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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 %
BMC
1751
Benin Management Corp
Connecticut
$712K +$101K +235 +17%
ME
1752
McIlrath & Eck
Washington
$711K -$3.44K -8 -0.5%
SW
1753
SkyOak Wealth
Michigan
$709K
AW
1754
Avion Wealth
Texas
$707K -$110K -256 -13%
HFAS
1755
Hummer Financial Advisory Services
Illinois
$707K
PMG
1756
ProVise Management Group
Florida
$704K +$71.3K +166 +11%
PP
1757
Pacifica Partners
Canada
$702K -$425K -987 -38%
AWA
1758
AmeriServ Wealth Advisors
Pennsylvania
$700K -$38.7K -90 -5%
LWA
1759
Lenox Wealth Advisors
New York
$700K -$37.4K -87 -5%
CS
1760
Cannell & Spears
New York
$699K
HC
1761
Hamilton Capital
Ohio
$697K
HFG
1762
Heron Financial Group
New York
$697K +$21.9K +51 +3%
CMBA
1763
C.M. Bidwell & Associates
Hawaii
$696K -$2.12M -4,930 -75%
CIP
1764
Chartwell Investment Partners
Pennsylvania
$695K
NSB
1765
Norway Savings Bank
Maine
$693K
MFS
1766
Madrona Financial Services
Washington
$692K -$232K -539 -25%
IFS
1767
Ifrah Financial Services
Arkansas
$691K -$26.6K -62 -4%
SFWA
1768
Summit Financial Wealth Advisors
Louisiana
$690K -$44.3K -103 -6%
Wealthfront Advisers
1769
Wealthfront Advisers
California
$684K +$140K +327 +26%
FP
1770
Financial Perspectives
Minnesota
$683K -$260M -604,996 -100%
SHWM
1771
Smith & Howard Wealth Management
Georgia
$682K -$8.6K -20 -1%
IPW
1772
Inlet Private Wealth
Florida
$679K
MIC
1773
Means Investment Company
Maine
$675K +$1.72K +4 +0.3%
MWM
1774
Meridian Wealth Management
Kentucky
$675K +$38.2K +89 +6%
AIA
1775
Armor Investment Advisors
North Carolina
$675K +$99.3K +231 +17%