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iShares Core S&P 500 ETF

2,198 hedge funds and large institutions have $186B invested in iShares Core S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 886 increasing their positions, 914 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
+34
Holders Change %
+1.57%
% of All Funds
38.7%
Holding in Top 10
709
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.85%
% of All Funds
12.48%
New
130
Increased
886
Reduced
914
Closed
72
Calls
$82.9M
Puts
$26.7M
Net Calls
+$56.3M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
226
Kayne Anderson Rudnick Investment Management
California
$66.4M +$3.74M +9,403 +6%
SIM
227
SSI Investment Management
California
$66.2M -$20M -50,202 -23%
DADC
228
D.A. Davidson & Co
Montana
$65.9M +$8.12M +20,407 +14%
BS
229
Bessemer Securities
New York
$65.6M -$66.8M -167,920 -50%
TIM
230
Tortoise Investment Management
New York
$65.3M -$2.08M -5,224 -3%
MIA
231
MainStreet Investment Advisors
Illinois
$65.1M -$23.2M -58,290 -26%
AA
232
ALPS Advisors
Colorado
$65M +$131K +330 +0.2%
AssetMark Inc
233
AssetMark Inc
California
$63.9M +$59.5M +149,597 +1,344%
DWM
234
Destination Wealth Management
California
$63.5M -$1.99M -4,999 -3%
ANTB
235
AMG National Trust Bank
Colorado
$63.4M -$3.29M -8,275 -5%
APCM
236
Alaska Permanent Capital Management
Alaska
$63.2M +$1.7M +4,268 +3%
BMCM
237
Bryn Mawr Capital Management
Pennsylvania
$62.4M -$5.56M -13,985 -8%
IWC
238
Integrated Wealth Concepts
Massachusetts
$62.2M -$24.4M -61,259 -28%
CAM
239
Chandler Asset Management
California
$61.8M -$1.7M -4,280 -3%
AI
240
Atria Investments
North Carolina
$61.8M -$15.1M -38,072 -20%
MW
241
Marcum Wealth
Ohio
$61.2M -$1.62M -4,067 -3%
SFS
242
Sowell Financial Services
Arkansas
$61.2M +$5.5M +13,069 +10%
Ensign Peak Advisors
243
Ensign Peak Advisors
Utah
$61M -$56.7M -142,431 -48%
SCA
244
St. Clair Advisors
Ohio
$61M +$3.19M +8,024 +6%
MLIC
245
Mandatum Life Insurance Company
Finland
$60M +$3.36M +8,444 +6%
LNC
246
Lincoln National Corp
Pennsylvania
$59.7M +$2.82M +7,095 +5%
RCM
247
Requisite Capital Management
Texas
$59.7M +$9.81M +24,651 +20%
MFW
248
Meristem Family Wealth
Minnesota
$59.3M +$6.24M +15,678 +12%
MHS
249
M Holdings Securities
Oregon
$59.2M +$1.1M +2,774 +2%
OPS
250
Orion Portfolio Solutions
Nebraska
$58.7M -$533K -1,340 -0.9%