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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 %
BBPWM
926
Blue Bell Private Wealth Management
Pennsylvania
$9.77M +$3.6M +7,556 +58%
SDAM
927
Shulman DeMeo Asset Management
New York
$9.71M +$154K +322 +2%
WP
928
WealthPLAN Partners
Nebraska
$9.71M -$9.94K -22 -0.1%
HH
929
Hilltop Holdings
Texas
$9.67M +$489K +1,025 +5%
WEPOG
930
Wealth Enhancement & Preservation of GA
Georgia
$9.66M -$6.36M -13,325 -40%
DFA
931
DHK Financial Advisors
New Hampshire
$9.62M +$9.62M +20,166 New
GWM
932
Gitterman Wealth Management
New Jersey
$9.55M -$3.51M -7,367 -27%
GCM
933
Granby Capital Management
Florida
$9.54M
GWMIA
934
Global Wealth Management Investment Advisory
Florida
$9.49M +$486K +1,019 +5%
NRW
935
Nova R Wealth
Kansas
$9.48M +$9.48M +19,878 New
American Century Companies
936
American Century Companies
Missouri
$9.44M +$191K +400 +2%
BL
937
BFSG LLC
California
$9.44M -$232K -486 -2%
FFP
938
Forbes Financial Planning
Rhode Island
$9.43M +$9.43M +19,844 New
LSAG
939
Lake Street Advisors Group
New Hampshire
$9.42M +$363K +761 +4%
EFA
940
Evernest Financial Advisors
Indiana
$9.41M +$9.41M +18,689 New
KC
941
Kingfisher Capital
North Carolina
$9.39M +$731K +1,532 +8%
FMI
942
Fiduciary Management Inc
Wisconsin
$9.39M +$9.39M +19,688 New
Jones Financial Companies
943
Jones Financial Companies
Missouri
$9.37M +$599K +1,255 +7%
WA
944
Wealthstar Advisors
Texas
$9.35M +$8.64M +18,130 +1,217%
ACM
945
Armbruster Capital Management
New York
$9.34M
NSIM
946
North Star Investment Management
Illinois
$9.31M +$211K +442 +2%
RWI
947
Red Wave Investments
Pennsylvania
$9.3M -$50.6K -106 -0.5%
IAA
948
Independent Advisor Alliance
North Carolina
$9.27M +$547K +1,146 +6%
ARC
949
Advisor Resource Council
Texas
$9.15M +$286K +600 +3%
CAM
950
Concorde Asset Management
Michigan
$9.14M +$890K +1,865 +11%