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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 %
BL
126
Balentine LLC
Georgia
$185M +$5.17M +12,023 +3%
AA
127
Ashford Advisors
New York
$182M +$5.22M +12,145 +3%
MMI
128
Matson Money Inc
Ohio
$180M +$5.66M +13,176 +3%
Citigroup
129
Citigroup
New York
$179M -$53.1M -123,576 -23%
KA
130
Klingman & Associates
New York
$179M +$5.73M +13,332 +3%
FCB
131
First Command Bank
Texas
$177M +$92.4M +214,921 +109%
FCFS
132
First Command Financial Services
Texas
$177M +$92.4M +214,921 +109%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$177M +$111M +257,595 +168%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$174M +$4.52M +10,510 +3%
BP
135
Ballentine Partners
Massachusetts
$172M -$1.2M -2,798 -0.7%
WSTAM
136
Wilbanks Smith & Thomas Asset Management
Virginia
$172M +$2.32M +5,385 +1%
AWE
137
Avidian Wealth Enterprises
Texas
$170M +$10.7M +24,884 +7%
Stifel Financial
138
Stifel Financial
Missouri
$165M +$4.29M +9,974 +3%
EH
139
Equitable Holdings
New York
$165M -$3.41M -7,940 -2%
Lazard Asset Management
140
Lazard Asset Management
New York
$164M -$6.93M -16,118 -4%
3AM
141
3EDGE Asset Management
Florida
$161M +$5.15M +11,987 +3%
AIA
142
Ally Invest Advisors
North Carolina
$158M +$18.1M +42,081 +13%
CWM
143
Cahaba Wealth Management
Georgia
$156M -$4.56M -10,344 -3%
LW
144
Linscomb Wealth
Texas
$155M +$1.67M +3,878 +1%
FFA
145
Fragasso Financial Advisors
Pennsylvania
$155M -$4.73M -11,009 -3%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$154M +$150M +349,870 +4,392%
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
$154M +$66.7M +155,050 +76%
NAM
148
NorthCoast Asset Management
Connecticut
$154M -$4.78M -11,098 -3%
TFO
149
Tarbox Family Office
California
$153M +$1.11M +2,587 +0.7%
HTC
150
Haverford Trust Company
Pennsylvania
$148M +$1.47M +3,411 +1%