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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 %
PIA
2026
Pinion Investment Advisors
Kansas
$707K +$707K +1,483 New
SIMG
2027
Sonora Investment Management Group
Arizona
$706K +$706K +1,479 New
SEM
2028
Strategic Equity Management
Arizona
$701K +$95.4K +200 +16%
SAMC
2029
Spectrum Asset Management (California)
California
$699K +$14.8K +31 +2%
WIC
2030
Woodmont Investment Counsel
Tennessee
$697K
SC
2031
Shearwater Capital
Colorado
$696K +$696K +1,459 New
MBTD
2032
Mechanics Bank - Trust Department
California
$695K -$7.16K -15 -1%
PS
2033
Planned Solutions
California
$693K +$693K +1,452 New
CWMGP
2034
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$688K +$688K +1,443 New
NSB
2035
Norway Savings Bank
Maine
$687K -$21.9K -46 -3%
FRA
2036
Front Row Advisors
California
$687K
AWA
2037
AmeriServ Wealth Advisors
Pennsylvania
$686K -$21.5K -45 -3%
CCT
2038
Capital City Trust
Florida
$684K
CHA
2039
Carmichael Hill & Associates
Maryland
$683K +$4.29K +9 +0.6%
ISL
2040
Ingalls & Snyder LLC
New York
$680K -$11.4K -24 -2%
MCP
2041
Mirador Capital Partners
California
$677K +$96.8K +203 +17%
CWM
2042
Chemistry Wealth Management
New York
$677K +$677K +1,420 New
NLP
2043
Next Level Private
New York
$677K +$677K +1,420 New
CF
2044
Convergence Financial
Missouri
$676K +$676K +1,418 New
CWM
2045
CCG Wealth Management
California
$676K +$1.43K +3 +0.2%
HCM
2046
HM Capital Management
Missouri
$676K +$32K +67 +5%
DCM
2047
Donaldson Capital Management
Indiana
$674K +$78.3K +164 +13%
FM
2048
Foster & Motley
Ohio
$673K +$32.9K +69 +5%
AGA
2049
Arkos Global Advisors
Texas
$671K -$19.6K -41 -3%
WIM
2050
Warwick Investment Management
Texas
$671K +$671K +1,406 New