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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 %
VRM
2426
Vectors Research Management
New York
$241K +$17.1K +36 +8%
HC
2427
HNP Capital
New York
$241K +$17.1K +36 +8%
JWBC
2428
John W. Brooker & Co
California
$240K
SC
2429
Schulhoff & Co
Ohio
$239K
BSG
2430
Black Swift Group
Colorado
$239K
CFA
2431
Compass Financial Advisors
Indiana
$239K +$239K +502 New
BWM
2432
Bulltick Wealth Management
Florida
$238K -$93K -195 -28%
V
2433
VeraBank
Texas
$235K +$235K +492 New
VFPI
2434
Vantage Financial Partners (Illinois)
Illinois
$234K -$8.12K -17 -3%
RWG
2435
Ratio Wealth Group
Colorado
$233K +$477 +1 +0.2%
NCM
2436
Northwest Capital Management
Oregon
$233K +$233K +517 New
SRC
2437
Shufro Rose & Co
New York
$232K
AC
2438
Asio Capital
Kentucky
$231K +$202K +425 +708%
MCM
2439
McDonough Capital Management
Florida
$230K +$230K +482 New
WFO
2440
Wealthgate Family Office
Colorado
$229K
BEI
2441
Benjamin Edwards Inc
Missouri
$229K +$12.4K +26 +6%
MIAS
2442
Mason Investment Advisory Services
Virginia
$228K
STAS
2443
Strong Tower Advisory Services
Minnesota
$228K
PCM
2444
Piedmont Capital Management
Montana
$228K +$228K +477 New
TYCC
2445
Texas Yale Capital Corp
Florida
$227K
FWP
2446
Falcon Wealth Planning
California
$225K +$225K +472 New
MAG
2447
MRA Advisory Group
New Jersey
$223K -$164K -343 -42%
SCA
2448
STALEY CAPITAL ADVISERS
Pennsylvania
$223K
EWS
2449
Evergreen Wealth Solutions
Pennsylvania
$223K +$223K +467 New
CIC
2450
Chilton Investment Company
Connecticut
$223K +$223K +468 New