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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 %
OIM
2001
Opus Investment Management
Massachusetts
$744K -$2.27M -4,770 -75%
LBA
2002
Lowell Blake & Associates
Massachusetts
$743K +$2.38K +5 +0.3%
MFG
2003
Monte Financial Group
Connecticut
$743K +$743K +1,558 New
WA
2004
WESPAC Advisors
California
$742K +$28.6K +60 +4%
MSCM
2005
McElhenny Sheffield Capital Management
Texas
$741K +$124K +260 +20%
TFA
2006
TPG Financial Advisors
Oregon
$738K
WLIM
2007
White Lighthouse Investment Management
Massachusetts
$735K +$12.4K +26 +2%
GIA
2008
Gateway Investment Advisers
Ohio
$734K
WCA
2009
Waypoint Capital Advisors
Minnesota
$734K +$734K +1,538 New
CBB
2010
Citizens Business Bank
California
$732K
LJHT
2011
Laurie J. Hall Trustee
$728K -$4.77K -10 -0.7%
BMA
2012
Brooks Moore & Associates
Tennessee
$727K
CMS
2013
Capital Market Strategies
Florida
$725K +$725K +1,519 New
Members Trust
2014
Members Trust
Florida
$721K +$7.15K +15 +1%
W
2015
WealthOne
New York
$718K -$192K -402 -21%
MAS
2016
Madden Advisory Services
Florida
$718K +$43.4K +91 +6%
JCA
2017
January Capital Advisors
California
$716K +$716K +1,502 New
BSI
2018
Bennett Selby Investments
Maine
$715K -$8.58K -18 -1%
ADBIC
2019
A.D. Beadell Investment Counsel
Wisconsin
$715K
ERIM
2020
Eagle Ridge Investment Management
Connecticut
$715K +$715K +1,500 New
SFWA
2021
Summit Financial Wealth Advisors
Louisiana
$712K -$27.8K -58 -4%
LWMT
2022
Legacy Wealth Management (Tennessee)
Tennessee
$712K +$70.1K +147 +11%
OWA
2023
Octavia Wealth Advisors
Ohio
$712K +$76.8K +161 +12%
CSIA
2024
Charles Schwab Investment Advisory
California
$711K +$1.43K +3 +0.2%
TAM
2025
Tocqueville Asset Management
New York
$707K +$207K +435 +42%