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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 %
HCM
2326
Howland Capital Management
Massachusetts
$321K +$6.21K +13 +2%
PAM
2327
Private Asset Management
California
$320K +$1.43K +3 +0.4%
GCP
2328
GSA Capital Partners
United Kingdom
$318K -$235K -493 -43%
KFS
2329
Kaizen Financial Strategies
California
$318K
NG
2330
NWK Group
California
$317K
Legal & General Group
2331
Legal & General Group
United Kingdom
$317K +$33.4K +70 +12%
GWSG
2332
GPS Wealth Strategies Group
Colorado
$316K -$1.82M -3,813 -85%
CCM
2333
Cribstone Capital Management
Maine
$316K -$3.34K -7 -1%
MIC
2334
Meridian Investment Counsel
California
$315K
KCM
2335
Kathmere Capital Management
Pennsylvania
$311K -$61.1K -128 -16%
HIM
2336
Hotaling Investment Management
Pennsylvania
$310K
ACA
2337
Aspire Capital Advisors
Washington
$307K +$307K +643 New
SFG
2338
Synergy Financial Group
California
$306K +$306K +641 New
SSCA
2339
South Shore Capital Advisors
Massachusetts
$306K +$306K +642 New
HTHT
2340
Hemenway Trust Hemenway Trust
New Hampshire
$305K -$227K -476 -43%
HGWM
2341
Horst & Graben Wealth Management
Oregon
$305K +$76.7K +161 +34%
PIM
2342
Penobscot Investment Management
Massachusetts
$304K
SCM
2343
Schnieders Capital Management
California
$303K
OFP
2344
OLIO Financial Planning
Virginia
$301K +$301K +632 New
BPM
2345
Bowling Portfolio Management
Ohio
$300K
WWG
2346
West Wealth Group
California
$300K +$300K +629 New
FNBSF
2347
First National Bank Sioux Falls
South Dakota
$299K
LF
2348
LifeSteps Financial
California
$299K
EAM
2349
Empirical Asset Management
Massachusetts
$299K +$299K +627 New
PIN
2350
Prudent Investors Network
California
$298K -$31.9K -67 -10%