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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 %
LBD
1526
Landsberg Bennett & Dubbaneh
Florida
$1.31M +$107K +248 +9%
WAOTB
1527
Wealth Advisors of Tampa Bay
Florida
$1.3M -$121K -282 -9%
LPIC
1528
LeJeune Puetz Investment Counsel
Michigan
$1.3M -$17.2K -40 -1%
CFD
1529
Creative Financial Designs
Indiana
$1.3M +$80.4K +187 +7%
GI
1530
Gradient Investments
Minnesota
$1.29M -$108K -251 -8%
JLBC
1531
J.L. Bainbridge & Co
Florida
$1.29M
MCM
1532
Murphy Capital Management
New Jersey
$1.28M +$238K +555 +23%
CCM
1533
Crew Capital Management
Ohio
$1.28M -$27.1K -63 -2%
CIAS
1534
CBIZ Investment Advisory Services
Ohio
$1.28M -$9.65M
AIA
1535
Arbor Investment Advisors
North Carolina
$1.28M +$1.72K +4 +0.1%
AIM
1536
Alhambra Investment Management
Florida
$1.28M -$145K -338 -10%
GC
1537
Gratus Capital
Georgia
$1.27M +$75.2K +175 +6%
CFA
1538
CWS Financial Advisors
Michigan
$1.27M +$43K +100 +3%
REMPR
1539
Roof Eidam Maycock Peralta (REMP)
California
$1.27M +$1.27M +2,952 New
MAM
1540
MMA Asset Management
Pennsylvania
$1.27M +$66.2K +154 +6%
CB
1541
CNB Bank
Pennsylvania
$1.26M +$860 +2 +0.1%
PA
1542
Parkside Advisors
California
$1.26M
LOPW
1543
Live Oak Private Wealth
North Carolina
$1.25M +$835K +1,942 +200%
SWM
1544
Sugarloaf Wealth Management
Georgia
$1.25M -$4.46M -10,388 -78%
RC
1545
Randolph Company
Ohio
$1.25M +$79.1K +184 +7%
ACP
1546
Arcus Capital Partners
Georgia
$1.25M -$16.3K -38 -1%
SCM
1547
Southport Capital Management
Tennessee
$1.24M -$108K -252 -8%
CCM
1548
Coe Capital Management
Illinois
$1.24M -$15.9K -37 -1%
PP
1549
Prosperity Planning
Missouri
$1.24M -$69.6K -162 -5%
BHBT
1550
Burke & Herbert Bank & Trust
Virginia
$1.24M +$157K +365 +15%