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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 %
HR
651
Hardy Reed
Mississippi
$15.9M -$151K -351 -0.9%
ERWM
652
Elk River Wealth Management
Colorado
$15.9M +$679K +1,580 +4%
WWM
653
Windsor Wealth Management
Indiana
$15.8M -$2.41M -5,599 -13%
BWP
654
Bernardo Wealth Planning
Pennsylvania
$15.8M +$176K +409 +1%
LF
655
Lantz Financial
Illinois
$15.7M +$1.21M +2,806 +8%
SC
656
Scotia Capital
Ontario, Canada
$15.7M +$250K +582 +2%
AAS
657
Annex Advisory Services
Wisconsin
$15.6M +$2.17M +5,054 +16%
CFO
658
CVA Family Office
Colorado
$15.6M +$31.4K +73 +0.2%
MFG
659
Merit Financial Group
Georgia
$15.6M +$885K +2,058 +6%
CWC
660
Carolinas Wealth Consulting
North Carolina
$15.5M +$875K +2,035 +6%
KPWS
661
Kestra Private Wealth Services
Texas
$15.4M +$805K +1,873 +6%
CW
662
CreativeOne Wealth
Kansas
$15.4M +$7.01M +16,303 +83%
FCI
663
Financial Counselors Inc
Kansas
$15.4M +$3.61M +8,402 +31%
LA
664
Lynch & Associates
Indiana
$15.3M -$185K -430 -1%
BHIA
665
Birch Hill Investment Advisors
Massachusetts
$15.2M +$198K +460 +1%
CAWM
666
Capital Advisors Wealth Management
Washington
$15.2M +$724K +1,684 +5%
OEP
667
Ocean Endowment Partners
Illinois
$15.2M -$31.5M -50,784 -67%
EWM
668
EPG Wealth Management
Georgia
$15.2M +$188K +438 +1%
VC
669
Vestor Capital
Illinois
$15.2M -$154K -358 -1%
PBO
670
Peoples Bank (Ohio)
Ohio
$15.1M -$776K -1,804 -5%
GVAG
671
Great Valley Advisor Group
Delaware
$15.1M +$6.93M +16,551 +85%
NC
672
NinePointTwo Capital
California
$15M -$16.9M -39,391 -53%
BJL
673
Brighton Jones LLC
Washington
$15M -$2.18M -5,062 -13%
HF
674
Halpern Financial
Virginia
$15M -$92.9K -216 -0.6%
JIP
675
Jaffetilchin Investment Partners
Florida
$15M +$8.04M +20,141 +115%