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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 %
PWA
1151
Peterson Wealth Advisors
Utah
$5.45M -$123K -257 -2%
CRC
1152
Curi RMB Capital
Illinois
$5.45M -$110K -231 -2%
MCM
1153
Maryland Capital Management
Maryland
$5.45M +$639K +1,339 +13%
BAMG
1154
Brand Asset Management Group
Missouri
$5.44M +$231K +484 +4%
PAMG
1155
Patton Albertson Miller Group
Tennessee
$5.44M +$4.38M +9,189 +414%
MI
1156
Moneywise Inc
Virginia
$5.43M -$1.01M -2,123 -16%
SIC
1157
Sterling Investment Counsel
New York
$5.4M +$5.4M +11,330 New
New York State Common Retirement Fund
1158
New York State Common Retirement Fund
New York
$5.4M
BB
1159
Berkshire Bank
Massachusetts
$5.36M +$3.99M +8,355 +290%
S
1160
SignatureFD
Georgia
$5.35M +$65.3K +137 +1%
MPCG
1161
Matrix Private Capital Group
New York
$5.31M +$33.4K +70 +0.6%
SF
1162
Symphony Financial
Texas
$5.27M +$497K +1,037 +10%
HIP
1163
HUB Investment Partners
Texas
$5.26M -$144K -302 -3%
BWA
1164
Bordeaux Wealth Advisors
California
$5.21M +$3.82M +8,018 +275%
CI
1165
Cavalier Investments
Georgia
$5.2M +$1.64M +3,440 +46%
NCG
1166
Newport Capital Group
New Jersey
$5.19M -$1.77M -3,710 -25%
IP
1167
Investment Partners
Ohio
$5.19M +$10.5K +22 +0.2%
TFCP
1168
Twin Focus Capital Partners
Massachusetts
$5.18M -$36.7K -77 -0.7%
RMAM
1169
Raab & Moskowitz Asset Management
New Jersey
$5.15M +$42.9K +90 +0.8%
TPSF
1170
Texas Permanent School Fund
Texas
$5.15M -$3.24M -6,790 -39%
SHWM
1171
Silicon Hills Wealth Management
Texas
$5.13M +$130K +272 +3%
WA
1172
WBH Advisory
Maryland
$5.1M +$403K +844 +9%
WMA
1173
Wealth Management Associates
New Jersey
$5.09M -$58.7K -123 -1%
ASW
1174
Astoria Strategic Wealth
Texas
$5.08M +$5.08M +10,646 New
Retirement Systems of Alabama
1175
Retirement Systems of Alabama
Alabama
$5.07M +$669K +1,403 +15%