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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 %
PMG
2451
Private Management Group
California
$222K
BFA
2452
Buttonwood Financial Advisors
Maryland
$221K +$221K +463 New
AP
2453
Americana Partners
Texas
$221K +$221K +464 New
NWM
2454
Northcape Wealth Management
New York
$221K +$221K +464 New
CWM
2455
Cedar Wealth Management
California
$220K -$75.7K -159 -26%
FFIC
2456
First Fiduciary Investment Counsel
Ohio
$220K -$476 -1 -0.2%
HBT
2457
Hills Bank & Trust
Iowa
$220K
MBFW
2458
Morton Brown Family Wealth
Pennsylvania
$220K +$220K +461 New
AOWM
2459
Alpha Omega Wealth Management
Virginia
$219K
AWM
2460
Aries Wealth Management
Maine
$218K +$218K +456 New
MIM
2461
Marco Investment Management
Georgia
$217K -$25.8K -54 -11%
PFA
2462
Professional Financial Advisors
Nebraska
$216K +$77.6K +163 +56%
GDP
2463
Great Diamond Partners
Maine
$216K +$216K +454 New
ACM
2464
Allred Capital Management
Texas
$215K -$31K -65 -13%
MWM
2465
Moulton Wealth Management
Washington
$215K +$215K +448 New
CCM
2466
Crossvault Capital Management
Texas
$215K +$215K +450 New
LWMG
2467
Levy Wealth Management Group
Pennsylvania
$214K +$214K +449 New
BIA
2468
Bell Investment Advisors
California
$213K +$1.43K +3 +0.7%
SFP
2469
Sandbox Financial Partners
Maryland
$213K +$213K +446 New
RWB
2470
RMR Wealth Builders
New Jersey
$213K +$213K +446 New
CISOA
2471
Capital Investment Services of America
Wisconsin
$212K +$212K +444 New
BIA
2472
Benchmark Investment Advisors
Illinois
$212K +$212K +444 New
OA
2473
Operose Advisors
Wisconsin
$211K +$211K +442 New
AA
2474
Advisory Alpha
Michigan
$211K +$211K +442 New
RPCA
2475
Running Point Capital Advisors
California
$210K -$5.37M -11,284 -96%