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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 %
TC
2076
Tenret Company
Florida
$623K
DIA
2077
Davidson Investment Advisors
Montana
$622K -$117K -246 -16%
TWM
2078
Tradition Wealth Management
Minnesota
$621K +$90.6K +190 +17%
WMS
2079
Wealth Management Solutions
Pennsylvania
$619K +$619K +1,298 New
SC
2080
Siena Capital
Ohio
$618K +$618K +1,295 New
COI
2081
Connable Office Inc
Michigan
$617K +$617K +1,293 New
SOAG
2082
Silver Oak Advisory Group
Oregon
$616K +$616K +1,292 New
BRC
2083
Bell Rock Capital
Delaware
$614K +$614K +1,280 New
CIP
2084
Chartwell Investment Partners
Pennsylvania
$613K -$157K -330 -20%
WA1
2085
Wimmer Associates 1
California
$613K
CANC
2086
Culbertson A N & Co
Virginia
$612K
HDIM
2087
Hanson & Doremus Investment Management
Vermont
$612K +$71.6K +150 +13%
CSB
2088
City State Bank
Iowa
$611K +$611K +1,281 New
CWAG
2089
Compton Wealth Advisory Group
Virginia
$605K
UWM
2090
USAdvisors Wealth Management
Minnesota
$597K -$97.4K -204 -14%
CA
2091
Cambridge Advisors
Nebraska
$597K
FF
2092
FourThought Financial
Florida
$592K +$955 +2 +0.2%
BHTS
2093
Bar Harbor Trust Services
Maine
$591K +$36.7K +77 +7%
ADIM
2094
Alpha DNA Investment Management
Maryland
$589K +$23.4K +49 +4%
RCG
2095
Regatta Capital Group
California
$589K +$589K +1,235 New
SDWIA
2096
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$586K +$46.3K +97 +9%
TAM
2097
Taurus Asset Management
New York
$584K +$45.3K +95 +8%
TFA
2098
Triad Financial Advisors
North Carolina
$584K +$584K +1,224 New
SAM
2099
Strategic Asset Management
Minnesota
$583K +$1.43K +3 +0.2%
Luther King Capital Management (LKCM)
2100
Luther King Capital Management (LKCM)
Texas
$582K -$526K