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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 %
TCMP
1626
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.06M -$5.17K -12 -0.5%
PL
1627
Plancorp LLC
Missouri
$1.06M -$18.1K -42 -2%
EFG
1628
Everhart Financial Group
Ohio
$1.05M +$1.05M +2,444 New
AIA
1629
Angeles Investment Advisors
California
$1.05M
CHP
1630
Cable Hill Partners
Oregon
$1.05M +$31K +72 +3%
WCM
1631
Weik Capital Management
Pennsylvania
$1.05M +$73.2K +170 +8%
BFC
1632
Blue Fin Capital
Rhode Island
$1.04M
AFAS
1633
Acorn Financial Advisory Services
Virginia
$1.04M -$132K -306 -11%
H
1634
HoyleCohen
California
$1.03M -$174K -403 -14%
CAN
1635
Claraphi Advisory Network
United States
$1.03M +$22K +51 +2%
WFA
1636
Wipfli Financial Advisors
Wisconsin
$1.03M -$11.6K -27 -1%
SAA
1637
Southeast Asset Advisors
Georgia
$1.03M
ECG
1638
EPIQ Capital Group
California
$1.03M
1SB
1639
1ST Source Bank
Indiana
$1.03M +$83.2K +193 +9%
BDFN
1640
Bond & Devick Financial Network
Minnesota
$1.03M -$10.8K -25 -1%
CWA
1641
Clarity Wealth Advisors
California
$1.02M +$198K +460 +24%
SFA
1642
Seneca Financial Advisors
New York
$1.02M +$11.6K +27 +1%
Simplex Trading
1643
Simplex Trading
Illinois
$1.02M -$203K -471 -17%
WLPWM
1644
Walled Lake Planning & Wealth Management
Illinois
$1.01M -$369K -857 -27%
LCC
1645
Lincoln Capital Corp
Rhode Island
$1.01M -$64.2K -149 -6%
KOMWMG
1646
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M -$1.85M -4,302 -65%
KTC
1647
Kistler-Tiffany Companies
Pennsylvania
$1M +$861 +2 +0.1%
PFBT
1648
Parkside Financial Bank & Trust
Missouri
$995K -$41.3K -96 -4%
FMI
1649
F/M Investments
District of Columbia
$995K
BF
1650
Blankinship & Foster
California
$990K -$68.5K -159 -6%