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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 %
FFMBT
1701
First Farmers & Merchants Bank Trust
Tennessee
$1.43M +$1.43M +3,005 New
JLBC
1702
J.L. Bainbridge & Co
Florida
$1.43M
HPCM
1703
Hunter Perkins Capital Management
Illinois
$1.43M
LPIC
1704
LeJeune Puetz Investment Counsel
Michigan
$1.42M -$23.9K -50 -2%
NEWAS
1705
N.E.W. Advisory Services
Wisconsin
$1.41M +$25.7K +54 +2%
EA
1706
Eudaimonia Advisors
Tennessee
$1.41M +$1.41M +2,952 New
TF
1707
TRH Financial
Iowa
$1.41M -$21.5K -45 -2%
CWM
1708
Cabot Wealth Management
Massachusetts
$1.4M -$114K -239 -8%
DACG
1709
Donor Advised Charitable Giving
California
$1.4M -$48.2K -101 -3%
GD
1710
Grandfield & Dodd
New York
$1.4M +$326K +682 +30%
JWM
1711
JGP Wealth Management
Oregon
$1.4M +$347K +737 +33%
MIA
1712
MMBG Investment Advisors
Florida
$1.4M +$1.4M +2,924 New
BAM
1713
Barrett Asset Management
New York
$1.39M +$126K +263 +10%
MSR
1714
Main Street Research
Connecticut
$1.39M -$796K -1,669 -36%
CB
1715
CNB Bank
Pennsylvania
$1.39M -$16.7K -35 -1%
LWANC
1716
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.39M +$50.5K +106 +4%
RG
1717
Rathbones Group
United Kingdom
$1.38M -$81.1K -170 -6%
LRIA
1718
Leonard Rickey Investment Advisors
Washington
$1.38M +$135K +284 +11%
BC
1719
Burleson & Co
California
$1.37M +$47.7K +100 +4%
ACP
1720
Arcus Capital Partners
Georgia
$1.37M -$5.25K -11 -0.4%
SFS
1721
Security Financial Services
Indiana
$1.37M +$1.37M +2,876 New
SFG
1722
SevenBridge Financial Group
Pennsylvania
$1.37M -$26.7K -56 -2%
PFM
1723
Peak Financial Management
Massachusetts
$1.37M +$477 +1 +0%
WFA
1724
WMG Financial Advisors
Tennessee
$1.36M +$1.36M +2,857 New
CDH
1725
Charles D. Hyman
$1.36M