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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 %
YCM
1951
Yousif Capital Management
Michigan
$849K +$849K +1,780 New
SNBOSD
1952
Security National Bank of So Dak
Iowa
$845K +$845K +1,772 New
VCM
1953
Violich Capital Management
California
$836K +$120K +252 +17%
PCM
1954
Princeton Capital Management
New Jersey
$835K
AMCA
1955
Arthur M. Cohen & Associates
Illinois
$832K +$2.86K +6 +0.3%
NFSG
1956
Newbridge Financial Services Group
Florida
$831K +$118K +247 +17%
CWP
1957
Concord Wealth Partners
Virginia
$831K +$798K +1,672 +2,389%
BP
1958
BCK Partners
New York
$828K -$4.3K -9 -0.5%
TPWM
1959
Twelve Points Wealth Management
Massachusetts
$828K +$828K +1,735 New
RK
1960
Rather & Kittrell
Tennessee
$825K +$825K +1,731 New
GWM
1961
GSB Wealth Management
Connecticut
$823K +$823K +1,726 New
APW
1962
Aurora Private Wealth
New Jersey
$821K +$1.91K +4 +0.2%
BFM
1963
Boston Financial Management
Massachusetts
$820K +$212K +444 +35%
SVWAG
1964
Sound View Wealth Advisors Group
Georgia
$817K -$7.15K -15 -0.9%
BMC
1965
Benin Management Corp
Connecticut
$816K -$6.2K -13 -0.8%
FSG
1966
Financial Strategies Group
Michigan
$816K +$15.7K +33 +2%
AWC
1967
Adamsbrown Wealth Consultants
Kansas
$816K +$816K +1,710 New
CWA
1968
Clearview Wealth Advisors
Oregon
$814K -$8.11K -17 -1%
DHFB
1969
Dixon Hubard Feinour & Brown
Virginia
$814K +$814K +1,707 New
RF
1970
Rollins Financial
Georgia
$811K +$811K +1,701 New
NL
1971
Navalign LLC
California
$808K -$41.5K -87 -5%
FAT
1972
First American Trust
California
$806K
ME
1973
McIlrath & Eck
Washington
$795K +$5.73K +12 +0.7%
SQA
1974
Simon Quick Advisors
New Jersey
$793K -$489K -1,025 -38%
APWA
1975
Atlas Private Wealth Advisors
New Jersey
$793K +$214K +449 +37%