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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 %
CFA
1126
Cahill Financial Advisors
Minnesota
$5.81M +$60.1K +126 +1%
SAM
1127
S.A. Mason
Michigan
$5.81M +$243K +510 +4%
SFP
1128
Sterling Financial Planning
New Jersey
$5.8M +$127K +267 +2%
SWA
1129
Sax Wealth Advisors
New Jersey
$5.79M +$7.63K +16 +0.1%
OIS
1130
Okabena Investment Services
Minnesota
$5.76M +$5.76M +12,073 New
LNWTC
1131
Laird Norton Wetherby Trust Company
Washington
$5.75M +$1.3M +2,732 +29%
MPM
1132
Meritage Portfolio Management
Kansas
$5.74M +$748K +1,569 +15%
MWA
1133
MFA Wealth Advisors
Pennsylvania
$5.74M +$5.74M +12,026 New
FCA
1134
FLC Capital Advisors
California
$5.69M -$9.49M -19,894 -63%
JIR
1135
James Investment Research
Ohio
$5.69M -$770K -1,614 -12%
AWS
1136
AJ Wealth Strategies
New York
$5.63M -$103K -216 -2%
VCA
1137
Verdence Capital Advisors
Maryland
$5.59M +$773K +1,620 +16%
GLLW
1138
Graves Light Lenhart Wealth
Virginia
$5.59M -$12.4K -26 -0.2%
FM
1139
Freemont Management
Switzerland
$5.58M -$13.7M -28,729 -71%
UCMOK
1140
United Capital Management of KS
Kansas
$5.56M -$123K -258 -2%
KFGK
1141
Keystone Financial Group (Kentucky)
Kentucky
$5.55M -$6.2K -13 -0.1%
ACM
1142
AlphaStar Capital Management
North Carolina
$5.55M -$2.22M -4,751 -29%
ML
1143
McAdam LLC
Pennsylvania
$5.54M +$380K +796 +7%
BI
1144
Berkeley Inc
Idaho
$5.54M -$66.8K -140 -1%
MWC
1145
MBM Wealth Consultants
Missouri
$5.53M -$104K -219 -2%
CIAS
1146
CFS Investment Advisory Services
New Jersey
$5.51M +$1.18M +2,623 +27%
PFWA
1147
Paces Ferry Wealth Advisors
Georgia
$5.5M +$102K +214 +2%
BCA
1148
Bray Capital Advisors
Florida
$5.47M -$66.8K -140 -1%
NWM
1149
Nauset Wealth Management
Connecticut
$5.46M +$5.46M +11,447 New
PAM
1150
Peak Asset Management
Colorado
$5.46M -$65.4K -137 -1%