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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 %
GWM
376
Gitterman Wealth Management
New Jersey
$34.9M +$34.9M +87,849 New
VFIC
377
Valley Forge Investment Consultants
Pennsylvania
$34.9M +$7.15M +17,982 +26%
CPO
378
Cerity Partners OCIO
New York
$34.9M -$4.9M -12,313 -12%
TC
379
Telemus Capital
Michigan
$34.7M +$26.3M +64,570 +314%
TCM
380
TD Capital Management
Tennessee
$34.7M -$359K -902 -1%
BA
381
Bellwether Advisors
Nebraska
$34.6M +$409K +1,028 +1%
PI
382
Pachira Investments
California
$34.5M -$231K -581 -0.7%
MWM
383
MBE Wealth Management
Wisconsin
$34.4M +$1.74M +4,381 +5%
CFGS
384
Concourse Financial Group Securities
Alabama
$34.2M -$6.45M -16,225 -16%
LWA
385
Lineweaver Wealth Advisors
Ohio
$33.8M +$10.8M +27,149 +47%
FWM
386
FFT Wealth Management
Pennsylvania
$33.7M -$276K -693 -0.8%
WTC
387
WhitTier Trust Company
Nevada
$33.7M -$770K -1,936 -2%
CFC
388
Coyle Financial Counsel
Illinois
$33.7M +$6.04M +15,178 +22%
CSWG
389
Cardinal Strategic Wealth Guidance
Kentucky
$33.4M +$1.26M +3,156 +4%
WWM
390
Wiser Wealth Management
Georgia
$33.1M +$1.51M +3,798 +5%
SHGA
391
Sand Hill Global Advisors
California
$33M +$5M +12,568 +18%
CWM
392
Cranbrook Wealth Management
Michigan
$33M +$1.6M +4,030 +5%
IWM
393
IHT Wealth Management
Illinois
$32.5M -$696K -1,749 -2%
JWCA
394
J.W. Cole Advisors
Florida
$32.4M +$585K +1,470 +2%
Bank of Montreal
395
Bank of Montreal
Ontario, Canada
$32.3M -$80M -195,218 -71%
CA
396
Cornerstone Advisory
Maryland
$32.3M +$3.36M +8,443 +12%
OFG
397
Oxford Financial Group
Indiana
$32.3M -$427K -1,074 -1%
BSSFA
398
Baron Silver Stevens Financial Advisors
Florida
$32.1M +$1.6M +4,017 +5%
CA
399
Crewe Advisors
Utah
$32.1M +$3.23M +8,117 +11%
TVAMP
400
Tennessee Valley Asset Management Partners
Tennessee
$32.1M -$894K -2,247 -3%