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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 %
SFPM
2101
Sensible Financial Planning & Management
Massachusetts
$249K +$249K +579 New
VCM
2102
Virtue Capital Management
Tennessee
$248K +$248K +577 New
ACWM
2103
Adams Chetwood Wealth Management
North Carolina
$245K
CHC
2104
City Holding Co
West Virginia
$245K +$13.3K +31 +6%
FBA
2105
Front Barnett Associates
Illinois
$242K -$64.4K -150 -21%
GF
2106
Goodman Financial
Texas
$242K -$30.1K -70 -11%
NB
2107
NBT Bank
New York
$242K
SAI
2108
Systematic Alpha Investments
New Jersey
$242K
PIM
2109
Penobscot Investment Management
Massachusetts
$240K +$240K +558 New
RCA
2110
Ranch Capital Advisors
Florida
$239K +$428 +1 +0.2%
DIA
2111
Dana Investment Advisors
Wisconsin
$239K +$858 +2 +0.4%
PA
2112
Probity Advisors
Texas
$236K +$431 +1 +0.2%
AWM
2113
Accurate Wealth Management
Florida
$234K +$234K +544 New
RM
2114
Resource Management
Louisiana
$233K -$39K -91 -14%
SFMG
2115
Sage Financial Management Group
Virginia
$232K
CIAS
2116
CFS Investment Advisory Services
New Jersey
$232K +$232K +540 New
WWA
2117
WC Walker & Associates
California
$231K
BI
2118
Ballast Inc
Kentucky
$231K +$429 +1 +0.2%
GIA
2119
Granite Investment Advisors
New Hampshire
$231K +$231K +538 New
NPA
2120
Nichols & Pratt Advisers
Massachusetts
$230K -$86K -200 -27%
OPOWM
2121
One Plus One Wealth Management
Florida
$230K -$21.5K -50 -9%
FPIS
2122
Financial Planning & Information Services
Wisconsin
$230K
BWL
2123
Bogart Wealth LLC
Virginia
$230K +$54.4K +126 +31%
AAP
2124
Arax Advisory Partners
Colorado
$228K +$228K +529 New
CG
2125
Corundum Group
Colorado
$227K