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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 %
American Century Companies
851
American Century Companies
Missouri
$8.43M +$2.58M +6,000 +44%
PWMAG
852
Pinnacle Wealth Management Advisory Group
New Jersey
$8.42M +$545K +1,267 +7%
BFS
853
Bickling Financial Services
Massachusetts
$8.41M +$766K +1,781 +10%
IIC
854
Integrated Investment Consultants
Michigan
$8.39M +$1.98M +4,614 +31%
WEPOG
855
Wealth Enhancement & Preservation of GA
Georgia
$8.38M +$181K +420 +2%
HH
856
Hilltop Holdings
Texas
$8.32M +$512K +1,190 +7%
MAM
857
Madison Asset Management
Wisconsin
$8.29M +$10.7K +25 +0.1%
LSAG
858
Lake Street Advisors Group
New Hampshire
$8.28M +$26.4K +59 +0.3%
TCA
859
Transcend Capital Advisors
New Jersey
$8.26M +$884K +2,056 +12%
COF
860
Capital One Financial
Virginia
$8.23M -$227K -527 -3%
MWP
861
Madison Wealth Partners
Wisconsin
$8.16M +$334K +777 +4%
TWM
862
Tradition Wealth Management
Minnesota
$8.13M -$457K -1,064 -5%
4FG
863
4Thought Financial Group
New York
$8.12M -$1.13M -2,634 -12%
Wolverine Trading
864
Wolverine Trading
Illinois
$8.07M +$8.07M +18,784 New
DW
865
Domani Wealth
Pennsylvania
$8.05M -$330K -767 -4%
PF
866
Phoenix Financial
Israel
$8.05M
GWM
867
Greenhouse Wealth Management
Connecticut
$8M +$33.5K +78 +0.4%
SFG
868
Sunburst Financial Group
Alabama
$8M -$423K -983 -5%
DI
869
DAGCO Inc
Ohio
$7.89M +$555K +1,291 +8%
JWA
870
JFS Wealth Advisors
Pennsylvania
$7.89M +$1.09M +2,529 +16%
IAA
871
Independent Advisor Alliance
North Carolina
$7.87M -$299K -695 -4%
AAM
872
Aureus Asset Management
Massachusetts
$7.86M +$34.8K +81 +0.4%
LPWM
873
Lake Point Wealth Management
Texas
$7.85M +$7.85M +18,258 New
WCWM
874
Wooster Corthell Wealth Management
Connecticut
$7.75M -$1.74M -4,056 -18%
TI
875
tru Independence
Oregon
$7.74M -$13.3M -31,035 -63%