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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 %
GCP
2026
Gill Capital Partners
Colorado
$316K
WTFG
2027
Wells Trecaso Financial Group
Ohio
$316K
RCM
2028
Radnor Capital Management
Pennsylvania
$315K +$86.1K +200 +38%
JWBC
2029
J.W. Burns & Co
New York
$314K
NFSG
2030
Newbridge Financial Services Group
Florida
$312K +$160K +371 +105%
SEM
2031
Strategic Equity Management
Arizona
$311K +$311K +723 New
DBRC
2032
D.B. Root & Company
Pennsylvania
$310K -$860 -2 -0.3%
FVWA
2033
Foster Victor Wealth Advisors
South Carolina
$310K
G
2034
Gainplan
Michigan
$308K -$104K -241 -25%
TNAM
2035
Terra Nova Asset Management
New York
$307K +$1.29K +3 +0.4%
TW
2036
Towerpoint Wealth
California
$306K +$6.89K +16 +2%
DAC
2037
Dividend Assets Capital
South Carolina
$304K
CFA
2038
Capstone Financial Advisors
Illinois
$304K
RE
2039
RBC Europe
United Kingdom
$304K
Susquehanna International Group
2040
Susquehanna International Group
Pennsylvania
$301K -$3.06M -7,101 -91%
HCM
2041
Howland Capital Management
Massachusetts
$301K -$15.1K -35 -5%
STCOSD
2042
Sageworth Trust Company of South Dakota
South Dakota
$301K
SMI
2043
Shelter Mutual Insurance
Missouri
$301K +$301K +700 New
JWCA
2044
J.W. Coons Advisors
Ohio
$300K -$13.3K -31 -4%
OBWP
2045
O'Brien Wealth Partners
Massachusetts
$300K
AIC
2046
Argus Investors Counsel
New York
$299K
MA
2047
Mezzasalma Advisors
New Jersey
$299K
PRWA
2048
Platte River Wealth Advisors
Colorado
$298K
DP
2049
DDD Partners
Washington
$296K
MWM
2050
Maltin Wealth Management
New Jersey
$295K +$52K +121 +21%