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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 %
T
1101
TRUADVICE
Florida
$6.27M +$1.67M +3,691 +36%
OPWM
1102
Oxinas Partners Wealth Management
Indiana
$6.23M -$570K -1,196 -8%
FPCP
1103
Fort Point Capital Partners
California
$6.2M +$101K +211 +2%
EWM
1104
Empirical Wealth Management
Washington
$6.2M -$238K -499 -4%
LWAC
1105
Laurel Wealth Advisors (California)
California
$6.2M +$708K +1,485 +13%
TC
1106
Trust Company
Kansas
$6.16M -$28.6K -60 -0.5%
SWPG
1107
Strategic Wealth Partners Group
Illinois
$6.16M -$50.1K -105 -0.8%
IF
1108
Intrua Financial
Texas
$6.15M -$586K -1,229 -9%
AWM
1109
Axxcess Wealth Management
California
$6.09M +$6.09M +12,767 New
RWP
1110
Ridgecrest Wealth Partners
California
$6.06M -$114K -239 -2%
CAM
1111
Congress Asset Management
Massachusetts
$6.06M +$6.06M +12,714 New
CIR
1112
Clear Investment Research
Georgia
$6.03M -$255K -535 -4%
FCT
1113
Family Capital Trust
Massachusetts
$5.99M -$36.7K -77 -0.6%
QC
1114
Quent Capital
New York
$5.97M +$5.97M +12,515 New
NEGWA
1115
New England Guild Wealth Advisors
Connecticut
$5.96M +$15.7K +33 +0.3%
MWM
1116
Meridian Wealth Management
Kentucky
$5.94M +$5.04M +10,560 +560%
CIC
1117
Carnegie Investment Counsel
Ohio
$5.91M +$645K +1,353 +12%
Citadel Advisors
1118
Citadel Advisors
Florida
$5.9M -$37.8M -79,236 -86%
BWA
1119
BlueSky Wealth Advisors
North Carolina
$5.9M -$1.7M -3,559 -22%
WB
1120
West Bancorporation
Iowa
$5.88M +$5.88M +12,320 New
MCA
1121
Magnolia Capital Advisors
Mississippi
$5.87M +$2.98M +6,241 +103%
CL
1122
COWA LLC
Oklahoma
$5.87M +$252K +528 +4%
CA
1123
Continuum Advisory
Idaho
$5.86M +$138K +289 +2%
CAG
1124
Csenge Advisory Group
Florida
$5.84M -$1.75M -4,043 -23%
SFPG
1125
Stonebridge Financial Planning Group
Florida
$5.84M +$35.1K +79 +0.6%