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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 %
RPCONE
2551
Retirement Planning Company of New England
Rhode Island
$51K +$51K +108 New
MCM
2552
Mill Capital Management
North Carolina
$50K +$50K +105 New
PIP
2553
Peachtree Investment Partners
Florida
$48K -$960 -2 -2%
HFA
2554
HC Financial Advisors
California
$48K +$37.9K +79 +376%
CAM
2555
Costello Asset Management
Pennsylvania
$47K
PIA
2556
Powell Investment Advisors
Florida
$47K +$47K +98 New
BLC
2557
Brown, Lisle/Cummings
Rhode Island
$46.3K +$46.3K +97 New
TI
2558
Truehand Inc
New Hampshire
$46K
ARMC
2559
American Research & Management Company
Massachusetts
$46K
LWA
2560
Lowe Wealth Advisors
Maryland
$46K
DFC
2561
DB Fitzpatrick & Co
Idaho
$43K +$43K +91 New
TCM
2562
Tradewinds Capital Management
Washington
$41K
TAM
2563
Tucker Asset Management
Colorado
$40.6K
LIA
2564
LS Investment Advisors
Michigan
$38K
CI
2565
Cordant Inc
Oregon
$36K +$28.8K +60 +400%
MCA
2566
Maryland Capital Advisors
Maryland
$36K +$36K +75 New
TLCM
2567
Twin Lakes Capital Management
California
$30K +$30K +63 New
LWM
2568
Liberty Wealth Management
California
$30K -$24.6M -57,132 Closed
C
2569
Covestor
United Kingdom
$26K +$26K +54 New
PK
2570
Pflug Koory
Nebraska
$25K
MAM
2571
McCarthy Asset Management
California
$25K
GCM
2572
Gables Capital Management
Florida
$24K
EWM
2573
Elmwood Wealth Management
California
$24K +$24K +50 New
EWM
2574
Edge Wealth Management
New York
$22K
SFG
2575
Steward Financial Group
Texas
$22K +$22K +47 New