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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 %
HFS
2101
Hantz Financial Services
Michigan
$580K -$141K -295 -20%
NWM
2102
NEIRG Wealth Management
Massachusetts
$580K +$580K +1,215 New
WWM
2103
Wagner Wealth Management
South Carolina
$579K -$52.5K -110 -8%
AC
2104
Apella Capital
Connecticut
$578K +$37.2K +78 +7%
FCM
2105
Firestone Capital Management
Florida
$575K +$1.91K +4 +0.3%
MLL
2106
Moody Lynn & Lieberson
Massachusetts
$574K -$23.9K -50 -4%
HCM
2107
HMS Capital Management
Tennessee
$573K
CG
2108
Clarus Group
Texas
$573K
ZIG
2109
Zurich Insurance Group
Switzerland
$573K
FAM
2110
Fenimore Asset Management
New York
$572K
SIA
2111
Strategic Investment Advisors
Michigan
$571K +$1.91K +4 +0.3%
LFG
2112
Lockerman Financial Group
California
$571K +$571K +1,197 New
RB
2113
Richmond Brothers
Michigan
$571K +$571K +1,199 New
BMD
2114
Better Money Decisions
New Mexico
$570K -$65.8K -138 -10%
SBF
2115
Sara-Bay Financial
Florida
$566K -$3.81K -8 -0.7%
MCM
2116
Morton Capital Management
California
$565K +$565K +1,184 New
PS
2117
Portfolio Strategies
New York
$564K
BFG
2118
Bouchey Financial Group
New York
$564K +$6.2K +13 +1%
SCM
2119
Seascape Capital Management
New Hampshire
$562K -$477 -1 -0.1%
DC
2120
Defender Capital
North Carolina
$562K
GWANC
2121
Guardian Wealth Advisors (North Carolina)
North Carolina
$562K +$562K +1,179 New
PWP
2122
Principle Wealth Partners
Connecticut
$561K +$22.9K +48 +4%
WF
2123
WoodTrust Financial
Wisconsin
$560K
TAM
2124
Townsend Asset Management
North Carolina
$560K +$477 +1 +0.1%
RW
2125
REDW Wealth
New Mexico
$560K +$1.43K +3 +0.3%