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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 %
JPG
1576
Jordan Park Group
California
$1.9M
LFG
1577
Larson Financial Group
Missouri
$1.89M
IC
1578
Innealta Capital
Texas
$1.88M +$1.88M +3,950 New
ADL
1579
Asset Dedication LLC
California
$1.87M -$152K -319 -7%
MCM
1580
McRae Capital Management
New Jersey
$1.87M -$298K -624 -14%
3LCM
1581
3D/L Capital Management
Connecticut
$1.87M +$120K +252 +7%
NCM
1582
Nelson Capital Management
California
$1.87M +$47.2K +99 +3%
LOPW
1583
Live Oak Private Wealth
North Carolina
$1.86M -$477 -1 -0%
MIM
1584
Montgomery Investment Management
Maryland
$1.86M
IFWM
1585
Institute for Wealth Management
Colorado
$1.84M -$71.5K -150 -4%
FAM
1586
Formidable Asset Management
Ohio
$1.83M -$25.8K -54 -1%
SIS
1587
Sound Income Strategies
Florida
$1.83M -$585K -1,227 -24%
CSPIA
1588
Cary Street Partners Investment Advisory
Virginia
$1.83M +$156K +326 +9%
CFA
1589
Camarda Financial Advisors
Florida
$1.83M +$1.83M +3,826 New
SAM
1590
Sompo Asset Management
Japan
$1.82M -$18.1K -38 -1%
CIM
1591
Corda Investment Management
Texas
$1.81M -$355K -745 -16%
TFA
1592
Tobias Financial Advisors
Florida
$1.81M +$1.81M +3,792 New
GSEP
1593
Golden State Equity Partners
California
$1.8M +$112K +234 +7%
HFS
1594
Howard Financial Services
Texas
$1.79M -$89.2K -187 -5%
Financial Engines Advisors
1595
Financial Engines Advisors
California
$1.79M +$271K +569 +18%
MA
1596
MONECO Advisors
Connecticut
$1.79M +$491K +1,095 +38%
BA
1597
Ballast Advisors
Minnesota
$1.78M +$19.1K +40 +1%
Man Group
1598
Man Group
United Kingdom
$1.78M -$1.47M -3,083 -45%
RWA
1599
RGT Wealth Advisors
Texas
$1.78M +$49.6K +104 +3%
MG
1600
McCutchen Group
Washington
$1.77M +$12.4K +26 +0.7%