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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 %
OSNBOA
2051
Old Second National Bank of Aurora
Illinois
$669K
WA
2052
Wambolt & Associates
Colorado
$668K -$41.5K -87 -6%
PFSC
2053
Peoples Financial Services Corp
Pennsylvania
$668K
VF
2054
Vista Finance
Missouri
$668K +$668K +1,401 New
SHWM
2055
Smith & Howard Wealth Management
Georgia
$667K -$42.4K -89 -6%
GA
2056
GFS Advisors
Texas
$667K
MCIA
2057
Mountain Capital Investment Advisors
Colorado
$665K -$9.35M -19,801 -93%
GC
2058
Gibson Capital
Pennsylvania
$663K
PA
2059
Prism Advisors
California
$659K
TBA
2060
Tower Bridge Advisors
Pennsylvania
$654K
TNA
2061
True North Advisors
Texas
$652K
CA
2062
Carson Advisory
Georgia
$649K +$649K +1,361 New
HFS
2063
Haverford Financial Services
Pennsylvania
$648K +$121K +254 +23%
BFA
2064
Bragg Financial Advisors
North Carolina
$643K
MAM
2065
Meeder Asset Management
Ohio
$637K +$322K +674 +102%
FFA
2066
Freedman Financial Associates
Massachusetts
$635K
STCOSD
2067
Sageworth Trust Company of South Dakota
South Dakota
$634K +$300K +630 +90%
HIS
2068
Harvest Investment Services
Illinois
$629K +$477 +1 +0.1%
VT
2069
Vise Technologies
New York
$629K +$629K +1,318 New
PIG
2070
Pantheon Investment Group
California
$627K -$23.9K -50 -4%
Kovitz Investment Group Partners
2071
Kovitz Investment Group Partners
Illinois
$627K +$31.2K +83 +5%
BB
2072
Bell Bank
North Dakota
$626K
LWA
2073
Lenox Wealth Advisors
New York
$625K -$84.9K -178 -12%
OWA
2074
Opal Wealth Advisors
New York
$625K +$625K +1,311 New
RPG
2075
Resource Planning Group
Georgia
$624K -$389K -816 -38%