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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 %
SC
976
Sepio Capital
Utah
$8.4M -$119K -250 -1%
BMM
977
Buffington Mohr McNeal
Idaho
$8.39M +$912K +1,912 +12%
DT
978
Daniels + Tansey
Delaware
$8.38M +$365K +765 +5%
JSL
979
JT Stratford LLC
Georgia
$8.37M +$196K +410 +2%
IMRF
980
Illinois Municipal Retirement Fund
Illinois
$8.37M +$3.08M +6,462 +58%
VAS
981
Vestmark Advisory Solutions
Massachusetts
$8.36M +$3.82M +8,011 +84%
HG
982
Harbor Group
New Hampshire
$8.35M +$438K +919 +6%
PMFA
983
Plante Moran Financial Advisors
Michigan
$8.32M +$853K +1,788 +11%
BWP
984
Baldwin Wealth Partners
Massachusetts
$8.31M +$86.3K +181 +1%
Calamos Advisors
985
Calamos Advisors
Illinois
$8.27M -$65.3K -137 -0.8%
ICG
986
InterOcean Capital Group
Tennessee
$8.27M +$145K +304 +2%
BPC
987
Banque Pictet & Cie
Switzerland
$8.26M
SI
988
Stephens Inc
Arkansas
$8.24M -$261K -548 -3%
IA
989
IFG Advisory
Georgia
$8.23M +$557K +1,167 +7%
WCWM
990
Wooster Corthell Wealth Management
Connecticut
$8.18M -$193K -405 -2%
AFS
991
Axiom Financial Strategies
Indiana
$8.16M +$151K +316 +2%
EFS
992
Essex Financial Services
Connecticut
$8.14M -$4.77K -10 -0.1%
SAM
993
Smithbridge Asset Management
Pennsylvania
$8.12M -$81.6K -171 -1%
BIA
994
Bigelow Investment Advisors
Maine
$8.11M +$687K +1,440 +9%
MWM
995
McNaughton Wealth Management
California
$8.1M +$232K +495 +3%
T
996
TrueFG
Texas
$8.08M -$7.63K -16 -0.1%
NWA
997
New World Advisors
Massachusetts
$8.06M +$519K +1,088 +7%
TCWA
998
Ten Capital Wealth Advisors
Washington
$8.04M +$1.99M +4,174 +33%
DWM
999
Darwin Wealth Management
Florida
$8.04M +$2.62M +5,848 +48%
WA
1000
Winfield Associates
Ohio
$8.02M +$1.21M +2,528 +18%