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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 %
JWM
951
Jackson Wealth Management
Florida
$9.14M -$15.7M -32,815 -63%
TI
952
tru Independence
Oregon
$9.13M +$336K +705 +4%
ES
953
Eagle Strategies
New York
$9.09M +$9.09M +19,063 New
WMP
954
Wealth Management Partners
Arizona
$9.05M +$836K +1,756 +10%
VWA
955
V Wealth Advisors
Kansas
$8.97M +$3.37M +7,061 +60%
TW
956
Transform Wealth
Colorado
$8.96M -$838K -1,757 -9%
GWM
957
Greenhouse Wealth Management
Connecticut
$8.95M +$63.9K +134 +0.7%
HIG
958
Heritage Investment Group
Florida
$8.94M +$8.94M +18,743 New
NGA
959
Naples Global Advisors
Florida
$8.89M +$998K +2,093 +13%
DW
960
Domani Wealth
Pennsylvania
$8.84M -$11K -23 -0.1%
FA
961
Forefront Analytics
Pennsylvania
$8.83M -$4.71M -9,866 -35%
AFP
962
Ausdal Financial Partners
Iowa
$8.8M +$1.03M +2,161 +13%
AAM
963
Aureus Asset Management
Massachusetts
$8.74M +$25.3K +53 +0.3%
OFG
964
Omega Financial Group
California
$8.69M +$568K +1,191 +7%
KOC
965
Koss-Olinger Consulting
Florida
$8.67M -$508K -1,064 -6%
AAMC
966
Asset Allocation & Management Company
Illinois
$8.65M +$1.51M +3,165 +21%
RTL
967
Red Tortoise LLC
Georgia
$8.61M +$402K +843 +5%
CFS
968
CRA Financial Services
New Jersey
$8.58M +$686K +1,439 +9%
VWM
969
Venturi Wealth Management
Texas
$8.57M +$1.52M +3,196 +22%
PCP
970
Proficio Capital Partners
Massachusetts
$8.56M
BCWM
971
Bartlett & Co Wealth Management
Ohio
$8.46M +$439K +920 +5%
BC
972
Bartlett & Co
Ohio
$8.46M +$439K +920 +5%
SHFA
973
SC&H Financial Advisors
Maryland
$8.44M +$8.44M +17,703 New
FWM
974
Frontier Wealth Management
Missouri
$8.43M +$686K +1,438 +9%
PA
975
PFG Advisors
Arizona
$8.4M -$262K -549 -3%