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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 %
AIP
951
Almanack Investment Partners
Pennsylvania
$6.42M +$3.01M +6,991 +88%
4FG
952
4Thought Financial Group
New York
$6.37M -$1.77M -4,107 -22%
VWM
953
Venturi Wealth Management
Texas
$6.36M -$430K -997 -6%
JFA
954
JNBA Financial Advisors
Minnesota
$6.34M -$81.9K -190 -1%
BOTW
955
Bank of the West
California
$6.34M -$629K -1,461 -9%
CPWA
956
Cerro Pacific Wealth Advisors
California
$6.31M -$564K -1,310 -8%
NCG
957
Newport Capital Group
New Jersey
$6.29M
BTWM
958
Baker Tilly Wealth Management
Wisconsin
$6.29M +$355K +823 +6%
PO
959
Private Ocean
California
$6.28M -$317K -735 -5%
SIC
960
Shoker Investment Counsel
Ohio
$6.24M +$5.64M +13,101 +945%
1IA
961
1834 Investment Advisors
Wisconsin
$6.24M -$275K -638 -4%
GP
962
Geneva Partners
Wisconsin
$6.21M +$413K +958 +7%
NPP
963
New Potomac Partners
Maryland
$6.21M -$93.1K -216 -1%
CF
964
Centaurus Financial
California
$6.21M -$90K -209 -1%
RTL
965
Red Tortoise LLC
Georgia
$6.17M +$6.17M +17,196 New
OCM
966
Orion Capital Management
California
$6.16M +$468K +1,086 +8%
WA
967
Winfield Associates
Ohio
$6.16M +$517K +1,201 +9%
XF
968
XML Financial
Maryland
$6.15M +$208K +482 +3%
OPWM
969
Oxinas Partners Wealth Management
Indiana
$6.14M +$249K +578 +4%
STB
970
S&T Bank
Pennsylvania
$6.13M +$2.34M +5,441 +62%
SFPG
971
Stonebridge Financial Planning Group
Florida
$6.1M +$59.3K +127 +1%
WCM
972
Wealthcare Capital Management
Virginia
$6.1M -$110K -256 -2%
NG
973
NatWest Group
United Kingdom
$6.09M
ESB
974
Essex Savings Bank
Connecticut
$6.08M +$3.73M +8,211 +158%
BONH
975
Bank of New Hampshire
New Hampshire
$6.08M