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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 %
LCM
2101
LVM Capital Management
Michigan
$248K -$12.5K -29 -5%
ACWM
2102
Adams Chetwood Wealth Management
North Carolina
$246K
JSA
2103
Jacobson & Schmitt Advisors
Wisconsin
$245K -$16.8K -39 -6%
RFM
2104
Royal Fund Management
Florida
$244K -$43.8K -102 -15%
CSPAM
2105
Cary Street Partners Asset Management
Virginia
$241K -$19K -44 -7%
RCA
2106
Ranch Capital Advisors
Florida
$241K +$861 +2 +0.4%
ONST
2107
Old North State Trust
North Carolina
$239K -$168K -390 -41%
DIA
2108
Dana Investment Advisors
Wisconsin
$239K -$430 -1 -0.2%
CHAM
2109
Clear Harbor Asset Management
Connecticut
$238K +$238K +553 New
GF
2110
Goodman Financial
Texas
$237K -$5.6K -13 -2%
RM
2111
Resource Management
Louisiana
$236K +$2.15K +5 +0.9%
EA
2112
Ellsworth Advisors
Ohio
$235K +$235K +546 New
FBA
2113
Front Barnett Associates
Illinois
$234K -$9.5K -22 -4%
NPA
2114
Nichols & Pratt Advisers
Massachusetts
$233K
GIA
2115
Granite Investment Advisors
New Hampshire
$232K
BI
2116
Ballast Inc
Kentucky
$232K +$430 +1 +0.2%
OPOWM
2117
One Plus One Wealth Management
Florida
$231K
FPIS
2118
Financial Planning & Information Services
Wisconsin
$230K
Tudor Investment Corp
2119
Tudor Investment Corp
Connecticut
$230K +$230K +535 New
WWA
2120
WC Walker & Associates
California
$229K
AAP
2121
Arax Advisory Partners
Colorado
$228K
CCA
2122
Checchi Capital Advisers
California
$227K -$647K -1,500 -74%
SCM
2123
Sterneck Capital Management
Missouri
$227K -$30.5K -71 -12%
SAM
2124
SignalPoint Asset Management
Missouri
$223K
ACM
2125
Allred Capital Management
Texas
$222K