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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 %
BAM
1026
Baldrige Asset Management
Pennsylvania
$7.56M +$201K +422 +3%
KIA
1027
KCM Investment Advisors
California
$7.56M +$124K +260 +2%
SMG
1028
Smart Money Group
Texas
$7.54M +$1.06M +2,226 +16%
JM
1029
Jeneq Management
New York
$7.54M +$7.54M +15,800 New
LPWM
1030
Lake Point Wealth Management
Texas
$7.53M -$217K -454 -3%
SS
1031
Simplicity Solutions
Minnesota
$7.49M -$13.2M -27,697 -64%
SB
1032
Simmons Bank
Arkansas
$7.47M -$98.7K -207 -1%
HAC
1033
Harbor Advisory Corp
New Hampshire
$7.46M -$37.7K -79 -0.5%
CC
1034
Chicago Capital
Illinois
$7.46M +$2.86K +6 +0%
FWIA
1035
Fort Washington Investment Advisors
Ohio
$7.42M -$17.2K -36 -0.2%
SFG
1036
Sunburst Financial Group
Alabama
$7.41M -$1.24M -2,602 -14%
YIA
1037
YHB Investment Advisors
Connecticut
$7.4M +$155K +324 +2%
Barclays
1038
Barclays
United Kingdom
$7.34M +$1.09M +2,292 +17%
1WM
1039
1900 Wealth Management
Texas
$7.34M +$202K +423 +3%
HSA
1040
HBK Sorce Advisory
Pennsylvania
$7.33M -$538K -1,129 -7%
TCM
1041
Telos Capital Management
California
$7.32M -$95.4K -200 -1%
WAL
1042
W Advisors LLC
Tennessee
$7.24M +$7.24M +15,179 New
WP
1043
WMS Partners
Maryland
$7.2M -$13.8K -29 -0.2%
AWA
1044
Arete Wealth Advisors
Illinois
$7.16M +$496K +1,036 +7%
EVM
1045
Eaton Vance Management
Massachusetts
$7.16M -$146K -307 -2%
OCM
1046
Orion Capital Management
California
$7.16M +$335K +703 +5%
SAM
1047
Silvercrest Asset Management
New York
$7.14M -$296K -620 -4%
MWM
1048
Maripau Wealth Management
Indiana
$7.06M +$7.06M +15,642 New
IAG
1049
Investment Advisory Group
Massachusetts
$7.06M +$7.06M +15,638 New
JFA
1050
JNBA Financial Advisors
Minnesota
$7.06M +$40.5K +85 +0.6%