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iShares Core S&P 500 ETF

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
926
Cooper Financial Group
California
$6.87M +$15.9K +37 +0.2%
CCG
927
Cypress Capital Group
Florida
$6.86M +$271K +629 +4%
BWA
928
BlueSky Wealth Advisors
North Carolina
$6.86M -$312K -725 -4%
SB
929
Simmons Bank
Arkansas
$6.83M +$135K +313 +2%
KCM
930
Kennicott Capital Management
California
$6.81M
CCM
931
Covington Capital Management
California
$6.78M +$748K +1,737 +12%
HAC
932
Harbor Advisory Corp
New Hampshire
$6.77M +$116K +270 +2%
BMM
933
Buffington Mohr McNeal
Idaho
$6.75M -$1.72K -4 -0%
PMFA
934
Plante Moran Financial Advisors
Michigan
$6.74M +$679K +1,576 +11%
CC
935
Chicago Capital
Illinois
$6.74M -$39.6K -92 -0.6%
FWIA
936
Fort Washington Investment Advisors
Ohio
$6.72M +$529K +1,228 +9%
SAM
937
Silvercrest Asset Management
New York
$6.72M +$247K +574 +4%
KIA
938
KCM Investment Advisors
California
$6.72M +$81K +188 +1%
BIA
939
Bigelow Investment Advisors
Maine
$6.7M +$470K +1,091 +8%
TCM
940
Telos Capital Management
California
$6.69M -$312K -725 -4%
BAM
941
Baldrige Asset Management
Pennsylvania
$6.65M -$49.5K -115 -0.7%
FFG
942
Ford Financial Group
California
$6.57M +$54.7K +127 +0.8%
YIA
943
YHB Investment Advisors
Connecticut
$6.54M +$83.1K +193 +1%
WP
944
WMS Partners
Maryland
$6.51M -$249K -577 -4%
1WM
945
1900 Wealth Management
Texas
$6.45M +$2.19M +5,079 +51%
AAMC
946
Asset Allocation & Management Company
Illinois
$6.45M -$8.6M -19,959 -57%
FAIM
947
Financial Advocates Investment Management
Washington
$6.44M -$5.49M -12,755 -46%
IF
948
Intrua Financial
Texas
$6.43M +$1.25M +2,734 +24%
CIC
949
Cornercap Investment Counsel
Georgia
$6.43M -$78.8K -183 -1%
DC
950
Davenport & Co
Virginia
$6.42M +$1.28M +2,967 +25%