Financial Group
Indiana
$14.8M +$424K +888 +3%
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$14.7M -$643K -1,347 -4%
C
771
Certuity
Florida
$14.7M +$919K +1,927 +7%
PGA
772
Portland Global Advisors
Maine
$14.6M +$3.06M +6,419 +27%
SFG
773
Sovereign Financial Group
Connecticut
$14.6M +$1.46M +3,055 +11%
PFP
774
Pinnacle Financial Partners
Tennessee
$14.6M +$259K +542 +2%
WAP
775
Wealthcare Advisory Partners
Pennsylvania
$14.5M +$1.25M +2,612 +9%