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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 %
WCM
401
Windham Capital Management
Massachusetts
$31.8M -$4.75M -11,942 -13%
BFA
402
Bluestem Financial Advisors
Illinois
$31.8M -$1.07M -2,678 -3%
IDA
403
Intelligence Driven Advisers
California
$31.6M -$18.7K -47 -0.1%
FCBT
404
First Citizens Bank & Trust
North Carolina
$31.5M +$418K +1,050 +1%
ST
405
Smithfield Trust
Pennsylvania
$31.5M +$410K +1,030 +1%
MCWS
406
McKinley Carter Wealth Services
West Virginia
$31.5M -$3.15M -7,927 -9%
FPGK
407
Financial Partners Group (Kansas)
Kansas
$31.5M +$426K +1,072 +1%
GF
408
Gries Financial
Ohio
$31.4M +$31.4M +76,177 New
FCH
409
Freestone Capital Holdings
Washington
$31.4M +$366K +920 +1%
MIAN
410
Mariner Independent Advisor Network
Kansas
$31M -$944K -2,374 -3%
NEAM
411
New England Asset Management
Connecticut
$31M
EWM
412
Evercore Wealth Management
New York
$30.9M -$1.09M -2,749 -3%
NL
413
NWAM LLC
Washington
$30.5M +$2.54M +6,384 +9%
IWMA
414
Ironwood Wealth Management (Arizona)
Arizona
$30.3M +$662K +1,663 +2%
Sumitomo Mitsui Trust Group
415
Sumitomo Mitsui Trust Group
Japan
$30.3M -$27.1M -68,071 -47%
DCM
416
DeGreen Capital Management
Arizona
$30M -$124K -489 -0.4%
TGAM
417
TBH Global Asset Management
Tennessee
$29.9M -$460K -1,157 -2%
AWM
418
AAF Wealth Management
Massachusetts
$29.9M -$1.3M -3,267 -4%
FHC
419
Fort Henry Capital
West Virginia
$29.8M +$518K +1,303 +2%
NC
420
NinePointTwo Capital
California
$29.6M +$2.61M +6,566 +10%
SPIA
421
Strategic Point Investment Advisors
Rhode Island
$29.5M -$1.17M -2,948 -4%
SHJ
422
Sharkey, Howes & Javer
Colorado
$29.5M -$2.77M -6,975 -9%
DE
423
Day & Ennis
Georgia
$29.5M -$396K -995 -1%
HI
424
Harbour Investments
Wisconsin
$29.4M +$29.4M +73,897 New
ASN
425
Advisory Services Network
Georgia
$29.1M +$227K +570 +0.8%