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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 %
PAG
151
Private Advisor Group
New Jersey
$147M -$2.76M -6,409 -2%
CA
152
Cetera Advisors
Colorado
$147M +$5.88M +13,686 +4%
CAL
153
Capital Analysts LLC
Pennsylvania
$141M -$4.54M -10,568 -3%
KIM
154
Karpus Investment Management
New York
$140M +$45.6M +106,096 +48%
WT
155
Whittier Trust
California
$139M +$2.51M +5,842 +2%
DWA
156
Divergent Wealth Advisors
Utah
$133M -$1.2M -2,792 -0.9%
RWM
157
Ritholtz Wealth Management
New York
$130M +$5.62M +13,067 +5%
SPC
158
Sigma Planning Corp
Michigan
$127M +$3.8M +8,847 +3%
EWF
159
Epstein & White Financial
California
$126M +$4.38M +10,183 +4%
PI
160
PFS Investments
Georgia
$125M +$18.4M +42,082 +17%
BOH
161
Bank of Hawaii
Hawaii
$124M -$508K -1,181 -0.4%
PP
162
Prudential plc
United Kingdom
$124M -$18.4M -42,800 -13%
5L
163
55I LLC
Massachusetts
$123M +$16.5M +38,451 +16%
DLIC
164
Daido Life Insurance Company
Japan
$117M
EIG
165
Ellenbecker Investment Group
Wisconsin
$117M +$7.66M +17,819 +7%
NA
166
NewEdge Advisors
Louisiana
$117M +$5.9M +13,718 +5%
VC
167
Vicus Capital
Pennsylvania
$116M +$5.08M +11,815 +5%
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$115M +$4.18M +9,721 +4%
William Blair & Company
169
William Blair & Company
Illinois
$113M +$12.1M +28,196 +12%
GC
170
Gilbert & Cook
Iowa
$113M +$1.37M +3,198 +1%
TF
171
TimeScale Financial
Massachusetts
$113M +$4.3M +10,000 +4%
GFP
172
Gryphon Financial Partners
Ohio
$111M -$387K -901 -0.3%
PIMJS
173
PKO Investment Management Joint-Stock
Poland
$111M +$19.8M +46,065 +22%
CWM
174
Calamos Wealth Management
Illinois
$111M -$18.1M -42,110 -14%
RhumbLine Advisers
175
RhumbLine Advisers
Massachusetts
$110M +$79.3M +184,473 +254%