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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 %
PWMG
901
Provence Wealth Management Group
California
$10.4M +$10.4M +21,847 New
MWP
902
Madison Wealth Partners
Wisconsin
$10.4M +$924K +1,937 +10%
BWFA
903
Baltimore-Washington Financial Advisors
Maryland
$10.4M +$1.09M +2,289 +12%
ATPW
904
Ashton Thomas Private Wealth
Arizona
$10.4M +$1.55M +3,257 +18%
EK
905
Evensky & Katz
Florida
$10.3M -$271K -568 -3%
FIM
906
Fernwood Investment Management
Massachusetts
$10.3M -$92.1K -193 -0.9%
PFS
907
Prospera Financial Services
Texas
$10.3M +$1.01M +2,112 +11%
PM
908
Pembroke Management
Quebec, Canada
$10.2M +$1.01M +2,123 +11%
PPW
909
Pinnacle Private Wealth
Massachusetts
$10.2M +$10.2M +21,428 New
WA
910
Waverly Advisors
Alabama
$10.2M -$138K -312 -1%
WB
911
WesBanco Bank
West Virginia
$10.2M +$52.5K +110 +0.5%
TCA
912
Transcend Capital Advisors
New Jersey
$10.2M -$139K -292 -1%
USCWA
913
U.S. Capital Wealth Advisors
Texas
$10.2M -$95.4K -200 -0.9%
Fiera Capital (Canada)
914
Fiera Capital (Canada)
Quebec, Canada
$10.1M -$176K -369 -2%
FCC
915
Flower City Capital
New York
$10.1M +$10.1M +21,082 New
PI
916
PineBridge Investments
New York
$10M -$954K -2,000 -9%
VCM
917
Vivaldi Capital Management
Illinois
$9.98M +$845K +1,772 +9%
WJWM
918
Williams Jones Wealth Management
New York
$9.98M +$210K +440 +2%
RWA
919
Redhawk Wealth Advisors
Minnesota
$9.96M -$29.6K -62 -0.3%
MWP
920
MYCIO Wealth Partners
Pennsylvania
$9.96M +$64.9K +136 +0.7%
VPW
921
Vericrest Private Wealth
Pennsylvania
$9.96M +$9.96M +20,885 New
DWM
922
Defined Wealth Management
Oregon
$9.95M -$1.56M -3,264 -14%
DBT
923
Dubuque Bank & Trust
Iowa
$9.9M -$3.51M -7,356 -26%
DI
924
DAGCO Inc
Ohio
$9.83M +$642K +1,346 +7%
CTC
925
Central Trust Company
Missouri
$9.82M +$58.2K +122 +0.6%