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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 %
SWM
1926
Southern Wealth Management
Texas
$883K +$72.5K +152 +9%
RMCM
1927
Reynders McVeigh Capital Management
Massachusetts
$882K -$71.6K -150 -8%
CNFG
1928
Creegan & Nassoura Financial Group
New Hampshire
$882K
MP
1929
McDonald Partners
Ohio
$882K -$2M -4,192 -69%
ACM
1930
Absolute Capital Management
Pennsylvania
$882K +$882K +1,848 New
CAM
1931
Close Asset Management
United Kingdom
$881K -$10.5K -22 -1%
KOMWMG
1932
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$878K -$240K -504 -21%
TCCM
1933
Timber Creek Capital Management
Massachusetts
$878K
FBT
1934
First Bank & Trust
South Dakota
$877K
GWM
1935
Greenwich Wealth Management
Connecticut
$869K +$21.9K +46 +3%
AA
1936
Addison Advisors
Vermont
$867K -$18.1K -38 -2%
CNB
1937
Camden National Bank
Maine
$865K +$485K +1,017 +128%
AFG
1938
Allegheny Financial Group
Pennsylvania
$864K -$51.5K -108 -6%
MHIC
1939
Marble Harbor Investment Counsel
Massachusetts
$864K +$142K +297 +20%
MAA
1940
Matrix Asset Advisors
New York
$863K -$13.8K -29 -2%
HR
1941
Hayden Royal
North Carolina
$862K -$1.91K -4 -0.2%
FNB
1942
Farmers National Bank
Kentucky
$858K -$81.1K -170 -9%
GAB
1943
German American Bancorp
Indiana
$855K +$206K +432 +32%
RCG
1944
Rock Creek Group
District of Columbia
$853K
SCA
1945
Sandy Cove Advisors
Massachusetts
$852K +$852K +1,785 New
BHWM
1946
Beaird Harris Wealth Management
Texas
$851K +$851K +1,784 New
BBA
1947
Braun-Bostich & Associates
Pennsylvania
$850K -$766K -1,676 -47%
AWM
1948
Affinity Wealth Management
Delaware
$850K -$73.6K -161 -8%
AIM
1949
Axiom Investment Management
New York
$850K -$22.4K -47 -3%
WFAG
1950
Wescott Financial Advisory Group
Pennsylvania
$849K +$273K +573 +47%