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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 %
HHAA
2351
Henry H. Armstrong Associates
Pennsylvania
$298K
MWM
2352
MY Wealth Management
Maryland
$298K +$298K +625 New
FWA
2353
FSC Wealth Advisors
New York
$297K +$297K +622 New
BWL
2354
Beacon Wealthcare LLC
North Carolina
$296K +$296K +620 New
CAC
2355
Core Alternative Capital
Georgia
$295K +$295K +618 New
CPA
2356
Capital Planning Advisors
California
$295K +$295K +618 New
LRWA
2357
Long Run Wealth Advisors
New York
$295K +$295K +619 New
TA
2358
TFG Advisers
Michigan
$294K -$4.3K -9 -1%
SBIA
2359
Sheaff Brock Investment Advisors
Indiana
$294K
RSS
2360
Rosenblum Silverman Sutton
California
$293K
NB
2361
NBT Bank
New York
$291K -$10.5K -22 -3%
FWM
2362
FSA Wealth Management
Massachusetts
$291K
DWA
2363
Dougherty Wealth Advisers
Minnesota
$291K
IWP
2364
Innova Wealth Partners
Pennsylvania
$290K
PWM
2365
Prentice Wealth Management
New York
$289K
IGGA
2366
Iron Gate Global Advisors
Utah
$289K
KA
2367
Kearns & Associates
California
$289K +$289K +605 New
LCM
2368
LVM Capital Management
Michigan
$287K +$12.4K +26 +5%
CHC
2369
City Holding Co
West Virginia
$287K +$16.2K +37 +6%
CBOR
2370
Community Bank of Raymore
Missouri
$286K
SWIG
2371
Strategic Wealth Investment Group
Kentucky
$283K -$41K -86 -13%
CCA
2372
Cottonwood Capital Advisors
Utah
$283K +$283K +594 New
FCIM
2373
Fairview Capital Investment Management
California
$283K +$283K +595 New
OCPWS
2374
One Charles Private Wealth Services
Massachusetts
$282K
WFA
2375
West Financial Advisors
Iowa
$280K