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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 %
NSAM
2051
North Star Asset Management
Wisconsin
$293K
BWM
2052
BNC Wealth Management
Oregon
$293K
WA
2053
WealthTrust Axiom
Pennsylvania
$292K +$292K +680 New
CCP
2054
Cardan Capital Partners
Colorado
$291K
BWL
2055
Bogart Wealth LLC
Virginia
$291K +$61.2K +142 +27%
MMG
2056
Monetary Management Group
Missouri
$290K
CCM
2057
Cribstone Capital Management
Maine
$289K -$31.1K -72 -10%
LIG
2058
Lokken Investment Group
Delaware
$289K
PAM
2059
Private Asset Management
California
$288K
KFS
2060
Kaizen Financial Strategies
California
$287K +$287K +666 New
NG
2061
NWK Group
California
$286K -$2.58K -6 -0.9%
MAM
2062
Meeder Asset Management
Ohio
$285K -$66.4K -154 -19%
HCM
2063
Howland Capital Management
Massachusetts
$284K -$17.7K -41 -6%
MIC
2064
Meridian Investment Counsel
California
$284K
HIM
2065
Hotaling Investment Management
Pennsylvania
$280K
CG
2066
Corundum Group
Colorado
$280K +$53K +123 +23%
DFA
2067
Delta Financial Advisors
Louisiana
$279K +$279K +648 New
ZCM
2068
Ziegler Capital Management
Illinois
$276K
PIM
2069
Penobscot Investment Management
Massachusetts
$275K +$34.5K +80 +14%
SCM
2070
Schnieders Capital Management
California
$274K
AHC
2071
Adell Harriman & Carpenter
Texas
$274K -$3.02K -7 -1%
RBCM
2072
Raub Brock Capital Management
California
$272K +$8.64K +20 +3%
NB
2073
NBT Bank
New York
$272K +$30.1K +70 +12%
SLWA
2074
San Luis Wealth Advisors
California
$272K +$272K +631 New
BPM
2075
Bowling Portfolio Management
Ohio
$271K