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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 %
KIG
1976
Kowal Investment Group
Wisconsin
$382K +$49.4K +115 +15%
TCM
1977
Tandem Capital Management
New Jersey
$380K
HDIM
1978
Hanson & Doremus Investment Management
Vermont
$380K
EBSAM
1979
Eubel Brady & Suttman Asset Management
Ohio
$378K -$378K -950 -50%
FSA
1980
Financial Sense Advisors
California
$377K +$134K +312 +55%
CP
1981
Covenant Partners
Tennessee
$376K
MAG
1982
MRA Advisory Group
New Jersey
$373K -$35.2K -82 -9%
CLOS
1983
Compagnie Lombard Odier SCmA
Switzerland
$373K +$373K +868 New
TP
1984
Truvvo Partners
New York
$372K -$18.1K -42 -5%
AW
1985
Alaethes Wealth
Nevada
$370K -$104K -241 -22%
UBG
1986
United Bank (Georgia)
Georgia
$368K
AWM
1987
AllSquare Wealth Management
New York
$365K +$17.2K +40 +5%
DAM
1988
Delta Asset Management
Tennessee
$363K
BIP
1989
Blueprint Investment Partners
North Carolina
$359K +$359K +836 New
IHWM
1990
Iron Horse Wealth Management
Iowa
$357K
BCP
1991
Blue Chip Partners
Michigan
$354K -$117K -273 -25%
RCS
1992
Retirement Capital Strategies
California
$354K
AIM
1993
Avity Investment Management
Connecticut
$353K
SA
1994
Silversage Advisors
California
$352K -$53.8K -125 -13%
HWA
1995
Hilltop Wealth Advisors
North Carolina
$352K
EIA
1996
Edgemoor Investment Advisors
Maryland
$350K
CCM
1997
Crossvault Capital Management
Texas
$350K
MAM
1998
Meeder Asset Management
Ohio
$350K +$108K +251 +45%
SAM
1999
Seelaus Asset Management
New Jersey
$348K
SIM
2000
Sadoff Investment Management
Wisconsin
$346K -$43K -100 -11%