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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 %
FNBOMD
2001
First National Bank of Mount Dora
Florida
$344K
NCM
2002
Neumann Capital Management
California
$344K
MRCM
2003
M&R Capital Management
New Jersey
$343K +$343K +800 New
CNB
2004
Camden National Bank
Maine
$342K +$43.4K +101 +15%
AP
2005
Atwood & Palmer
Missouri
$341K -$247K -576 -42%
ZIG
2006
Zuckerman Investment Group
Illinois
$340K
FEM
2007
Fulcrum Equity Management
Texas
$339K +$339K +789 New
KCM
2008
Kathmere Capital Management
Pennsylvania
$335K
MIP
2009
Marietta Investment Partners
Wisconsin
$335K +$335K +780 New
SKK
2010
Shepherd Kaplan Krochuk
Massachusetts
$334K
OSAM
2011
O'Shaughnessy Asset Management
Connecticut
$334K +$186K +433 +126%
WAM
2012
WealthTrust Asset Management
Florida
$330K +$330K +766 New
Canada Life
2013
Canada Life
Manitoba, Canada
$329K -$460K -1,070 -58%
HIS
2014
Horizon Investment Services
Indiana
$327K
SWM
2015
Shakespeare Wealth Management
Wisconsin
$324K
ANBT
2016
American National Bank & Trust
Texas
$321K -$1.72K -4 -0.5%
CCP
2017
Clarkston Capital Partners
Michigan
$319K -$170K -395 -35%
AHB
2018
Abner Herrman & Brock
New Jersey
$319K -$34.3K -80 -10%
DWA
2019
Dougherty Wealth Advisers
Minnesota
$319K
CCM
2020
Cribstone Capital Management
Maine
$319K
PIN
2021
Prudent Investors Network
California
$319K +$61.5K +143 +24%
BHTS
2022
Bar Harbor Trust Services
Maine
$318K -$43K -100 -12%
UFF
2023
USA Financial Formulas
Michigan
$318K -$41.7K -97 -12%
SCM
2024
Stonehearth Capital Management
Massachusetts
$317K
PD
2025
Planning Directions
Pennsylvania
$316K -$38.3K -89 -11%