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iShares Core S&P 500 ETF

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
501
Beaumont Asset Management
Texas
$25.3M +$478K +1,112 +2%
PHAM
502
Palisades Hudson Asset Management
Florida
$25.2M -$206K -479 -0.8%
Two Sigma Advisers
503
Two Sigma Advisers
New York
$25.2M +$2.36M +5,500 +10%
SAG
504
Spotlight Asset Group
Illinois
$25.1M +$676K +1,572 +3%
HWAM
505
Hennion & Walsh Asset Management
New Jersey
$25M +$654K +1,521 +3%
OAP
506
One Advisory Partners
Kansas
$24.9M +$221K +515 +0.9%
CWS
507
Cypress Wealth Services
California
$24.9M -$17M -39,559 -41%
IPW
508
IronBridge Private Wealth
Texas
$24.5M +$24.5M +56,947 +1,423,675%
RFO
509
RiverGlades Family Offices
Florida
$24.3M -$44.3K -103 -0.2%
MWM
510
Mascoma Wealth Management
New Hampshire
$24.3M +$2.13M +4,954 +10%
BFS
511
Bard Financial Services
Connecticut
$24.3M +$34.4K +80 +0.1%
SSWM
512
Sheets Smith Wealth Management
North Carolina
$24.1M -$867K -2,017 -3%
CIA
513
Capital Investment Advisors
Georgia
$24.1M -$181K -420 -0.7%
KFP
514
KB Financial Partners
New Jersey
$24M -$79.1K -184 -0.3%
PFA
515
Pettinga Financial Advisors
Indiana
$24M +$524K +1,219 +2%
LWM
516
Liberty Wealth Management
California
$23.9M +$5.49M +12,775 +30%
FHC
517
First Horizon Corporation
Tennessee
$23.9M -$262K -610 -1%
DCM
518
Dimension Capital Management
Florida
$23.6M -$476K -1,108 -2%
IWM
519
IHT Wealth Management
Illinois
$23.5M -$11.6M -27,081 -33%
TA
520
Tectonic Advisors
Texas
$23.5M +$1.63M +3,800 +7%
JWM
521
Jackson Wealth Management
Florida
$23.5M +$15.8M +36,671 +205%
CWM
522
Curi Wealth Management
North Carolina
$23.4M +$6.12M +14,239 +35%
KWP
523
Keystone Wealth Partners
Arizona
$23.3M +$2.94M +6,827 +14%
DZ Bank
524
DZ Bank
Germany
$23.3M +$892K +2,075 +4%
CTA
525
Colonial Trust Advisors
South Carolina
$23.2M +$368K +856 +2%