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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 %
AFS
2401
AFG Fiduciary Services
Massachusetts
$257K +$257K +538 New
AC
2402
Addison Capital
Pennsylvania
$257K +$257K +539 New
VAG
2403
VisionPoint Advisory Group
Texas
$256K -$119K -263 -32%
OPOWM
2404
One Plus One Wealth Management
Florida
$256K
PWA
2405
Phoenix Wealth Advisors
North Carolina
$256K +$256K +537 New
FPIS
2406
Financial Planning & Information Services
Wisconsin
$255K
NPA
2407
Nichols & Pratt Advisers
Massachusetts
$255K
CIA
2408
Caerus Investment Advisors
Texas
$255K +$255K +535 New
AAP
2409
Arax Advisory Partners
Colorado
$253K +$477 +1 +0.2%
TIM
2410
Tevis Investment Management
Texas
$253K +$253K +529 New
ZCM
2411
Ziegler Capital Management
Illinois
$252K -$53.5K -112 -18%
SCM
2412
Sterneck Capital Management
Missouri
$252K
CCA
2413
Checchi Capital Advisers
California
$251K
ACS
2414
Archford Capital Strategies
Illinois
$250K -$283K -594 -53%
AIS
2415
AM Investment Strategies
Tennessee
$250K +$250K +525 New
FVWA
2416
Foster Victor Wealth Advisors
South Carolina
$249K -$91.8K -194 -27%
FBA
2417
Front Barnett Associates
Illinois
$249K -$9.54K -20 -4%
SEIA
2418
Signature Estate & Investment Advisors
California
$249K +$249K +523 New
WWA
2419
WC Walker & Associates
California
$248K
AMIM
2420
Aull & Monroe Investment Management
Alabama
$245K
CB
2421
Cadence Bank
Mississippi
$245K
EGA
2422
Eagle Global Advisors
Texas
$244K
SPI
2423
Sutton Place Investors
New York
$243K +$243K +509 New
SAM
2424
SignalPoint Asset Management
Missouri
$241K -$5.23K -11 -2%
SCM
2425
Stonehearth Capital Management
Massachusetts
$241K