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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 %
HWA
51
Heritage Wealth Advisors
Virginia
$623M -$200M -465,589 -24%
AHSSHC
52
Adventist Health System Sunbelt Healthcare Corp
Florida
$605M -$2.5M -5,816 -0.4%
AAS
53
Avantax Advisory Services
Texas
$593M +$101M +235,140 +21%
Franklin Resources
54
Franklin Resources
California
$592M +$11.3M +26,373 +2%
RFC
55
Regions Financial Corp
Alabama
$590M -$51M -118,711 -8%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$577M +$42.3M +98,315 +8%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$569M +$14.9M +34,753 +3%
V
58
Veritable
Delaware
$556M +$12M +27,821 +2%
Bank of Nova Scotia
59
Bank of Nova Scotia
Ontario, Canada
$549M -$64.9M -150,848 -11%
FHB
60
First Hawaiian Bank
Hawaii
$545M +$49.4M +114,803 +10%
RJA
61
Raymond James & Associates
Florida
$520M -$58.9K -137 -0%
PFO
62
Pathstone Family Office
New Jersey
$508M -$15M -34,933 -3%
JIC
63
Johnson Investment Counsel
Ohio
$485M -$6.54M -15,207 -1%
CIA
64
Choate Investment Advisors
Massachusetts
$477M -$32.5M -75,663 -6%
Bessemer Group
65
Bessemer Group
New Jersey
$470M -$76M -176,756 -14%
M&T Bank
66
M&T Bank
New York
$466M -$33.8M -78,579 -7%
WANY
67
Wealthspire Advisors (New York)
New York
$458M +$11M +25,672 +2%
Charles Schwab
68
Charles Schwab
California
$453M -$35.7M -82,936 -7%
AG
69
AIA Group
Hong Kong
$444M +$436M +1,022,653 +5,922%
PAS
70
Park Avenue Securities
New York
$443M +$23.2M +54,050 +6%
B
71
Brightworth
Georgia
$439M -$9.84M -22,895 -2%
SMFG
72
Sumitomo Mitsui Financial Group
Japan
$438M -$9.29M -21,600 -2%
FEG
73
Fund Evaluation Group
Ohio
$434M -$6.77M -15,739 -2%
CAM
74
Cresset Asset Management
Illinois
$431M +$7.01M +16,295 +2%
BAPIM
75
British Airways Pensions Investment Management
United Kingdom
$426M