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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 %
PFG
2126
Pinnacle Financial Group
Illinois
$559K +$559K +1,171 New
CWMU
2127
Caliber Wealth Management (Utah)
Utah
$556K -$217K -466 -28%
MPIA
2128
Mountain Pacific Investment Advisers
Idaho
$556K -$9.55K -20 -2%
Wealthfront Advisers
2129
Wealthfront Advisers
California
$554K -$124K -260 -18%
MHR
2130
Matthew Hamilton Rosenberg
$553K +$15.3K +32 +3%
AHIA
2131
Andrew Hill Investment Advisors
Florida
$552K +$552K +1,158 New
KIG
2132
Kowal Investment Group
Wisconsin
$550K +$126K +264 +30%
ACM
2133
Advance Capital Management
Michigan
$549K +$549K +1,150 New
SFP
2134
Strategic Financial Planning
Texas
$548K
TCOO
2135
Trust Company of Oklahoma
Oklahoma
$547K
ST
2136
Spinnaker Trust
Maine
$547K -$10K -21 -2%
BDWM
2137
Brewin Dolphin Wealth Management
Ireland
$546K
EWA
2138
ERTS Wealth Advisors
Michigan
$545K +$5.72K +12 +1%
WFC
2139
Western Financial Corp
California
$545K +$16.7K +35 +3%
TC
2140
Tatro Capital
Kentucky
$544K
CCG
2141
Chatham Capital Group
Georgia
$544K
OHWP
2142
Oak Harbor Wealth Partners
North Carolina
$544K +$544K +1,141 New
PFG
2143
Piershale Financial Group
Illinois
$539K +$539K +1,130 New
SW
2144
SlateStone Wealth
Florida
$537K
Jane Street
2145
Jane Street
New York
$535K -$2.49M -5,220 -82%
PIFP
2146
Partners in Financial Planning
Virginia
$533K
BWM
2147
BNC Wealth Management
Oregon
$532K +$208K +437 +64%
MG
2148
MilWealth Group
Wisconsin
$531K
SC
2149
Searle & Co
Connecticut
$529K
BAM
2150
Byrne Asset Management
New Jersey
$527K +$527K +1,105 New