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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 %
PSC
1651
Prentiss Smith & Co
Vermont
$990K +$361K +839 +57%
KP
1652
Keel Point
Alabama
$986K +$36.6K +85 +4%
BWM
1653
Birchcreek Wealth Management
Ohio
$985K -$3.88K -9 -0.4%
RB
1654
Renasant Bank
Mississippi
$982K +$5.17K +12 +0.5%
GPC
1655
Garrison Point Capital
California
$976K
AP
1656
Adero Partners
California
$976K +$28K +65 +3%
HWM
1657
Hohimer Wealth Management
Washington
$973K +$33.6K +78 +4%
FNBOO
1658
First National Bank of Omaha
Nebraska
$971K +$290K +673 +43%
GD
1659
Grandfield & Dodd
New York
$970K +$56.9K +132 +6%
CAL
1660
Capital Advisors Ltd
Ohio
$969K
VST
1661
Van Strum & Towne
California
$967K
JWM
1662
JGP Wealth Management
Oregon
$965K +$165K +383 +21%
QAM
1663
QCI Asset Management
New York
$963K -$20.2K -47 -2%
TNBTD
1664
Trustmark National Bank Trust Department
Mississippi
$963K +$250K +579 +35%
RA
1665
Rodgers & Associates
Pennsylvania
$958K +$28.9K +67 +3%
PAMG
1666
Patton Albertson Miller Group
Tennessee
$956K +$6.47K +15 +0.7%
RWA
1667
Roberts Wealth Advisors
California
$955K +$955K +2,217 New
KAH
1668
Kathryn A. Hall
$954K
FWM
1669
Focused Wealth Management
New York
$952K -$19.8K -46 -2%
SMA
1670
Sage Mountain Advisors
Georgia
$943K
PWM
1671
PBMares Wealth Management
Virginia
$942K +$72.4K +168 +8%
BWAM
1672
Boyd Watterson Asset Management
Ohio
$941K
ACP
1673
Ashfield Capital Partners
California
$931K +$34.5K +80 +4%
KPCM
1674
Kings Point Capital Management
New York
$921K
CM
1675
Columbus Macro
Pennsylvania
$916K -$18.5K -43 -2%