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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 %
PAIM
2176
Punch & Associates Investment Management
Minnesota
$108K +$108K +252 New
FEG
2177
Financial Enhancement Group
Indiana
$105K
POIA
2178
Pin Oak Investment Advisors
Texas
$105K +$105K +244 New
HCC
2179
Hirtle Callaghan & Co
Pennsylvania
$103K
BAM
2180
Bellevue Asset Management
Washington
$95K
MAM
2181
Marquette Asset Management
Minnesota
$92K -$3.42K -8 -4%
HCP
2182
Hexagon Capital Partners
Arkansas
$92K +$2.14K +5 +2%
VCM
2183
Vigilant Capital Management
Maine
$88K +$64.3K +149 +271%
LGWM
2184
Litman Gregory Wealth Management
California
$87.4K -$125K -125,274 -59%
RTC
2185
Riverview Trust Company
Washington
$84K
AA
2186
AlphaMark Advisors
Kentucky
$83K
CPWM
2187
Cypress Point Wealth Management
Texas
$83K +$83K +192 New
NL
2188
NVWM LLC
Pennsylvania
$82K -$9.87K -23 -11%
KC
2189
Knuff & Co
California
$80K
PG
2190
Proffitt & Goodson
Tennessee
$77K
MCM
2191
Manchester Capital Management
Vermont
$73K
BFG
2192
Baron Financial Group
New Jersey
$67.1K -$10.7K -25 -14%
PCTC
2193
Perkins Coie Trust Company
Washington
$64K
BCM
2194
Blume Capital Management
California
$63K +$63K +147 New
CWA
2195
Carolina Wealth Advisors
South Carolina
$61K
BBHC
2196
Brown Brothers Harriman & Co
New York
$59.7K -$2.9K -6,739 -5%
SFC
2197
SYM Financial Corp
Indiana
$53K +$53K +124 New
BBL
2198
Beck Bode LLC
Massachusetts
$51K +$51K +118 New
PSIWM
2199
Paradigm Strategies in Wealth Management
Minnesota
$50K
ATC
2200
Adirondack Trust Company
New York
$49K