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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 %
BC
901
Bartlett & Co
Ohio
$7.21M -$86.4K -201 -1%
BCWM
902
Bartlett & Co Wealth Management
Ohio
$7.21M -$86.4K -201 -1%
AFP
903
Ausdal Financial Partners
Iowa
$7.17M +$117K +271 +2%
SI
904
Stephens Inc
Arkansas
$7.1M -$2.2M -5,114 -24%
SGI
905
Summit Global Investments
Utah
$7.05M +$7.05M +16,406 New
Jones Financial Companies
906
Jones Financial Companies
Missouri
$7.03M -$135K -313 -2%
RIM
907
Rockbridge Investment Management
New York
$7.01M +$21.1K +49 +0.3%
TCM
908
Telos Capital Management
California
$6.99M -$973K -2,263 -12%
BOTW
909
Bank of the West
California
$6.95M -$942K -2,191 -12%
ABC
910
Associated Banc-Corp
Wisconsin
$6.94M +$430K +1,001 +7%
AWA
911
Arkadios Wealth Advisors
Georgia
$6.92M +$97.2K +226 +1%
HG
912
Harbor Group
New Hampshire
$6.91M +$393K +915 +6%
T
913
TrueFG
Texas
$6.9M -$67.9K -158 -1%
CPWA
914
Cerro Pacific Wealth Advisors
California
$6.86M +$6.86M +15,952 New
SAS
915
SMI Advisory Services
Indiana
$6.86M +$326K +759 +5%
CFG
916
Cooper Financial Group
California
$6.84M +$721K +1,677 +12%
GM
917
GeoWealth Management
Illinois
$6.82M +$208K +483 +3%
KCM
918
Kennicott Capital Management
California
$6.8M -$41.7K -97 -0.6%
VWM
919
Venturi Wealth Management
Texas
$6.78M -$476K -1,108 -7%
CC
920
Chicago Capital
Illinois
$6.76M +$130K +303 +2%
HSA
921
HBK Sorce Advisory
Pennsylvania
$6.75M +$2.02M +4,701 +43%
WP
922
WMS Partners
Maryland
$6.75M +$264K +615 +4%
BMM
923
Buffington Mohr McNeal
Idaho
$6.74M +$720K +1,674 +12%
LI
924
LVZ Inc
Michigan
$6.73M +$3.62M +8,431 +117%
SB
925
Simmons Bank
Arkansas
$6.69M -$5.59K -13 -0.1%