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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 %
WAG
276
Winthrop Advisory Group
Massachusetts
$51.2M -$4.52M -11,356 -8%
BRWA
277
B. Riley Wealth Advisors
Florida
$51M +$24.9M +62,689 +96%
RTS
278
Round Table Services
New Jersey
$50.8M -$1.63M -4,091 -3%
STA
279
Summit Trail Advisors
New York
$50.7M +$7.56K +19 +0%
BF
280
BOK Financial
Oklahoma
$50.7M -$2.22M -5,591 -4%
HCA
281
Heck Capital Advisors
Wisconsin
$50.2M -$4.97M -12,503 -9%
NA
282
Nottingham Advisors
New York
$49.8M -$4.36M -10,961 -8%
ETS
283
ESL Trust Services
New York
$49.5M +$37.4K +94 +0.1%
CCC
284
Crescent Capital Consulting
Louisiana
$49.4M +$612K +1,538 +1%
BS
285
Banco Santander
Spain
$49.3M -$2.05M -5,151 -4%
NEPPG
286
New England Professional Planning Group
Rhode Island
$49.3M -$139K -331 -0.3%
DSA
287
Droms Strauss Advisors
Missouri
$49.3M +$462K +1,161 +0.9%
VFA
288
Voya Financial Advisors
Connecticut
$49.1M +$2.38M +6,016 +5%
SFS
289
Summit Financial Strategies
Ohio
$49M -$594K -1,494 -1%
Arrowstreet Capital
290
Arrowstreet Capital
Massachusetts
$48.9M +$5.05M +12,700 +12%
SIA
291
Sovereign Investment Advisors
Arizona
$48.1M
FA
292
Fiducient Advisors
Illinois
$47.9M +$33.6M +84,519 +236%
MCC
293
Money Concepts Capital
Florida
$47.8M +$1.9M +4,767 +4%
USAA
294
United Services Automobile Association
Texas
$47.6M -$17.1M -43,041 -26%
PP
295
Palladium Partners
Virginia
$47.6M -$111K -280 -0.2%
JWM
296
Janiczek Wealth Management
Colorado
$47.5M +$2.46M +6,173 +5%
WI
297
Wintrust Investments
Illinois
$47M +$47M +118,127 New
CB
298
Community Bank
New York
$46.1M -$4.82M -12,115 -9%
CA
299
Cambridge Associates
Massachusetts
$46M +$755K +1,898 +2%
AIIMS
300
Analyst IMS Investment Management Services
Israel
$46M +$995K +2,500 +2%