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iShares Core S&P 500 ETF

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
BTW
1601
Boston Trust Walden
Massachusetts
$1.13M -$9.04K -21 -0.8%
SCM
1602
Southport Capital Management
Tennessee
$1.13M -$115K -266 -9%
LRIA
1603
Leonard Rickey Investment Advisors
Washington
$1.13M +$14.7K +34 +1%
CWP
1604
CFM Wealth Partners
Texas
$1.12M -$11.2K -26 -1%
IFG
1605
Investors Financial Group
Minnesota
$1.12M +$13.8K +32 +1%
EM
1606
Excalibur Management
Massachusetts
$1.12M -$7.33K -17 -0.6%
RF
1607
RHS Financial
California
$1.12M +$338K +785 +43%
BCM
1608
BTR Capital Management
California
$1.12M
CCM
1609
Colorado Capital Management
Colorado
$1.11M -$6.03K -14 -0.5%
PP
1610
Prosperity Planning
Missouri
$1.11M -$134K -311 -11%
MCM
1611
Mengis Capital Management
Oregon
$1.1M
CTFG
1612
Capstone Triton Financial Group
Oklahoma
$1.1M +$288K +629 +35%
FA
1613
Faithward Advisors
Pennsylvania
$1.1M +$449K +1,043 +70%
AIS
1614
American Investment Services
Massachusetts
$1.09M -$74.1K -172 -6%
BFS
1615
Bradley Foster & Sargent
Connecticut
$1.09M +$8.62K +20 +0.8%
HCA
1616
Horan Capital Advisors
Ohio
$1.09M +$204K +474 +23%
ACA
1617
Aptus Capital Advisors
Alabama
$1.09M -$51.7K -120 -5%
AP
1618
Arlington Partners
Alabama
$1.08M +$543K +1,260 +101%
MWM
1619
Minot Wealth Management
Massachusetts
$1.08M +$33.6K +78 +3%
IWA
1620
Inspirion Wealth Advisors
Illinois
$1.08M +$431 +1 +0%
RP
1621
Reinhart Partners
Wisconsin
$1.08M
SVCP
1622
Silicon Valley Capital Partners
California
$1.07M -$4.31K -10 -0.4%
SWM
1623
SeaCrest Wealth Management
New York
$1.07M +$6.9K +16 +0.7%
NOI
1624
Newton One Investments
Delaware
$1.07M -$4.74K -11 -0.4%
TPCM
1625
Three Peaks Capital Management
Colorado
$1.07M