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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 %
P3I
401
Progeny 3 Inc
Washington
$46.5M +$181K +379 +0.4%
CPSAC
402
Chas P. Smith & Associates (CPS)
Florida
$46M -$430K -901 -0.9%
MIA
403
MainStreet Investment Advisors
Illinois
$45.8M -$3.03M -6,352 -6%
QCG
404
Quadrant Capital Group
Ohio
$45.8M +$16.7M +34,999 +57%
Bank Julius Baer & Co
405
Bank Julius Baer & Co
Switzerland
$45.7M -$5.57M -11,670 -11%
GW
406
GW & Wade
Massachusetts
$45.5M -$2.09M -4,391 -4%
Chevy Chase Trust
407
Chevy Chase Trust
Maryland
$45.1M -$50.7M -106,227 -53%
TC
408
Telemus Capital
Michigan
$44.9M +$2.54M +5,330 +6%
LWA
409
Lineweaver Wealth Advisors
Ohio
$44.7M +$1.81M +3,800 +4%
MG
410
Mather Group
Illinois
$44.7M -$568K -1,190 -1%
CWM
411
Cranbrook Wealth Management
Michigan
$44.7M +$3.34M +6,996 +8%
MIAN
412
Mariner Independent Advisor Network
Kansas
$44.7M -$2.86M -5,976 -6%
IWMA
413
Ironwood Wealth Management (Arizona)
Arizona
$44.2M +$1.09M +2,284 +3%
HCMT
414
Highland Capital Management (Tennessee)
Tennessee
$44.2M -$26.2K -55 -0.1%
CA
415
Cornerstone Advisory
Maryland
$44.2M +$2.21M +4,638 +5%
PFG
416
PAX Financial Group
Texas
$44.2M +$237K +496 +0.5%
MCM
417
MV Capital Management
Maryland
$44.1M +$520K +1,090 +1%
GLA
418
Great Lakes Advisors
Illinois
$43.9M +$9.77M +20,490 +29%
SYBT
419
Stock Yards Bank & Trust
Kentucky
$43.7M +$1.03M +2,165 +2%
CST
420
Charles Schwab Trust
Nevada
$43.6M +$41.8M +87,720 +2,391%
FFA
421
First Foundation Advisors
California
$43.5M +$14M +29,374 +48%
AWM
422
Avior Wealth Management
Nebraska
$43.5M -$17.3M -36,286 -28%
HNB
423
Huntington National Bank
Ohio
$43.1M -$37.3M -8,235 Closed
CFC
424
Coyle Financial Counsel
Illinois
$42.7M -$365K -765 -0.8%
MWC
425
MKD Wealth Coaches
Michigan
$42.3M -$198K -416 -0.5%