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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 %
FNBOH
326
First National Bank of Hutchinson
Kansas
$41.7M -$33M -82,872 -44%
PSUF
327
People's United Financial
Connecticut
$41.7M -$1.66M -4,170 -4%
HWM
328
HighMark Wealth Management
Minnesota
$41.5M +$1.23M +3,088 +3%
SAS
329
Sage Advisory Services
Texas
$41.3M +$13.9M +34,985 +51%
MA
330
Mutual Advisors
Nebraska
$41M -$3.65M -9,178 -8%
SW
331
SteelPeak Wealth
California
$40.9M +$38.3M +96,332 +1,473%
CI
332
Conning Inc
Connecticut
$40.6M -$18.7M -46,897 -31%
CWA
333
Core Wealth Advisors
Florida
$40.6M +$3.01M +7,556 +8%
SAS
334
Sanford Advisory Services
Michigan
$40.3M +$33.5M +84,330 +499%
Bank Julius Baer & Co
335
Bank Julius Baer & Co
Switzerland
$40.2M -$2.83M -7,118 -7%
SAM
336
Securian Asset Management
Minnesota
$40M
PA
337
Pinnacle Associates
New York
$39.8M +$3.74M +9,403 +10%
GC
338
Guggenheim Capital
Illinois
$39.8M +$39.8M +100,002 New
CWM
339
Cornerstone Wealth Management
Missouri
$39.8M -$5.31M -13,346 -12%
WDL
340
Well Done LLC
Michigan
$39.3M +$436K +1,095 +1%
MIS
341
Morningstar Investment Services
Illinois
$39.2M -$29.7K -75 -0.1%
KPWG
342
KFA Private Wealth Group
Virginia
$39.1M +$1.43M +3,584 +4%
TWA
343
TPB Wealth Advisors
Texas
$39M -$3.12M -8,000 -7%
CWS
344
Cypress Wealth Services
California
$38.8M -$294K -739 -0.8%
BG
345
Benedetti & Gucer
Georgia
$38.7M +$38.7M +97,271 New
VCM
346
Vision Capital Management
Oregon
$38.7M +$705K +1,773 +2%
APSP
347
Asset Planning Services (Pennsylvania)
Pennsylvania
$38.7M -$3.03M -7,617 -7%
CCWA
348
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.6M +$3M +7,542 +8%
PFM
349
Parsec Financial Management
North Carolina
$38.6M +$12.1M +30,439 +46%
GW
350
GW & Wade
Massachusetts
$38.6M +$14.9M +37,383 +63%