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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 %
P3I
351
Progeny 3 Inc
Washington
$38.4M -$6.98M -17,552 -15%
IWP
352
Icon Wealth Partners
Texas
$37.9M -$5.84M -14,679 -13%
AIP
353
Ameritas Investment Partners
Nebraska
$37.8M +$206K +518 +0.5%
PFG
354
PAX Financial Group
Texas
$37.8M -$7.64M -19,208 -17%
HNB
355
Huntington National Bank
Ohio
$37.7M -$34.6M
HCMT
356
Highland Capital Management (Tennessee)
Tennessee
$37.6M -$12.5M -31,417 -25%
GIM
357
Goelzer Investment Management
Indiana
$37.5M +$1.56M +3,924 +4%
BWM
358
BT Wealth Management
Georgia
$37.4M +$5.03M +12,646 +16%
CG
359
Colony Group
Massachusetts
$37.4M +$575K +1,446 +2%
JF
360
JSF Financial
California
$37.3M +$399K +1,003 +1%
Korea Investment Corp
361
Korea Investment Corp
South Korea
$37.2M +$37.2M +93,500 New
BA
362
Ballew Advisors
Mississippi
$37.2M +$17.8M +44,194 +92%
CPSAC
363
Chas P. Smith & Associates (CPS)
Florida
$37M +$295K +741 +0.8%
SYBT
364
Stock Yards Bank & Trust
Kentucky
$36.8M +$1.41M +3,539 +4%
KWMG
365
King Wealth Management Group
Florida
$36.8M +$1.34M +3,373 +4%
BSW
366
Buckingham Strategic Wealth
Missouri
$36.8M -$4.81M -12,091 -12%
IA
367
IFS Advisors
Kansas
$36.7M -$2.07M -5,204 -5%
RCA
368
Resonant Capital Advisors
Wisconsin
$36.6M +$3.06M +7,697 +9%
AFA
369
Atlanta Financial Associates
Georgia
$36.5M -$8.63K -23 -0%
FWA
370
FOCUS Wealth Advisors
Texas
$36.2M +$815K +2,028 +2%
CWG
371
Cornerstone Wealth Group
North Carolina
$35.9M +$15.1M +36,131 +73%
FHA
372
First Horizon Advisors
Tennessee
$35.8M +$5.81M +14,600 +19%
AL
373
Aspiriant LLC
California
$35.6M -$829K -2,085 -2%
MWC
374
MKD Wealth Coaches
Michigan
$35.2M +$4.16M +10,446 +13%
FIG
375
Freed Investment Group
Massachusetts
$35.1M +$1.26M +3,157 +4%