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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 %
TCOV
1301
Trust Company of Vermont
Vermont
$3.68M +$117K +246 +3%
KFS
1302
Kurt F. Somerville
$3.67M +$3.14M +6,578 +586%
CCM
1303
Condor Capital Management
New Jersey
$3.65M -$118K -248 -3%
HBWM
1304
Hollow Brook Wealth Management
New York
$3.64M
RT
1305
Rockland Trust
Massachusetts
$3.63M +$664K +1,391 +22%
TA
1306
Townsend & Associates
Colorado
$3.63M +$110K +235 +3%
Connor, Clark & Lunn Investment Management (CC&L)
1307
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.61M
ACM
1308
Advisors Capital Management
New Jersey
$3.61M +$954K +1,999 +36%
TFP
1309
Triune Financial Partners
Kansas
$3.6M +$3.6M +7,555 New
SCFS
1310
S.C. Financial Services
Arizona
$3.58M +$3.58M +7,681 New
Zurich Cantonal Bank
1311
Zurich Cantonal Bank
Switzerland
$3.58M
GFPC
1312
Global Financial Private Client
Florida
$3.58M +$624K +1,308 +21%
BWM
1313
BerganKDV Wealth Management
Minnesota
$3.56M +$10.5K +22 +0.3%
MWM
1314
Marietta Wealth Management
Georgia
$3.54M +$31K +65 +0.9%
SCA
1315
Sage Capital Advisors
South Dakota
$3.51M -$560K -1,234 -14%
M
1316
MOTCO
Texas
$3.5M +$194K +407 +6%
CWA
1317
Canvas Wealth Advisors
Kansas
$3.5M +$311K +651 +10%
AUB
1318
Atlantic Union Bankshares
Virginia
$3.49M +$21.9K +46 +0.6%
NC
1319
NovaPoint Capital
Georgia
$3.49M -$1.17M -2,456 -25%
NWM
1320
Northwest Wealth Management
Iowa
$3.49M -$98.7K -207 -3%
AI
1321
Axiom Investors
Connecticut
$3.48M -$1.38M -2,900 -28%
RW
1322
Rede Wealth
Virginia
$3.48M -$21.5K -45 -0.6%
APW
1323
Atlantic Private Wealth
North Carolina
$3.47M +$3.47M +7,281 New
TIM
1324
Total Investment Management
Arizona
$3.46M +$60.6K +127 +2%
RC
1325
RegentAtlantic Capital
New Jersey
$3.45M -$76.3K -160 -2%