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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 %
TA
2376
TruWealth Advisors
Louisiana
$278K -$477 -1 -0.2%
NCM
2377
Noesis Capital Mangement
Florida
$276K -$66.7K -140 -19%
SWM
2378
Silverlake Wealth Management
Vermont
$276K +$276K +578 New
OFG
2379
Orcam Financial Group
California
$274K +$274K +575 New
WH
2380
Willner & Heller
California
$273K +$273K +633 New
RBCM
2381
Raub Brock Capital Management
California
$272K
ACWM
2382
Adams Chetwood Wealth Management
North Carolina
$272K
TD Asset Management
2383
TD Asset Management
Ontario, Canada
$272K +$35.3K +74 +15%
DBRC
2384
D.B. Root & Company
Pennsylvania
$271K -$17.1K -36 -6%
RFM
2385
Royal Fund Management
Florida
$271K
SL
2386
Salomon & Ludwin
Virginia
$271K +$271K +568 New
ICP
2387
Interchange Capital Partners
Pennsylvania
$270K +$270K +567 New
RCA
2388
Ranch Capital Advisors
Florida
$268K +$478 +1 +0.2%
LG
2389
LaFleur & Godfrey
Michigan
$267K -$33.4K -70 -11%
DSC
2390
Duncker Streett & Co
Missouri
$267K +$27.7K +58 +12%
CPC
2391
Consolidated Planning Corp
Georgia
$266K +$49.6K +104 +23%
RCG
2392
Resource Consulting Group
Florida
$266K +$266K +557 New
UL
2393
Unionview LLC
Washington
$265K +$265K +556 New
PA
2394
Probity Advisors
Texas
$262K -$289K -606 -52%
ONST
2395
Old North State Trust
North Carolina
$262K -$2.38K -5 -0.9%
RM
2396
Resource Management
Louisiana
$261K
CSPAM
2397
Cary Street Partners Asset Management
Virginia
$259K -$7.14K -15 -3%
GF
2398
Goodman Financial
Texas
$259K -$2.86K -6 -1%
SAI
2399
Systematic Alpha Investments
New Jersey
$259K
AWM
2400
Activest Wealth Management
Florida
$257K +$16.2K +34 +7%