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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 %
VCM
426
Verger Capital Management
North Carolina
$29.1M +$96.3K +242 +0.3%
KCA
427
Karn Couzens & Associates
Connecticut
$29M +$862K +2,168 +3%
GLA
428
Great Lakes Advisors
Illinois
$28.9M +$1.84M +4,621 +7%
RhumbLine Advisers
429
RhumbLine Advisers
Massachusetts
$28.9M -$2.36M -5,941 -8%
BWA
430
BDO Wealth Advisors
Florida
$28.7M -$4.73M -11,896 -14%
VFP
431
Verus Financial Partners
Virginia
$28.7M -$1.17M -2,858 -4%
PWM
432
PRW Wealth Management
Massachusetts
$28.7M -$1.84M -4,620 -6%
SHIM
433
Stone House Investment Management
Pennsylvania
$28.6M
HT
434
Hefren-Tillotson
Pennsylvania
$28.6M +$4.58M +11,521 +19%
TFS
435
TrustCore Financial Services
Tennessee
$28.5M -$757K -1,902 -3%
BOS
436
Bank of Stockton
California
$28.4M +$7.5M +18,853 +36%
MSA
437
Marino Stram & Associates
Massachusetts
$28.4M +$95.1K +239 +0.3%
BA
438
Bristlecone Advisors
Washington
$28.3M -$996K -2,504 -3%
OWM
439
Orgel Wealth Management
Wisconsin
$28.3M +$4.65M +11,680 +20%
Cerity Partners
440
Cerity Partners
New York
$28.3M +$1.47M +3,696 +5%
HFA
441
High Falls Advisors
New York
$28.3M +$2.91M +7,313 +11%
IAN
442
Integrated Advisors Network
Texas
$28.1M +$3.16M +7,932 +13%
SCA
443
Snowden Capital Advisors
New York
$28.1M +$128K +322 +0.5%
IWP
444
IAG Wealth Partners
Wisconsin
$27.8M -$661K -1,661 -2%
B
445
Bailard
California
$27.7M +$274K +689 +1%
CIBC Asset Management
446
CIBC Asset Management
Ontario, Canada
$27.7M -$887K -2,229 -3%
CCT
447
Country Club Trust
Missouri
$27.7M +$991K +2,502 +4%
MM
448
Meridian Management
Arkansas
$27.6M +$189K +476 +0.7%
AAMA
449
Advanced Asset Management Advisors
Ohio
$27.5M
GSWM
450
Golden State Wealth Management
California
$27.4M -$268K -673 -1%