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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 %
OGF
601
Orin Green Financial
California
$18.2M +$3.24M +7,547 +22%
MFG
602
Monumental Financial Group
Maryland
$18.1M +$17.4M +40,394 +2,285%
DC
603
DeDora Capital
California
$18.1M +$511K +1,189 +3%
RCAG
604
Rehmann Capital Advisory Group
Michigan
$18.1M -$116K -268 -0.6%
MPW
605
MA Private Wealth
California
$18.1M +$55.9K +130 +0.3%
OIA
606
OneDigital Investment Advisors
Kansas
$18.1M -$346K -805 -2%
IWMWV
607
Ironwood Wealth Management (West Virginia)
West Virginia
$18M +$52.4K +122 +0.3%
RWMH
608
Riverpoint Wealth Management Holdings
Illinois
$18M -$174K -405 -1%
BPCE
609
Bank Pictet & Cie (Europe)
Germany
$17.9M +$4.09M +9,525 +30%
FNT
610
First National Trust
Pennsylvania
$17.9M -$82.5K -192 -0.5%
MWM
611
Modera Wealth Management
New Jersey
$17.8M +$143K +333 +0.8%
WHG
612
Westwood Holdings Group
Texas
$17.8M +$3.11M +7,231 +21%
SWMG
613
Sanchez Wealth Management Group
Florida
$17.7M +$29.2K +68 +0.2%
MFT
614
Moisand Fitzgerald Tamayo
Florida
$17.6M -$280K -651 -2%
RWA
615
River Wealth Advisors
Pennsylvania
$17.6M +$929K +2,162 +6%
MYIA
616
Mount Yale Investment Advisors
Colorado
$17.6M -$221K -513 -1%
FMN
617
Financial Management Network
California
$17.5M -$180K -414 -1%
EL
618
EQ LLC
Washington
$17.5M +$2.05M +4,775 +13%
WSFS
619
Wilmington Savings Fund Society
Delaware
$17.5M -$1.02M -2,371 -6%
LNB
620
Ledyard National Bank
$17.5M -$554K -1,289 -3%
VWA
621
VERITY Wealth Advisors
United States
$17.4M -$31.4K -73 -0.2%
PPWM
622
PFG Private Wealth Management
Florida
$17.3M +$15.2M +35,275 +715%
BWCS
623
Beirne Wealth Consulting Services
Connecticut
$17.3M -$3.7M -8,603 -18%
EWA
624
Exencial Wealth Advisors
Oklahoma
$17.2M +$911K +2,119 +6%
DJYG
625
David J. Yvars Group
Florida
$17.2M +$263K +611 +2%