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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 %
VIM
1901
Vista Investment Management
Pennsylvania
$931K -$15.3K -32 -2%
WCFA
1902
Walkner Condon Financial Advisors
Wisconsin
$926K -$14.3K -30 -2%
SWM
1903
Selective Wealth Management
Virginia
$925K +$117K +245 +14%
IWN
1904
Independent Wealth Network
Iowa
$925K +$246K +516 +36%
MFW
1905
Mosaic Family Wealth
Missouri
$925K +$299K +628 +48%
APIM
1906
Agate Pass Investment Management
Washington
$924K +$924K +1,937 New
CGL
1907
Clarius Group LLC
Washington
$923K -$477 -1 -0.1%
HFG
1908
Heron Financial Group
New York
$923K +$188K +414 +26%
CWP
1909
Curated Wealth Partners
California
$919K
AC
1910
Anson Capital
Georgia
$919K +$919K +2,134 New
I2I
1911
Insight 2811 Inc
Illinois
$916K +$2.86K +6 +0.3%
SFFS
1912
Stonehage Fleming Financial Services
Jersey
$914K
Invesco
1913
Invesco
Georgia
$913K -$643K -1,349 -41%
FF
1914
Financial Futures
New Jersey
$912K +$912K +1,911 New
BA
1915
Bridgewater Advisors
New York
$910K
HWA
1916
HHM Wealth Advisors
Tennessee
$909K
LWMM
1917
Legacy Wealth Management (Mississippi)
Mississippi
$906K -$1.03M -2,161 -53%
DS
1918
Dudley & Shanley
Florida
$903K
TWM
1919
Trinity Wealth Management
Pennsylvania
$902K +$15.3K +32 +2%
CG
1920
Corundum Group
Colorado
$898K +$588K +1,233 +190%
TWP
1921
Transparent Wealth Partners
Arkansas
$896K +$896K +1,879 New
SF
1922
SBK Financial
Virginia
$891K +$891K +1,867 New
NFC
1923
Northeast Financial Consultants
Connecticut
$889K
RAM
1924
Redmond Asset Management
Virginia
$886K -$4.29K -9 -0.5%
1WA
1925
180 Wealth Advisors
Washington
$884K +$293K +666 +50%