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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 %
VBFP
2151
Valtinson Bruner Financial Planning
Minnesota
$204K +$204K +450 New
AOWM
2152
Alpha Omega Wealth Management
Virginia
$202K -$50.3K -117 -20%
VRM
2153
Vectors Research Management
New York
$202K -$11.6K -27 -5%
HC
2154
HNP Capital
New York
$202K -$11.6K -27 -5%
XS
2155
XR Securities
Illinois
$201K -$1.16M -2,690 -85%
SCA
2156
STALEY CAPITAL ADVISERS
Pennsylvania
$201K
PMG
2157
Private Management Group
California
$201K +$201K +466 New
FFIC
2158
First Fiduciary Investment Counsel
Ohio
$200K -$6.91K -16 -3%
HBT
2159
Hills Bank & Trust
Iowa
$199K -$8.62K -20 -4%
BEI
2160
Benjamin Edwards Inc
Missouri
$196K +$11.7K +27 +6%
MIM
2161
MTM Investment Management
South Carolina
$196K +$70.1K +163 +56%
CPC
2162
Consolidated Planning Corp
Georgia
$196K +$196K +454 New
BIA
2163
Bell Investment Advisors
California
$191K +$191K +444 New
GG
2164
Gleason Group
Kentucky
$185K +$860 +2 +0.5%
PWM
2165
Provident Wealth Management
Tennessee
$183K +$70.2K +163 +62%
MAWCM
2166
Mine & Arao Wealth Creation & Management
California
$177K
CFN
2167
Cordasco Financial Network
Florida
$167K +$429 +1 +0.3%
FFC
2168
First Financial Corp
Indiana
$166K
AWM
2169
Atticus Wealth Management
Florida
$166K
FWM
2170
Filbrandt Wealth Management
Wisconsin
$164K -$34.1K -79 -17%
RP
2171
Rowlandmiller & Partners
Georgia
$157K +$157K +508 New
VNA
2172
Valley National Advisers
Pennsylvania
$156K
IBOK
2173
Independence Bank of Kentucky
Kentucky
$147K
BC
2174
Barnett & Company
Tennessee
$146K -$128K -297 -47%
CH
2175
Canton Hathaway
Rhode Island
$141K