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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 %
MAS
1951
Madden Advisory Services
Florida
$431K +$29.7K +69 +7%
FGAM
1952
Financial Gravity Asset Management
Texas
$430K -$4.09M -95 -90%
EB
1953
Eastern Bank
Massachusetts
$430K
CPW
1954
Catalyst Private Wealth
California
$429K -$105K -244 -20%
PCH
1955
PGIM Custom Harvest
New Jersey
$429K +$429K +997 New
WWM
1956
Wolff Wiese Magana
California
$425K +$104K +242 +32%
AIM
1957
AMI Investment Management
Indiana
$424K
CST
1958
Charles Schwab Trust
Nevada
$423K -$40.5K -94 -9%
GC
1959
Garde Capital
Washington
$421K -$860 -2 -0.2%
CPA
1960
Clear Perspective Advisors
Illinois
$417K -$2.58K -6 -0.6%
TCM
1961
Tuttle Capital Management
Connecticut
$415K -$7.93M -18,440 -95%
BRWM
1962
B. Riley Wealth Management
Tennessee
$415K
ST
1963
Sabal Trust
Florida
$408K
WA
1964
WESPAC Advisors
California
$407K +$172K +399 +73%
ONST
1965
Old North State Trust
North Carolina
$406K
WAS
1966
Wealth Advisory Solutions
Indiana
$406K +$406K +945 New
FFG
1967
Fullen Financial Group
Ohio
$404K -$62.7K -146 -13%
TPW
1968
TL Private Wealth
Texas
$398K -$15.5K -36 -4%
FANJ
1969
Financial Architects (New Jersey)
New Jersey
$396K +$6.45K +15 +2%
AWA
1970
ARS Wealth Advisors
Florida
$390K
FWM
1971
Foresight Wealth Management
Utah
$389K -$13.8K -32 -3%
TW
1972
TrinityPoint Wealth
Connecticut
$387K -$430 -1 -0.1%
LDB
1973
Lee, Danner & Bass
Tennessee
$385K -$140K -325 -27%
CFFP
1974
Center for Financial Planning
Michigan
$385K -$22.3K -52 -5%
ODIJL
1975
One Day In July LLC
Vermont
$382K -$34.5K -80 -8%