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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 %
TNBTD
1876
Trustmark National Bank Trust Department
Mississippi
$994K -$71.5K -150 -7%
CFCI
1877
Comprehensive Financial Consultants Institutional
Indiana
$993K +$993K +2,260 New
ISB
1878
Iowa State Bank
Iowa
$992K
CCM
1879
Carlson Capital Management
Minnesota
$987K -$19.1K -40 -2%
EWM
1880
Executive Wealth Management
Michigan
$982K +$22.9K +48 +2%
MFM
1881
Mirsky Financial Management
New York
$981K +$32K +67 +3%
HFP
1882
Holistic Financial Partners
Indiana
$979K
ODIJL
1883
One Day In July LLC
Vermont
$978K +$241K +504 +33%
DCM
1884
Disciplina Capital Management
Tennessee
$978K -$7.16K -15 -0.7%
LC
1885
LCNB Corp
Ohio
$974K -$27.2K -57 -3%
TIA
1886
Tiemann Investment Advisors
California
$967K -$7.16K -15 -0.7%
EGWAG
1887
Elwood & Goetz Wealth Advisory Group
Georgia
$966K -$45.3K -95 -4%
BCM
1888
Beck Capital Management
Texas
$966K +$42.9K +90 +5%
CFRPA
1889
Castle Financial & Retirement Planning Associates
New Jersey
$966K +$966K +2,134 New
BFG
1890
Berger Financial Group
Minnesota
$965K +$67.2K +141 +7%
DI
1891
DFPG Investments
Utah
$964K +$53K +118 +6%
GI
1892
Gradient Investments
Minnesota
$955K -$497K -1,042 -34%
ACM
1893
Azimuth Capital Management
Michigan
$955K +$47.7K +100 +5%
PWG
1894
Private Wealth Group
Florida
$954K -$1.02M -2,133 -52%
FVCM
1895
F&V Capital Management
Florida
$949K -$19.1K -40 -2%
AT
1896
American Trust
Kentucky
$943K +$943K +1,976 New
JC
1897
Jentner Corp
Ohio
$939K
ECM
1898
Elgethun Capital Management
South Dakota
$934K +$25.3K +53 +3%
H
1899
HoyleCohen
California
$931K -$212K -444 -19%
MMPW
1900
Mitchell McLeod Pugh & Williams
Alabama
$931K -$27.2K -57 -3%