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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 %
BWA
1801
Blodgett Wealth Advisors
California
$1.19M +$1.19M +2,488 New
HZ
1802
Hixon Zuercher
Ohio
$1.19M +$1.19M +2,487 New
SWP
1803
Strategic Wealth Partners
Ohio
$1.18M -$192K -403 -14%
CAI
1804
Capital Advisors Inc
Oklahoma
$1.18M +$369K +774 +45%
TPA
1805
Trivium Point Advisory
Connecticut
$1.18M -$137K -287 -10%
CP
1806
Cumberland Partners
Ontario, Canada
$1.18M -$925K -1,940 -44%
CWP
1807
CFM Wealth Partners
Texas
$1.18M -$74.4K -155 -6%
GHA
1808
GW Henssler & Associates
Georgia
$1.17M +$1.17M +2,458 New
AFAS
1809
Acorn Financial Advisory Services
Virginia
$1.17M +$22.9K +48 +2%
CHP
1810
Cable Hill Partners
Oregon
$1.16M +$2.86K +6 +0.2%
RIA
1811
Realta Investment Advisors
Delaware
$1.16M -$153K -321 -12%
SAA
1812
Southeast Asset Advisors
Georgia
$1.16M +$14.3K +30 +1%
LK
1813
Lumbard & Kellner
New Hampshire
$1.15M -$381K -799 -25%
EFG
1814
Everhart Financial Group
Ohio
$1.15M -$15.8K -33 -1%
SCM
1815
Southport Capital Management
Tennessee
$1.15M -$105K -220 -8%
BFC
1816
Blue Fin Capital
Rhode Island
$1.15M
CCM
1817
Colorado Capital Management
Colorado
$1.15M -$87.6K -183 -7%
GB
1818
Goepper Burkhardt
South Carolina
$1.15M -$143K -300 -11%
MWM
1819
Minot Wealth Management
Massachusetts
$1.14M -$54.9K -115 -5%
WFA
1820
Wipfli Financial Advisors
Wisconsin
$1.14M -$6.68K -14 -0.6%
MCM
1821
Murphy Capital Management
New Jersey
$1.14M +$187K +392 +20%
HWA
1822
HCR Wealth Advisors
California
$1.14M +$262K +549 +30%
NS
1823
Newman & Schimel
Illinois
$1.13M +$229K +480 +25%
SFA
1824
Seneca Financial Advisors
New York
$1.13M +$2.86K +6 +0.3%
PP
1825
Prosperity Planning
Missouri
$1.13M -$97.3K -204 -8%