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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 %
ACM
2276
Argent Capital Management
Missouri
$366K +$366K +768 New
AWAG
2277
ARS Wealth Advisors Group
Florida
$365K -$69.1K -145 -16%
HWA
2278
Hilltop Wealth Advisors
North Carolina
$365K
PW
2279
Peninsula Wealth
California
$364K +$364K +763 New
HIS
2280
Horizon Investment Services
Indiana
$363K
IWS
2281
Insight Wealth Strategies
California
$362K -$3.4M -7,124 -90%
VIA
2282
Vickerman Investment Advisors
Washington
$362K -$12.9K -27 -3%
BWL
2283
Bogart Wealth LLC
Virginia
$362K +$40.1K +84 +12%
CC
2284
Copperleaf Capital
North Carolina
$362K +$86.3K +181 +31%
ACM
2285
Ategra Capital Management
Virginia
$362K
SGA
2286
Sustainable Growth Advisers
Connecticut
$361K +$361K +757 New
MWA
2287
Monograph Wealth Advisors
California
$360K +$360K +754 New
G
2288
Gainplan
Michigan
$358K +$1.91K +4 +0.5%
AHB
2289
Abner Herrman & Brock
New Jersey
$357K +$2.86K +6 +0.8%
AII
2290
AGF Investments Inc
Ontario, Canada
$353K -$373K -781 -51%
ANBT
2291
American National Bank & Trust
Texas
$352K
PD
2292
Planning Directions
Pennsylvania
$352K +$478 +1 +0.1%
MWM
2293
Maltin Wealth Management
New Jersey
$352K +$21.9K +46 +7%
WTFG
2294
Wells Trecaso Financial Group
Ohio
$351K
DFA
2295
Delta Financial Advisors
Louisiana
$351K +$42K +88 +14%
SKK
2296
Shepherd Kaplan Krochuk
Massachusetts
$349K -$22K -46 -6%
LWP
2297
Legacy Wealth Planning
Nevada
$348K -$193K -405 -36%
JWBC
2298
J.W. Burns & Co
New York
$348K
SWM
2299
Shakespeare Wealth Management
Wisconsin
$348K
OPCM
2300
Osborne Partners Capital Management
California
$347K -$162K -339 -32%