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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 %
AWMG
1026
Alliance Wealth Management Group
New Jersey
$4.99M +$4.05M +9,414 +431%
PFWA
1027
Paces Ferry Wealth Advisors
Georgia
$4.97M -$70.5K -164 -1%
LP
1028
LGL Partners
Pennsylvania
$4.96M +$168K +390 +3%
AWS
1029
AJ Wealth Strategies
New York
$4.94M +$25.8K +60 +0.5%
KFGK
1030
Keystone Financial Group (Kentucky)
Kentucky
$4.92M -$16.8K -39 -0.3%
SAM
1031
S.A. Mason
Michigan
$4.91M +$85.1K +198 +2%
QCM
1032
Quest Capital Management
Texas
$4.89M +$577K +1,343 +13%
NAG
1033
Northstar Advisory Group
New Jersey
$4.88M -$1.01M -2,349 -17%
EVM
1034
Eaton Vance Management
Massachusetts
$4.84M +$44.3K +103 +0.9%
MPCG
1035
Matrix Private Capital Group
New York
$4.82M +$1.44M +3,347 +43%
ML
1036
McAdam LLC
Pennsylvania
$4.81M +$291K +658 +6%
CWA
1037
Centennial Wealth Advisory
Michigan
$4.81M -$32.7K -76 -0.7%
C
1038
Clearshares
New York
$4.79M +$59.8K +139 +1%
BA
1039
Bluesphere Advisors
Pennsylvania
$4.78M +$788K +1,834 +20%
WMA
1040
Wealth Management Associates
New Jersey
$4.77M -$123K -285 -3%
IAIM
1041
International Assets Investment Management
Florida
$4.76M -$4.51M -10,493 -49%
LWP
1042
Laurel Wealth Planning
Minnesota
$4.76M -$559K -1,300 -11%
CRC
1043
Curi RMB Capital
Illinois
$4.76M -$20.6K -48 -0.4%
GGS
1044
Galvin Gaustad & Stein
Arizona
$4.75M -$368K -857 -7%
RC
1045
Rinet Company
Massachusetts
$4.73M +$218K +508 +5%
MCM
1046
Maryland Capital Management
Maryland
$4.72M +$31K +72 +0.7%
TFCP
1047
Twin Focus Capital Partners
Massachusetts
$4.71M -$112K -260 -2%
BAMG
1048
Brand Asset Management Group
Missouri
$4.71M -$151K -351 -3%
SWM
1049
Sanctuary Wealth Management
Idaho
$4.7M +$4.7M +10,934 New
HIP
1050
HUB Investment Partners
Texas
$4.7M +$3.85M +8,959 +454%