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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
301
Amtrust Financial Services
New York
$61.9M +$61.9M +129,800 New
TWA
302
TPB Wealth Advisors
Texas
$61.8M +$21.7M +45,650 +54%
Arrowstreet Capital
303
Arrowstreet Capital
Massachusetts
$61.7M +$7.93M +16,634 +15%
NL
304
NWAM LLC
Washington
$61.3M +$6.82M +14,306 +13%
AI
305
Accredited Investors
Minnesota
$61.2M -$413K -866 -0.7%
WA
306
Wealth Architects
California
$60.9M -$46.3K -97 -0.1%
STA
307
Summit Trail Advisors
New York
$60.6M +$8.59K +18 +0%
HCA
308
Heck Capital Advisors
Wisconsin
$60.5M -$311K -652 -0.5%
MFM
309
MD Financial Management
Ontario, Canada
$60.4M -$40.4M -84,598 -40%
ANB
310
Amarillo National Bank
Texas
$60.2M +$4.29M +8,998 +8%
FNBT
311
FineMark National Bank & Trust
Florida
$60.1M +$4.35M +9,113 +8%
NA
312
Nottingham Advisors
New York
$60.1M +$64.4K +135 +0.1%
CFGS
313
Concourse Financial Group Securities
Alabama
$59.8M +$5.08M +10,640 +9%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$59.2M -$504K -1,057 -0.8%
CC
315
Courier Capital
New York
$59.2M -$6.63M -13,897 -10%
BF
316
BOK Financial
Oklahoma
$58.7M +$259K +544 +0.4%
MCC
317
Money Concepts Capital
Florida
$58.3M +$58.3M +122,222 New
VFA
318
Valeo Financial Advisors
Indiana
$58.2M +$417K +875 +0.7%
MIS
319
Morningstar Investment Services
Illinois
$58.2M +$5.57M +11,667 +11%
Deutsche Bank
320
Deutsche Bank
Germany
$58.1M -$9.34M -19,573 -14%
KFP
321
KMG Fiduciary Partners
Ohio
$57.9M -$3.65M -7,656 -6%
IWP
322
Icon Wealth Partners
Texas
$57.6M +$6.63M +13,910 +13%
SW
323
SteelPeak Wealth
California
$57.2M +$12M +25,222 +27%
HWIS
324
Hancock Whitney Investment Services
Louisiana
$57.2M +$57.2M +119,855 New
AIIMS
325
Analyst IMS Investment Management Services
Israel
$56.9M +$696K +1,455 +1%