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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 %
FC
801
Ferris Capital
Massachusetts
$13.3M -$247K -518 -2%
FPFS
802
First Personal Financial Services
North Carolina
$13.3M -$151K -316 -1%
WF
803
Williams Financial
Vermont
$13.3M +$2.05M +4,290 +18%
PTC
804
Private Trust Company
Ohio
$13.2M -$7.23M -15,159 -35%
BFG
805
Barber Financial Group
Kansas
$13.2M -$1.59M -3,324 -11%
CI
806
Cigna Investments
Connecticut
$13.2M +$13.2M +27,680 New
TC
807
Trilogy Capital
California
$13.2M -$265K -555 -2%
CWA
808
Consilio Wealth Advisors
Washington
$13.2M +$13.2M +27,653 New
OWA
809
Outlook Wealth Advisors
Texas
$13.2M -$1.91M -4,014 -13%
LFS
810
Lutz Financial Services
Nebraska
$13.1M -$59.6K -125 -0.5%
CIP
811
Capital Insight Partners
Arizona
$13.1M +$181K +379 +1%
SCP
812
Silverleafe Capital Partners
Tennessee
$13M +$1.24M +2,605 +11%
TNB
813
Thomasville National Bank
Georgia
$13M +$792K +1,661 +6%
AL
814
ADE LLC
Maryland
$12.9M +$87.7K +184 +0.7%
CHA
815
Cooper/Haims Advisors
New York
$12.9M -$13.7M -28,632 -51%
MWA
816
Motive Wealth Advisors
Michigan
$12.8M -$1.65M -3,457 -11%
WF
817
Wayfinding Financial
Washington
$12.7M +$12.7M +29,391 New
RDIA
818
RE Dickinson Investment Advisors
Iowa
$12.6M +$12.6M +26,406 New
AWM
819
Avaii Wealth Management
Wisconsin
$12.6M +$12.6M +26,335 New
CL
820
CPWM LLC
Washington
$12.5M
PWM
821
Praetorian Wealth Management
California
$12.5M +$1.97M +4,140 +19%
GWM
822
Gray Wealth Management
Maine
$12.4M +$133K +279 +1%
PCM
823
Parsons Capital Management
Rhode Island
$12.4M +$8.11K +17 +0.1%
CTA
824
Chesley Taft & Associates
Illinois
$12.4M -$79.2K -166 -0.6%
RWP
825
Revolve Wealth Partners
New Jersey
$12.3M +$12.3M +25,885 New