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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 %
FUBT
1326
First United Bank & Trust
Maryland
$3.45M -$20K -42 -0.6%
AP
1327
Advisor Partners
California
$3.44M +$9.06K +19 +0.3%
JEST
1328
JTC Employer Solutions Trustee
Jersey
$3.44M
AC
1329
Abbrea Capital
California
$3.44M +$42.4K +89 +1%
EWA
1330
Encompass Wealth Advisors
Oregon
$3.43M -$77.8K -163 -2%
OFS
1331
Oldfather Financial Services
Nebraska
$3.42M -$9.87K -22 -0.3%
MWM
1332
Mattern Wealth Management
Kansas
$3.42M -$65.3K -137 -2%
WCG
1333
Weaver Consulting Group
California
$3.41M -$11.9K -25 -0.3%
LFA
1334
Legacy Financial Advisors
Kentucky
$3.4M +$210K +441 +7%
GJIC
1335
Gamble Jones Investment Counsel
California
$3.39M -$25.8K -54 -0.8%
TCM
1336
Traynor Capital Management
Pennsylvania
$3.39M +$511K +1,072 +18%
TH
1337
TCTC Holdings
Texas
$3.39M +$1.27M +2,663 +60%
OWA
1338
One Wealth Advisors
California
$3.38M +$1.01M +2,113 +42%
WFA
1339
WestHill Financial Advisors
California
$3.38M +$38.6K +81 +1%
TWP
1340
Tempus Wealth Planning
California
$3.37M
OR
1341
Olympiad Research
Connecticut
$3.37M +$729K +1,528 +28%
SC
1342
Saiph Capital
New Jersey
$3.36M +$3.36M +7,041 New
PTP
1343
Platform Technology Partners
New York
$3.34M
NAS
1344
Nicolet Advisory Services
Wisconsin
$3.34M -$357K -748 -10%
CBN
1345
Cadence Bank NA
Texas
$3.33M +$102K +213 +3%
RFG
1346
Range Financial Group
Oregon
$3.32M +$205K +430 +7%
BCA
1347
Bay Colony Advisors
Massachusetts
$3.32M +$370K +776 +13%
EAM
1348
Evanson Asset Management
California
$3.31M +$227K +475 +7%
CSWM
1349
Cassady Schiller Wealth Management
Ohio
$3.3M +$3.3M +6,924 New
VWM
1350
Valley Wealth Managers
New Jersey
$3.3M +$192K +403 +6%