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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 %
PWM
851
Perigon Wealth Management
California
$11.5M +$1.64M +3,431 +17%
PNC
852
Park National Corp
Ohio
$11.5M -$446K -936 -4%
CA
853
Cornerstone Advisors
North Carolina
$11.4M -$9.54M -20,000 -45%
VHAM
854
Van Hulzen Asset Management
California
$11.4M -$90.6K -190 -0.8%
WDG
855
Wealth Dimensions Group
Ohio
$11.4M -$38.2K -80 -0.3%
Natixis Advisors
856
Natixis Advisors
Massachusetts
$11.4M +$6.3M +13,199 +124%
HNW
857
High Note Wealth
Minnesota
$11.4M -$117K -246 -1%
FC
858
Fusion Capital
South Carolina
$11.3M +$270K +566 +2%
FMBTD
859
First Midwest Bank Trust Division
Illinois
$11.3M -$1.68M -3,514 -13%
GLA
860
Good Life Advisors
Pennsylvania
$11.2M +$1.68M +3,526 +18%
PCA
861
Providence Capital Advisors
North Carolina
$11.2M +$46.3K +97 +0.4%
CCM
862
Canal Capital Management
Virginia
$11.2M -$670K -1,405 -6%
IMC Chicago
863
IMC Chicago
Illinois
$11.1M +$11.1M +23,367 New
LA
864
LVW Advisors
New York
$11.1M -$769K -1,612 -6%
DT
865
Diversified Trust
Tennessee
$11.1M +$1.38M +2,895 +14%
MSA
866
Mason Street Advisors
Wisconsin
$11.1M +$429K +900 +4%
AWA
867
Aletheian Wealth Advisors
Washington
$11.1M +$11.1M +23,271 New
COF
868
Capital One Financial
Virginia
$11.1M -$10K -21 -0.1%
MSA
869
McAlister Sweet & Associates
Texas
$11.1M +$11.1M +23,242 New
SS
870
Sunbelt Securities
Texas
$11.1M +$716K +1,582 +7%
PIMG
871
Patriot Investment Management Group
Tennessee
$11.1M -$173K -362 -2%
TRIA
872
Trail Ridge Investment Advisors
Colorado
$11.1M +$11.1M +23,168 New
EA
873
Elm Advisors
California
$11M -$255K -534 -2%
CPA
874
Capital Performance Advisors
California
$11M +$11M +25,348 New
HAS
875
Holland Advisory Services
Florida
$10.9M +$10.9M +22,952 New