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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 %
NCM
301
Narwhal Capital Management
Georgia
$46M -$2.77M -6,960 -6%
FNBT
302
FineMark National Bank & Trust
Florida
$45.7M +$1.69M +4,243 +4%
MGIA
303
Moneta Group Investment Advisors
Missouri
$45.7M +$9.23M +23,193 +25%
APA
304
American Portfolios Advisors
New York
$45.4M +$12.4M +31,209 +38%
PIM
305
Parker Investment Management
California
$44.8M -$4.18M -10,514 -9%
A
306
AdvicePeriod
California
$44.6M -$27.8K -70 -0.1%
OC
307
Oppenheimer & Co
New York
$44.4M +$981K +2,465 +2%
BHWM
308
Bar Harbor Wealth Management
New Hampshire
$44.4M -$1.16M -2,925 -3%
HWA
309
Heritage Way Advisors
Illinois
$44.3M -$115K -290 -0.3%
SCP
310
Syntal Capital Partners
Texas
$44.2M +$44.2M +111,155 New
BOCM
311
Bontempo Ohly Capital Management
Maryland
$44M -$2.43M -6,102 -5%
HA
312
Harfst & Associates
Wyoming
$43.9M +$631K +1,586 +1%
EIA
313
Eldridge Investment Advisors
New Hampshire
$43.6M -$1.6M -4,015 -4%
WFPG
314
Waller Financial Planning Group
Ohio
$43.5M +$2.81M +7,054 +7%
BBA
315
BLB&B Advisors
Pennsylvania
$43.4M +$3.43M +8,615 +9%
EHPM
316
Emery Howard Portfolio Management
California
$43.3M -$759K -1,908 -2%
CI
317
CX Institutional
Indiana
$43.3M -$1.82M -4,566 -4%
LF
318
Lee Financial
Texas
$43.3M +$3.38M +8,504 +8%
MG
319
Mather Group
Illinois
$42.9M -$358K -901 -0.8%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$42.8M +$7.65M +19,242 +22%
WS
321
Wela Strategies
Georgia
$42.6M +$1.07M +2,693 +3%
SIM
322
Strategic Investment Management
Virginia
$42.6M +$251K +630 +0.6%
DP
323
Divergent Planning
Maryland
$42.2M +$1.16M +2,762 +3%
CS
324
Comerica Securities
Michigan
$42M -$5.05M -12,692 -11%
CT
325
Cambridge Trust
Massachusetts
$41.8M +$40.7M +102,396 +3,758%