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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 %
CFFP
1976
Center for Financial Planning
Michigan
$386K
KIG
1977
Kowal Investment Group
Wisconsin
$383K
TCM
1978
Tandem Capital Management
New Jersey
$380K
UBG
1979
United Bank (Georgia)
Georgia
$380K +$12.1K +28 +3%
ECA
1980
Elevated Capital Advisors
Utah
$379K +$379K +880 New
CP
1981
Covenant Partners
Tennessee
$377K
TW
1982
Towerpoint Wealth
California
$377K +$71K +165 +23%
TP
1983
Truvvo Partners
New York
$372K
AIC
1984
Archer Investment Corporation
Indiana
$371K +$371K +862 New
RFN
1985
RDA Financial Network
Iowa
$367K -$260K -603 -41%
BFS
1986
Bickling Financial Services
Massachusetts
$366K -$8.05M -18,705 -96%
WOC
1987
West Oak Capital
California
$366K +$90.9K +211 +33%
DAM
1988
Delta Asset Management
Tennessee
$364K
TI
1989
Tidal Investments
Wisconsin
$362K -$6.01M -13,950 -94%
RE
1990
RBC Europe
United Kingdom
$358K +$54.3K +126 +18%
IHWM
1991
Iron Horse Wealth Management
Iowa
$358K
SMH
1992
Sanders Morris Harris
Texas
$357K -$1.79M -4,153 -83%
RCS
1993
Retirement Capital Strategies
California
$355K
OWP
1994
Obermeyer Wealth Partners
Colorado
$355K +$355K +825 New
AIM
1995
Avity Investment Management
Connecticut
$353K
FSA
1996
Financial Sense Advisors
California
$352K -$26.3K -61 -7%
EIA
1997
Edgemoor Investment Advisors
Maryland
$351K
MAG
1998
MRA Advisory Group
New Jersey
$349K -$25K -58 -7%
AWM
1999
AllSquare Wealth Management
New York
$349K -$17.3K -40 -5%
SAM
2000
Seelaus Asset Management
New Jersey
$349K