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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 %
Members Trust
1801
Members Trust
Florida
$653K -$10.9K -25 -2%
WLIM
1802
White Lighthouse Investment Management
Massachusetts
$652K +$20.7K +48 +3%
HFS
1803
Hantz Financial Services
Michigan
$651K +$651K +1,511 New
WA
1804
Wambolt & Associates
Colorado
$649K
VCM
1805
Violich Capital Management
California
$646K -$215K -500 -25%
ADBIC
1806
A.D. Beadell Investment Counsel
Wisconsin
$646K -$125K -291 -16%
SNB
1807
Security National Bank
Nebraska
$646K
WA
1808
WESPAC Advisors
California
$645K +$237K +550 +58%
NFSG
1809
Newbridge Financial Services Group
Florida
$644K +$332K +770 +106%
BFA
1810
Bragg Financial Advisors
North Carolina
$643K
LWA
1811
Lenox Wealth Advisors
New York
$641K -$60.7K -141 -9%
NSB
1812
Norway Savings Bank
Maine
$641K -$53.9K -125 -8%
SHWM
1813
Smith & Howard Wealth Management
Georgia
$641K -$42.6K -99 -6%
WA
1814
Wealthstar Advisors
Texas
$641K -$3.44K -8 -0.5%
CSIA
1815
Charles Schwab Investment Advisory
California
$641K +$862 +2 +0.1%
AWA
1816
AmeriServ Wealth Advisors
Pennsylvania
$639K -$62.5K -145 -9%
SIM
1817
Sonora Investment Management
Arizona
$636K +$66.7K +155 +12%
MBTD
1818
Mechanics Bank - Trust Department
California
$634K
WIC
1819
Woodmont Investment Counsel
Tennessee
$629K -$4.31K -10 -0.7%
UWM
1820
USAdvisors Wealth Management
Minnesota
$627K +$14.7K +34 +2%
ISL
1821
Ingalls & Snyder LLC
New York
$625K
AGA
1822
Arkos Global Advisors
Texas
$624K +$20.3K +47 +3%
FRA
1823
Front Row Advisors
California
$621K
AAIM
1824
Asset Advisors Investment Management
Georgia
$618K
CCT
1825
Capital City Trust
Florida
$618K