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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 %
GAM
1001
Geier Asset Management
Maryland
$5.47M +$850K +1,978 +18%
BPC
1002
Banque Pictet & Cie
Switzerland
$5.46M -$453K -1,053 -8%
FCT
1003
Family Capital Trust
Massachusetts
$5.45M +$12K +28 +0.2%
IIC
1004
Ironwood Investment Counsel
Arizona
$5.44M +$60.2K +140 +1%
NIA
1005
Northstar Investment Advisors
Colorado
$5.39M +$5.39M +12,239 New
SWA
1006
Sax Wealth Advisors
New Jersey
$5.37M -$2.18M -5,065 -29%
BFG
1007
Barber Financial Group
Kansas
$5.35M +$14.6K +34 +0.3%
PWA
1008
Peterson Wealth Advisors
Utah
$5.32M -$73.1K -170 -1%
GEA
1009
Glen Eagle Advisors
New Jersey
$5.31M +$28.4K +66 +0.5%
MWC
1010
MBM Wealth Consultants
Missouri
$5.31M -$141K -329 -3%
PAM
1011
PVG Asset Management
Colorado
$5.29M -$155K -360 -3%
SFP
1012
Sterling Financial Planning
New Jersey
$5.28M -$160K -372 -3%
UIA
1013
UBP Investment Advisors
Switzerland
$5.27M
PCG
1014
Private Capital Group
Connecticut
$5.22M +$653K +1,519 +14%
MCA
1015
Magnolia Capital Advisors
Mississippi
$5.21M +$2.61M +6,073 +101%
FFM
1016
Fullerton Fund Management
Singapore
$5.19M -$5.53M -12,872 -52%
PAM
1017
Peak Asset Management
Colorado
$5.17M -$899K -2,091 -15%
BAS
1018
Brown Advisory Securities
Maryland
$5.14M +$12K +28 +0.2%
NEGWA
1019
New England Guild Wealth Advisors
Connecticut
$5.13M +$202K +470 +4%
DC
1020
Davenport & Co
Virginia
$5.13M -$10.3K -24 -0.2%
UTC
1021
Unified Trust Company
Kentucky
$5.1M +$254K +590 +5%
CGFA
1022
Colton Groome Financial Advisors
North Carolina
$5.08M +$1.6M +3,720 +46%
IF
1023
Intrua Financial
Texas
$5.07M +$857K +1,924 +20%
RPCA
1024
Running Point Capital Advisors
California
$5.04M -$335K -779 -6%
BI
1025
Berkeley Inc
Idaho
$5.03M +$22.8K +53 +0.5%