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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 %
KWM
951
Kingsview Wealth Management
Oregon
$6.27M +$140K +325 +2%
FWM
952
Frontier Wealth Management
Missouri
$6.23M +$1.72M +3,993 +38%
MWM
953
McNaughton Wealth Management
California
$6.22M +$818K +1,902 +15%
BIA
954
Bigelow Investment Advisors
Maine
$6.22M
PCA
955
Pallas Capital Advisors
Massachusetts
$6.21M +$1.6M +3,640 +35%
WCM
956
Wealthcare Capital Management
Virginia
$6.2M -$436K -1,013 -7%
FWIA
957
Fort Washington Investment Advisors
Ohio
$6.18M -$193K -448 -3%
FA
958
Fermata Advisors
California
$6.14M +$2.37M +5,517 +63%
DWP
959
Destiny Wealth Partners
Florida
$6.14M +$1.22M +2,836 +25%
WMP
960
Wealth Management Partners
Arizona
$6.13M +$650K +1,511 +12%
AFS
961
Annapolis Financial Services
Maryland
$6.11M -$222K -517 -4%
BONH
962
Bank of New Hampshire
New Hampshire
$6.08M +$6.08M +14,145 New
NG
963
NatWest Group
United Kingdom
$6.07M -$5.25M -12,202 -46%
SGK
964
Steigerwald Gordon & Koch
Virginia
$6.06M +$487K +1,133 +9%
PMFA
965
Plante Moran Financial Advisors
Michigan
$6.05M -$67.9K -158 -1%
CFS
966
CRA Financial Services
New Jersey
$6.03M +$118K +274 +2%
CCM
967
Covington Capital Management
California
$6.02M +$2.21M +5,131 +58%
BFG
968
Beacon Financial Group
Texas
$5.96M -$1.25M -2,885 -17%
WIA
969
World Investment Advisors
California
$5.95M +$163K +380 +3%
XF
970
XML Financial
Maryland
$5.93M +$320K +745 +6%
BTWM
971
Baker Tilly Wealth Management
Wisconsin
$5.92M +$34.4K +80 +0.6%
HWMA
972
Heritage Wealth Management (Arizona)
Arizona
$5.92M +$2.93M +6,816 +98%
JIR
973
James Investment Research
Ohio
$5.91M -$139K -323 -2%
FWP
974
Firethorn Wealth Partners
Georgia
$5.89M -$70.9K -165 -1%
OPWM
975
Oxinas Partners Wealth Management
Indiana
$5.88M -$120K -278 -2%