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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 %
CFA
2201
Capstone Financial Advisors
Illinois
$466K +$34.8K +73 +8%
WWM
2202
Wolff Wiese Magana
California
$465K
ACM
2203
Alpha Capital Management
Texas
$463K -$2.39K -5 -0.5%
CNC
2204
Citizens & Northern Corp
Pennsylvania
$461K -$15.7K -33 -3%
BI
2205
Ballast Inc
Kentucky
$461K +$204K +427 +79%
FPB
2206
First PREMIER Bank
South Dakota
$458K -$30.5K -64 -6%
SBWIC
2207
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K +$456K +956 New
NSAM
2208
North Star Asset Management
Wisconsin
$454K +$129K +271 +40%
AAIM
2209
Asset Advisors Investment Management
Georgia
$453K -$231K -484 -34%
FFG
2210
Fullen Financial Group
Ohio
$453K +$2.39K +5 +0.5%
Fayez Sarofim & Co
2211
Fayez Sarofim & Co
Texas
$453K +$453K +949 New
CAMV
2212
Concord Asset Management (Virginia)
Virginia
$452K +$452K +948 New
MWM
2213
Marion Wealth Management
Pennsylvania
$452K +$452K +948 New
Capital International Investors
2214
Capital International Investors
California
$450K -$272K -568 -38%
CAM
2215
Cozad Asset Management
Illinois
$449K -$179K -375 -28%
CPP
2216
Capasso Planning Partners
South Carolina
$448K +$448K +940 New
BCMO
2217
Buckingham Capital Management (Ohio)
Ohio
$446K -$54.4K -114 -11%
SEA
2218
Stegent Equity Advisors
Texas
$445K +$445K +933 New
ML
2219
Mayport LLC
Massachusetts
$443K +$443K +929 New
ZCA
2220
Zeke Capital Advisors
Pennsylvania
$441K +$441K +925 New
VPIM
2221
Vanguard Personalized Indexing Management
California
$440K
FWM
2222
Finer Wealth Management
Massachusetts
$438K +$438K +918 New
BIA
2223
Biondo Investment Advisors
Pennsylvania
$436K
OBWP
2224
O'Brien Wealth Partners
Massachusetts
$435K +$124K +275 +40%
FWSM
2225
First Wilshire Securities Management
California
$434K -$234K -490 -35%