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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 %
SFG
1676
Sowa Financial Group
Rhode Island
$1.53M +$26.7K +56 +2%
SAM
1677
Summit Asset Management
Tennessee
$1.52M +$9.54K +20 +0.6%
FWI
1678
Facet Wealth Inc
Maryland
$1.52M +$978K +2,050 +179%
DLCIG
1679
D.L. Carlson Investment Group
New Hampshire
$1.52M
JCM
1680
Jacobi Capital Management
Pennsylvania
$1.51M +$763K +1,599 +102%
PGWM
1681
Pitti Group Wealth Management
New York
$1.51M +$1.51M +3,161 New
EGA
1682
E&G Advisors
Texas
$1.51M -$85.9K -180 -5%
B
1683
Bellecapital
Switzerland
$1.5M
GC
1684
Gratus Capital
Georgia
$1.49M +$35.3K +74 +2%
BMWM
1685
Brown Miller Wealth Management
Virginia
$1.48M -$36.7K -77 -2%
AAM
1686
Austin Asset Management
Texas
$1.48M +$1.48M +3,097 New
MFG
1687
MidWestOne Financial Group
Iowa
$1.47M
RFA
1688
Reilly Financial Advisors
California
$1.47M -$709K -1,485 -32%
HIM
1689
HawsGoodwin Investment Management
Tennessee
$1.47M +$1.43M +2,990 +3,181%
MCM
1690
Mengis Capital Management
Oregon
$1.47M +$251K +527 +21%
TCBWMS
1691
Texas Capital Bank Wealth Management Services
Texas
$1.46M
CFS
1692
Cannon Financial Strategists
Georgia
$1.46M -$110K -230 -7%
SWM
1693
Soundmark Wealth Management
Washington
$1.46M -$853K -1,788 -37%
AIA
1694
Angeles Investment Advisors
California
$1.45M +$289K +605 +25%
WT
1695
Washington Trust
Rhode Island
$1.45M -$617K -1,293 -30%
RC
1696
Randolph Company
Ohio
$1.44M +$82.5K +173 +6%
PL
1697
Plancorp LLC
Missouri
$1.44M +$271K +568 +23%
SAM
1698
Stone Asset Management
Texas
$1.44M +$1.44M +3,021 New
SPL
1699
Smart Portfolios LLC
Washington
$1.44M -$15.3K -32 -1%
KPCM
1700
Kings Point Capital Management
New York
$1.43M +$414K +868 +41%