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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 %
CASB
1226
Cape Ann Savings Bank
Massachusetts
$4.41M -$219K -459 -5%
FG
1227
Fiduciary Group
Georgia
$4.4M +$46.3K +97 +1%
SFP
1228
Shepherd Financial Partners
Massachusetts
$4.4M +$1.92M +4,029 +78%
FPS
1229
Fieldpoint Private Securities
Connecticut
$4.38M +$244K +512 +6%
BO
1230
BRR OpCo
Ohio
$4.38M -$247K -517 -5%
FFM
1231
Forum Financial Management
Illinois
$4.38M +$4.38M +9,172 New
MFC
1232
Mechanics Financial Corp
Ohio
$4.37M +$4.37M +9,153 New
BAS
1233
Brown Advisory Securities
Maryland
$4.36M -$531K -1,113 -11%
SSWG
1234
Seven Springs Wealth Group
Tennessee
$4.36M +$456K +955 +12%
WCG
1235
Wall Capital Group
Arizona
$4.35M +$4.35M +9,122 New
KCM
1236
Karp Capital Management
California
$4.35M -$477 -1 -0%
EW
1237
Emerson Wealth
Michigan
$4.33M
CAM
1238
Campion Asset Management
Virginia
$4.32M +$72.5K +152 +2%
RDWM
1239
Red Door Wealth Management
Tennessee
$4.32M -$15.7K -33 -0.4%
LWP
1240
Laurel Wealth Planning
Minnesota
$4.31M -$835K -1,750 -16%
WBC
1241
West Branch Capital
Massachusetts
$4.3M -$21K -44 -0.5%
WF
1242
Welch & Forbes
Massachusetts
$4.29M +$737K +1,545 +21%
PAM
1243
PVG Asset Management
Colorado
$4.28M -$1.43M -2,991 -25%
BFA
1244
Beacon Financial Advisory
Ohio
$4.27M +$193K +404 +5%
NHC
1245
Nicholas Hoffman & Company
Georgia
$4.26M +$1.01M +2,119 +31%
TPWA
1246
TRUE Private Wealth Advisors
Oregon
$4.25M +$478K +1,002 +13%
MCM
1247
Maple Capital Management
Vermont
$4.23M +$143K +299 +3%
AFM
1248
Andesa Financial Management
Pennsylvania
$4.22M -$216K -453 -5%
HAS
1249
HBW Advisory Services
California
$4.21M +$2.24M +4,707 +114%
JGIA
1250
Jackson Grant Investment Advisers
Connecticut
$4.2M -$41K -86 -1%