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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 %
JBA
1976
Johnson Bixby & Associates
Washington
$791K
WIA
1977
Westbourne Investment Advisors
Maryland
$791K
BRA
1978
Biechele Royce Advisors
Indiana
$789K
SWK
1979
Stephen W. Kidder
$787K -$9.54K -20 -1%
SW
1980
SkyOak Wealth
Michigan
$787K
HFAS
1981
Hummer Financial Advisory Services
Illinois
$785K
WWM
1982
WT Wealth Management
Arizona
$785K +$57.7K +121 +8%
AW
1983
Avion Wealth
Texas
$784K
PT
1984
Plimoth Trust
Massachusetts
$783K +$41K +86 +6%
FFG
1985
Frisch Financial Group
New York
$782K +$191K +403 +32%
CS
1986
Cannell & Spears
New York
$775K
IRAG
1987
Investment Research & Advisory Group
Georgia
$770K -$11.9K -25 -2%
MHB
1988
Midwest Heritage Bank
Iowa
$770K +$770K +1,615 New
MFS
1989
Madrona Financial Services
Washington
$768K
IFS
1990
Ifrah Financial Services
Arkansas
$768K +$477 +1 +0.1%
OSAM
1991
O'Shaughnessy Asset Management
Connecticut
$766K +$478K +1,003 +166%
FP
1992
Financial Perspectives
Minnesota
$763K +$6.2K +13 +0.8%
LPP
1993
Life Planning Partners
Florida
$763K +$763K +1,601 New
FP
1994
Fiduciary Planning
Florida
$759K -$7.45M -15,625 -91%
CGH
1995
Crossmark Global Holdings
Texas
$758K
MIC
1996
Means Investment Company
Maine
$754K +$2.39K +5 +0.3%
MA
1997
MJP Associates
Connecticut
$752K +$1.92K +4 +0.3%
SL
1998
Summitry LLC
California
$749K +$749K +1,569 New
IPW
1999
Inlet Private Wealth
Florida
$746K -$18.1K -38 -2%
MHWM
2000
Montz Harcus Wealth Management
Louisiana
$746K +$746K +1,563 New