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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 %
DIM
526
Delta Investment Management
California
$23.1M +$195K +453 +0.8%
CWM
527
Campbell Wealth Management
Virginia
$23M -$76.1K -177 -0.3%
ANB
528
Amarillo National Bank
Texas
$23M +$245K +569 +1%
GCA
529
Gradient Capital Advisors
California
$23M +$451K +1,050 +2%
BWM
530
BCGM Wealth Management
Indiana
$22.8M +$7.79M +17,681 +52%
RWA
531
Ropes Wealth Advisors
Massachusetts
$22.7M -$4.3K -10 -0%
VIM
532
VCU Investment Management
Virginia
$22.6M -$525K -1,222 -2%
SIA
533
Soltis Investment Advisors
Utah
$22.5M +$15K +35 +0.1%
MC
534
Middleton & Co
Massachusetts
$22.5M +$3.47M +8,071 +18%
KFA
535
Kelleher Financial Advisors
New York
$22.5M -$1.13M -2,621 -5%
RPC
536
Rossmore Private Capital
Connecticut
$22.4M +$955K +2,221 +4%
CC
537
Cadinha & Co
Hawaii
$22.4M +$204K +474 +0.9%
WP
538
WealthShield Partners
North Carolina
$22.3M +$913K +2,124 +4%
AWM
539
Avondale Wealth Management
Texas
$22.2M -$331K -769 -1%
CA
540
Clearstead Advisors
Ohio
$22.1M +$388K +902 +2%
ATC
541
Argent Trust Co
Tennessee
$22.1M -$205K -477 -0.9%
WAAG
542
Wealth Alliance Advisory Group
Kansas
$22M +$274K +637 +1%
IFA
543
Interactive Financial Advisors
Illinois
$21.9M -$2.18M -5,062 -9%
WCM
544
WealthBridge Capital Management
Ohio
$21.8M +$1.48M +3,438 +7%
LSERS
545
Louisiana State Employees Retirement System
Louisiana
$21.8M -$1.03M -2,400 -5%
UFA
546
US Financial Advisors
Massachusetts
$21.8M -$1.15M -2,674 -5%
EAM
547
Erste Asset Management
Austria
$21.8M -$258K -600 -1%
UBS AM
548
UBS AM
Illinois
$21.6M +$21.6M +50,179 New
4WM
549
4J Wealth Management
Virginia
$21.5M +$427K +993 +2%
CFGF
550
Compass Financial Group (Florida)
Florida
$21.5M +$299K +695 +1%