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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 %
BCM
2151
Bluefin Capital Management
New York
$525K +$525K +1,100 New
ETIA
2152
Epic Trust Investment Advisors
Washington
$521K +$521K +1,093 New
HA
2153
Hofer & Associates
California
$520K +$520K +1,091 New
CPW
2154
Catalyst Private Wealth
California
$519K +$43.8K +92 +9%
JFS
2155
JD Financial Services
Pennsylvania
$517K -$21.9K -46 -4%
BC
2156
Brio Consultants
California
$516K +$25.3K +53 +5%
NFG
2157
Northeast Financial Group
Pennsylvania
$513K
PHS
2158
Pekin Hardy Strauss
Illinois
$513K
PCM
2159
Passive Capital Management
Maryland
$513K +$513K +1,075 New
WW
2160
Waterfront Wealth
Kansas
$512K +$140K +294 +38%
PCM
2161
Pointe Capital Management
Michigan
$510K
MRWM
2162
ML&R Wealth Management
Texas
$509K +$509K +1,067 New
SWA
2163
Sutton Wealth Advisors
Florida
$509K +$954 +2 +0.2%
HCMG
2164
Howard Capital Management Group
California
$505K
MAM
2165
McLean Asset Management
Virginia
$502K +$473 +1 +0.1%
NF
2166
NTB Financial
Colorado
$494K +$494K +1,036 New
E
2167
ETFidea
New York
$493K +$493K +1,034 New
FFWM
2168
Future Financial Wealth Management
Ohio
$490K
BO
2169
Bank OZK
Arkansas
$487K -$51.5K -108 -10%
CC
2170
Callan Capital
California
$487K
PWA
2171
Providence Wealth Advisors
Illinois
$486K
JWS
2172
Juncture Wealth Strategies
Arizona
$484K +$111K +232 +30%
AW
2173
Alaethes Wealth
Nevada
$483K +$36.7K +77 +8%
RPSA
2174
Richard P. Slaughter Associates
Texas
$483K +$45.7K +96 +10%
OHIS
2175
Oak Harvest Investment Services
Texas
$482K -$3.34K -7 -0.7%