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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 %
RMDI
1476
R.M. Davis Inc
Maine
$1.51M +$26.2K +61 +2%
MIM
1477
Macroview Investment Management
Maryland
$1.5M +$18.9K +44 +1%
AIC
1478
Ayalon Insurance Company
Israel
$1.48M +$725K +1,676 +96%
Fisher Asset Management
1479
Fisher Asset Management
Washington
$1.48M +$84.7K +197 +6%
ECM
1480
Evergreen Capital Management
Washington
$1.48M +$1.29K +3 +0.1%
BOPW
1481
Brandywine Oak Private Wealth
Pennsylvania
$1.48M -$272K -632 -16%
MC
1482
Moors & Cabot
Massachusetts
$1.48M +$124K +289 +9%
RCM
1483
Regency Capital Management
Hawaii
$1.47M -$802K -1,867 -35%
HC
1484
Hatton Consulting
Arizona
$1.47M -$83.8K -195 -5%
CSPIA
1485
Cary Street Partners Investment Advisory
Virginia
$1.46M -$14.6K -34 -1%
JEST
1486
JTC Employer Solutions Trustee
Jersey
$1.46M +$1.46M +3,388 New
CA
1487
Cortland Associates
Missouri
$1.45M +$245K +570 +20%
ACP
1488
Aviance Capital Partners
Florida
$1.44M -$21.5K -50 -1%
OWA
1489
One Wealth Advisors
California
$1.44M +$383K +890 +36%
CW
1490
Cabot-Wellington
Massachusetts
$1.44M
PWW
1491
Pettyjohn Wood & White
Virginia
$1.43M -$23.6K -55 -2%
SFP
1492
Shepherd Financial Partners
Massachusetts
$1.43M -$18.1K -42 -1%
CIC
1493
Cutler Investment Counsel
Oregon
$1.42M -$636K -1,480 -31%
AWM
1494
Apollon Wealth Management
South Carolina
$1.41M -$53.3K -124 -4%
TK
1495
TIAA Kaspick
Massachusetts
$1.41M +$1.41M +3,277 New
CFS
1496
Cannon Financial Strategists
Georgia
$1.4M -$60.6K -141 -4%
LA
1497
Legacy Advisors
Pennsylvania
$1.4M
BW
1498
Bison Wealth
Georgia
$1.39M -$8.6K -20 -0.6%
KCM
1499
Kornitzer Capital Management
Kansas
$1.39M +$595K +1,384 +75%
EGA
1500
E&G Advisors
Texas
$1.38M -$1.52M -3,819 Closed