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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 %
CBT
2501
CoreFirst Bank & Trust
Kansas
$153K
VCM
2502
Versant Capital Management
Arizona
$149K
LFA
2503
Level Financial Advisors
New York
$147K +$147K +309 New
BC
2504
Barnett & Company
Tennessee
$143K -$19.1K -40 -12%
WA
2505
WestEnd Advisors
North Carolina
$140K +$140K +294 New
MAM
2506
Mystic Asset Management
Rhode Island
$135K +$135K +285 New
RF
2507
Robbins Farley
New Hampshire
$134K
SPA
2508
Shore Point Advisors
New Jersey
$134K +$134K +280 New
PWM
2509
Provident Wealth Management
Tennessee
$133K -$70.3K -147 -35%
TF
2510
Tompkins Financial
New York
$133K
DWA
2511
Delos Wealth Advisors
Texas
$129K
AIM
2512
Anchor Investment Management
South Carolina
$127K -$1.43K -3 -1%
PAIM
2513
Punch & Associates Investment Management
Minnesota
$126K
Canada Life
2514
Canada Life
Manitoba, Canada
$125K -$334K -700 -73%
FEG
2515
Financial Enhancement Group
Indiana
$124K -$3.83K -8 -3%
CM
2516
Cornerstone Management
Georgia
$121K +$121K +253 New
POIA
2517
Pin Oak Investment Advisors
Texas
$117K +$478 +1 +0.4%
ACA
2518
Atlas Capital Advisors
Wyoming
$116K +$59.6K +125 +105%
MSFP
2519
Mark Sheptoff Financial Planning
Connecticut
$114K +$86.2K +180 +310%
KFO
2520
Kopp Family Office
Minnesota
$112K -$27.8K -58 -20%
BAM
2521
Bellevue Asset Management
Washington
$105K
ARIS
2522
Advanced Research Investment Solutions
California
$99K
MAM
2523
Marquette Asset Management
Minnesota
$95K -$27.1K -57 -22%
CWM
2524
CarsonAllaria Wealth Management
Illinois
$95K +$95K +199 New
KA
2525
Kozak & Associates
Colorado
$95K +$95K +223 New