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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 %
JWS
1801
Juncture Wealth Strategies
Arizona
$635K +$635K +1,428 New
MBTD
1802
Mechanics Bank - Trust Department
California
$633K -$10.8K -25 -2%
WIC
1803
Woodmont Investment Counsel
Tennessee
$632K +$208K +483 +49%
WLIM
1804
White Lighthouse Investment Management
Massachusetts
$630K -$17.6K -41 -3%
FNBOO
1805
First National Bank of Omaha
Nebraska
$629K
PSC
1806
Prentiss Smith & Co
Vermont
$628K
PT
1807
Plimoth Trust
Massachusetts
$627K -$4.3K -10 -0.7%
TI
1808
Trexquant Investment
Connecticut
$627K +$171K +397 +37%
RFN
1809
RDA Financial Network
Iowa
$626K -$167K -388 -21%
Kovitz Investment Group Partners
1810
Kovitz Investment Group Partners
Illinois
$626K -$87.6K -204 -12%
PS
1811
Planned Solutions
California
$626K +$626K +1,457 New
Invesco
1812
Invesco
Georgia
$623K -$204K -474 -25%
W
1813
WealthOne
New York
$623K -$71.4K -166 -10%
ISL
1814
Ingalls & Snyder LLC
New York
$623K +$11.2K +26 +2%
CHA
1815
Carmichael Hill & Associates
Maryland
$622K +$6.88K +16 +1%
NS
1816
Newman & Schimel
Illinois
$619K +$93.7K +218 +18%
CCT
1817
Capital City Trust
Florida
$617K
AAIM
1818
Asset Advisors Investment Management
Georgia
$617K
RFA
1819
Reilly Financial Advisors
California
$617K +$430 +1 +0.1%
GWM
1820
GSB Wealth Management
Connecticut
$615K -$47.7K -111 -7%
AII
1821
AGF Investments Inc
Ontario, Canada
$611K -$77.3M -179,676 -99%
MFW
1822
Mosaic Family Wealth
Missouri
$611K -$154K -358 -20%
RF
1823
Rollins Financial
Georgia
$611K
UWM
1824
USAdvisors Wealth Management
Minnesota
$610K +$610K +1,420 New
CA
1825
CGN Advisors
Kansas
$604K +$341K +793 +129%