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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 %
FHA
1201
Flagship Harbor Advisors
Massachusetts
$4.72M -$13.8K -29 -0.3%
SFG
1202
Summit Financial Group
West Virginia
$4.71M -$32.9K -69 -0.7%
CIAS
1203
Capital Investment Advisory Services
North Carolina
$4.7M +$106K +223 +2%
MWM
1204
Mission Wealth Management
California
$4.7M +$199K +418 +4%
EBSAM
1205
Eubel Brady & Suttman Asset Management
Ohio
$4.68M +$4.18M +8,766 +835%
WPC
1206
Waters Parkerson & Co
Louisiana
$4.68M -$34.3K -72 -0.7%
RFA
1207
Radnor Financial Advisors
Pennsylvania
$4.66M -$125K -263 -3%
EWM
1208
Endurance Wealth Management
Rhode Island
$4.65M +$384K +806 +9%
CWG
1209
Crown Wealth Group
North Carolina
$4.64M +$4.64M +9,727 New
DWM
1210
Dakota Wealth Management
Florida
$4.62M +$221K +464 +5%
BCM
1211
Birmingham Capital Management
Alabama
$4.59M -$21.5K -45 -0.5%
PJSIMP
1212
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.58M +$98.5K +218 +2%
WPP
1213
Whalerock Point Partners
Rhode Island
$4.55M +$477 +1 +0%
GIA
1214
Guyasuta Investment Advisors
Pennsylvania
$4.53M -$95.4K -200 -2%
WPC
1215
Wedmont Private Capital
Pennsylvania
$4.53M +$4.53M +9,709 New
TSWM
1216
Tyler-Stone Wealth Management
Ohio
$4.5M +$4.5M +9,437 New
PCS
1217
Personal CFO Solutions
New Jersey
$4.5M -$62K -130 -1%
JAG
1218
Journey Advisory Group
Kentucky
$4.49M +$483K +1,012 +12%
FB
1219
Fulton Bank
Pennsylvania
$4.48M +$11K +23 +0.2%
AF
1220
Advisornet Financial
Minnesota
$4.48M -$189K -397 -4%
Nuveen Asset Management
1221
Nuveen Asset Management
Illinois
$4.48M
AAM
1222
Autus Asset Management
Arizona
$4.47M -$212K -445 -5%
BFS
1223
Bradley Foster & Sargent
Connecticut
$4.47M +$3.26M +6,838 +270%
MFP
1224
Meridian Financial Partners
Virginia
$4.47M -$8.17K -18 -0.2%
AG
1225
Ascent Group
Virginia
$4.46M +$4.46M +10,137 New