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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 %
22CM
551
20/20 Capital Management
California
$21.5M -$71.4K -166 -0.3%
BCA
552
Biltmore Capital Advisors
New Jersey
$21.1M +$2.35M +5,467 +13%
AFG
553
Arkansas Financial Group
Arkansas
$21.1M +$151K +351 +0.7%
RHBC
554
R.H. Bluestein & Co
Michigan
$21.1M +$1.8M +4,195 +9%
PP
555
PDS Planning
Ohio
$21M +$4.19M +9,747 +25%
WA
556
Wealth Alliance
New York
$21M +$3.39M +7,884 +19%
BAAM
557
Baker Avenue Asset Management
California
$21M -$3.23M -7,523 -13%
SAM
558
Secure Asset Management
Michigan
$20.9M +$10.6M +24,546 +102%
BA
559
Ballew Advisors
Mississippi
$20.8M -$19.6M -44,865 -49%
State Street
560
State Street
Massachusetts
$20.6M -$2.4M -5,589 -10%
IDA
561
Intelligence Driven Advisers
California
$20.5M -$13.7M -31,756 -40%
KCM
562
Kanawha Capital Management
Virginia
$20.5M -$22.4K -52 -0.1%
OCM
563
One Capital Management
California
$20.5M +$13.4M +31,200 +190%
Neuberger Berman Group
564
Neuberger Berman Group
New York
$20.4M +$13.1M +30,503 +180%
LAS
565
Lloyd Advisory Services
Georgia
$20.3M -$500K -1,162 -2%
LWA
566
LWS Wealth Advisors
New Jersey
$20.3M +$1.76M +4,086 +9%
SBL
567
Sargent Bickham Lagudis
Colorado
$20.3M +$2.11M +4,906 +12%
WS
568
Wedbush Securities
California
$20.1M +$2.09M +4,859 +12%
HI
569
Human Investing
Oregon
$20.1M -$77M -179,185 -79%
CP
570
Capital Planning
Washington
$20.1M +$596K +1,387 +3%
BFA
571
Beaumont Financial Advisors
Massachusetts
$20M +$112K +261 +0.6%
RA
572
Riverstone Advisors
Texas
$20M -$187K -435 -0.9%
OBWG
573
Onyx Bridge Wealth Group
New York
$20M +$2.57M +5,924 +15%
SC
574
SouthState Corp
Florida
$20M +$459K +1,067 +2%
IC
575
IEQ Capital
California
$19.9M -$347K -807 -2%