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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 %
ULWM
1826
Upper Left Wealth Management
Florida
$1.13M +$1.13M +2,363 New
CWA
1827
Clarity Wealth Advisors
California
$1.13M -$5.25K -11 -0.5%
BDFN
1828
Bond & Devick Financial Network
Minnesota
$1.13M -$10.5K -22 -0.9%
HC
1829
Hamilton Capital
Ohio
$1.12M +$349K +732 +45%
SVCP
1830
Silicon Valley Capital Partners
California
$1.12M -$66.7K -140 -6%
SIA
1831
Stegner Investment Associates
Kentucky
$1.12M +$151K +316 +16%
HKIMG
1832
Hutchens & Kramer Investment Management Group
Indiana
$1.11M +$1.11M +2,456 New
HGERS
1833
Householder Group Estate & Retirement Specialist
Arizona
$1.11M +$1.11M +2,330 New
KTC
1834
Kistler-Tiffany Companies
Pennsylvania
$1.11M -$2.86K -6 -0.3%
FIM
1835
Freedom Investment Management
Connecticut
$1.1M -$224K -469 -17%
PFBT
1836
Parkside Financial Bank & Trust
Missouri
$1.1M -$4.77K -10 -0.4%
FSA
1837
Financial Sense Advisors
California
$1.1M +$707K +1,482 +181%
CWM
1838
ClientFirst Wealth Management
Arkansas
$1.1M +$1.1M +2,391 New
PSC
1839
Prentiss Smith & Co
Vermont
$1.09M -$3.82K -8 -0.3%
RB
1840
Renasant Bank
Mississippi
$1.09M +$5.25K +11 +0.5%
SI
1841
Saxon Interests
Texas
$1.09M +$1.09M +2,313 New
GPC
1842
Garrison Point Capital
California
$1.09M +$8.11K +17 +0.8%
BWM
1843
Birchcreek Wealth Management
Ohio
$1.09M -$5.24K -11 -0.5%
AP
1844
Adero Partners
California
$1.08M
AIA
1845
Armor Investment Advisors
North Carolina
$1.08M +$336K +704 +45%
CAL
1846
Capital Advisors Ltd
Ohio
$1.07M
GAM
1847
Griffin Asset Management
New York
$1.07M +$101K +211 +10%
CWS
1848
Confluence Wealth Services
Pennsylvania
$1.07M +$1.07M +2,248 New
VST
1849
Van Strum & Towne
California
$1.07M +$477 +1 +0%
RWA
1850
Roberts Wealth Advisors
California
$1.07M +$6.72K +14 +0.6%