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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 %
GA
1851
GoalVest Advisory
New York
$567K +$56.4K +131 +11%
GCP
1852
GSA Capital Partners
United Kingdom
$567K +$333K +775 +142%
HIS
1853
Harvest Investment Services
Illinois
$566K -$13.7K -32 -2%
CAM
1854
Cozad Asset Management
Illinois
$566K +$115K +268 +26%
BB
1855
Bell Bank
North Dakota
$564K
TC
1856
Tenret Company
Florida
$562K +$562K +1,307 New
OWA
1857
Octavia Wealth Advisors
Ohio
$560K +$29.7K +69 +6%
AC
1858
Apella Capital
Connecticut
$560K +$111K +258 +25%
CANC
1859
Culbertson A N & Co
Virginia
$552K
WA1
1860
Wimmer Associates 1
California
$552K
CWAG
1861
Compton Wealth Advisory Group
Virginia
$546K +$1.72K +4 +0.3%
BFM
1862
Boston Financial Management
Massachusetts
$540K +$163K +379 +43%
TPA
1863
Trivium Point Advisory
Connecticut
$539K -$168K -390 -24%
MLL
1864
Moody Lynn & Lieberson
Massachusetts
$539K
CA
1865
Cambridge Advisors
Nebraska
$538K -$21.9K -51 -4%
AP
1866
Arlington Partners
Alabama
$537K -$109K -253 -17%
LWMT
1867
Legacy Wealth Management (Tennessee)
Tennessee
$534K +$85.2K +198 +19%
HFS
1868
Haverford Financial Services
Pennsylvania
$527K
MA
1869
MONECO Advisors
Connecticut
$526K -$171K -398 -25%
ST
1870
Spinnaker Trust
Maine
$524K +$177K +411 +51%
PIFP
1871
Partners in Financial Planning
Virginia
$518K +$518K +1,205 New
EWA
1872
ERTS Wealth Advisors
Michigan
$518K -$36.6K -85 -7%
MCP
1873
Mirador Capital Partners
California
$517K -$56.3K -131 -10%
HCM
1874
HMS Capital Management
Tennessee
$517K +$48.2K +112 +10%
FAM
1875
Fenimore Asset Management
New York
$516K