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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 %
NSAM
2051
North Star Asset Management
Wisconsin
$292K
BWM
2052
BNC Wealth Management
Oregon
$292K
CCP
2053
Cardan Capital Partners
Colorado
$290K -$164K -381 -36%
ASFA
2054
All Season Financial Advisors
Colorado
$290K +$290K +675 New
MMG
2055
Monetary Management Group
Missouri
$289K
NG
2056
NWK Group
California
$288K
LIG
2057
Lokken Investment Group
Delaware
$288K
RFM
2058
Royal Fund Management
Florida
$288K +$56.3K +131 +24%
CAM
2059
Congress Asset Management
Massachusetts
$287K -$1.2M -2,792 -81%
PAM
2060
Private Asset Management
California
$287K +$861 +2 +0.3%
MIC
2061
Meridian Investment Counsel
California
$284K
CC
2062
Copperleaf Capital
North Carolina
$284K
HIM
2063
Hotaling Investment Management
Pennsylvania
$279K
CWM
2064
Cedar Wealth Management
California
$278K -$16.8K -39 -6%
TA
2065
TFG Advisers
Michigan
$277K -$6.44K -15 -2%
AHC
2066
Adell Harriman & Carpenter
Texas
$276K -$178K -415 -39%
PWM
2067
Prentice Wealth Management
New York
$276K -$3.88K -9 -1%
ZCM
2068
Ziegler Capital Management
Illinois
$275K
WOC
2069
West Oak Capital
California
$275K
BC
2070
Barnett & Company
Tennessee
$274K
FNBTCON
2071
First National Bank & Trust Co of Newtown
Pennsylvania
$273K
SCM
2072
Schnieders Capital Management
California
$273K +$273K +635 New
SFP
2073
Sandbox Financial Partners
Maryland
$273K +$273K +635 New
WW
2074
Waterfront Wealth
Kansas
$271K
LG
2075
LaFleur & Godfrey
Michigan
$271K +$271K +630 New