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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 %
CPA
1076
Cardiff Park Advisors
California
$6.75M +$6.75M +14,154 New
Russell Investments Group
1077
Russell Investments Group
United Kingdom
$6.75M +$2.22M +4,656 +49%
AWMG
1078
Alliance Wealth Management Group
New Jersey
$6.74M +$171K +358 +3%
EI
1079
Ellevest Inc
New York
$6.74M +$417K +874 +7%
NG
1080
NatWest Group
United Kingdom
$6.71M -$30.1K -63 -0.4%
PG
1081
Patten Group
Tennessee
$6.65M +$2.21M +4,636 +50%
CWM
1082
C2C Wealth Management
Arizona
$6.64M +$6.64M +13,923 New
CT
1083
Clearstead Trust
Maine
$6.62M +$1.16M +2,435 +21%
AWM
1084
Abound Wealth Management
Tennessee
$6.61M +$6.61M +13,850 New
LP
1085
LGL Partners
Pennsylvania
$6.56M +$291K +610 +5%
1IA
1086
1834 Investment Advisors
Wisconsin
$6.55M -$362K -759 -5%
BFG
1087
Beacon Financial Group
Texas
$6.54M -$131K -273 -2%
WP
1088
WealthSource Partners
California
$6.46M +$777K +1,628 +14%
BOTW
1089
Bank of the West
California
$6.46M -$559K -1,172 -8%
AFS
1090
Annapolis Financial Services
Maryland
$6.45M -$189K -396 -3%
TWA
1091
TCI Wealth Advisors
Arizona
$6.44M -$95.4K -200 -1%
JA
1092
JVL Associates
Michigan
$6.43M -$60.6K -127 -0.9%
IAIM
1093
International Assets Investment Management
Florida
$6.42M +$888K +1,862 +16%
APG
1094
Abacus Planning Group
South Carolina
$6.41M -$30.1K -63 -0.5%
MWPCG
1095
Measured Wealth Private Client Group
New Hampshire
$6.4M -$68.2K -143 -1%
ESB
1096
Essex Savings Bank
Connecticut
$6.4M
CG
1097
Caprock Group
Idaho
$6.37M +$17.2K +36 +0.3%
FNBOSM
1098
First National Bank of South Miami
Florida
$6.36M +$87.3K +183 +1%
4FG
1099
4Thought Financial Group
New York
$6.34M -$710K -1,489 -10%
HCM
1100
Hengehold Capital Management
Ohio
$6.29M +$3.35M +7,022 +114%