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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 %
EFL
1601
ERn Financial LLC
Wisconsin
$1.77M +$22.4K +47 +1%
AO
1602
Advisor OS
Illinois
$1.77M +$1.77M +3,704 New
WLPWM
1603
Walled Lake Planning & Wealth Management
Illinois
$1.76M +$637K +1,335 +57%
MAWAG
1604
Mid-American Wealth Advisory Group
Missouri
$1.76M +$1.76M +3,688 New
LSA
1605
Lion Street Advisors
Texas
$1.75M +$97.3K +204 +6%
SA
1606
Shilanski & Associates
Alaska
$1.74M -$13.8K -29 -0.8%
MOACM
1607
Mutual of America Capital Management
New York
$1.74M -$201K -421 -10%
KFI
1608
Key Financial Inc
Pennsylvania
$1.74M -$35.3K -74 -2%
ECM
1609
Evergreen Capital Management
Washington
$1.74M +$98.8K +207 +6%
MIM
1610
Macroview Investment Management
Maryland
$1.74M +$36.7K +77 +2%
KSWA
1611
Kathleen S. Wright Associates
Pennsylvania
$1.73M +$1.73M +3,633 New
FSA
1612
Fort Sheridan Advisors
Illinois
$1.73M
RBC
1613
Roble Belko & Company
Pennsylvania
$1.72M -$1.91K -4 -0.1%
ZIG
1614
Zullo Investment Group
Pennsylvania
$1.72M +$1.72M +3,615 New
KF
1615
Krilogy Financial
Missouri
$1.72M -$2.85M -5,969 -62%
TCOT
1616
Trust Company of Toledo
Ohio
$1.72M -$10K -21 -0.6%
IIM
1617
Ipswich Investment Management
Massachusetts
$1.72M -$74.9K -157 -4%
AIP
1618
Ahrens Investment Partners
Louisiana
$1.72M -$477 -1 -0%
TIAM2
1619
Tru Independence Asset Management 2
Oregon
$1.71M +$785K +1,646 +85%
PWM
1620
PBMares Wealth Management
Virginia
$1.71M +$669K +1,402 +64%
VCP
1621
Vista Capital Partners
Oregon
$1.71M +$393K +825 +30%
TTWM
1622
TCV Trust & Wealth Management
Virginia
$1.71M -$28.6K -60 -2%
MA
1623
MKT Advisors
California
$1.7M +$1.7M +3,904 New
EWA
1624
EverSource Wealth Advisors
Alabama
$1.7M +$1.7M +3,555 New
SC
1625
Stephens Consulting
Michigan
$1.7M +$1.7M +3,555 New