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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 %
KTA
451
Keeley-Teton Advisors
Illinois
$27.4M +$256K +643 +0.9%
SC
452
Schoolcraft Capital
Colorado
$27.3M -$759K -1,909 -3%
VWA
453
Visionary Wealth Advisors
Illinois
$27.1M -$3.55M -8,927 -12%
RCM
454
Rain Capital Management
Oregon
$27.1M -$2.16M -5,437 -7%
VOYA Investment Management
455
VOYA Investment Management
Georgia
$27.1M +$1.43M +3,586 +6%
PAG
456
Pinnacle Advisory Group
Maryland
$27M +$4.48M +11,250 +20%
GPA
457
Guidance Point Advisors
Massachusetts
$26.9M +$1.55M +3,891 +6%
RDFA
458
Ritter Daniher Financial Advisory
Ohio
$26.8M +$1.51M +3,796 +6%
CFA
459
Carroll Financial Associates
North Carolina
$26.8M -$531K -1,335 -2%
RFP
460
Roth Financial Partners
Texas
$26.8M +$5.52M +13,881 +26%
EWA
461
EP Wealth Advisors
California
$26.5M +$11.6M +29,218 +78%
SA
462
Stewardship Advisors
Pennsylvania
$26.4M +$2.52M +6,336 +11%
WRF
463
Waddell & Reed Financial
Kansas
$26.4M -$1.4M -3,517 -5%
MCM
464
MV Capital Management
Maryland
$26.4M +$4.15M +10,434 +19%
BIM
465
Bridges Investment Management
Nebraska
$26.3M +$150K +378 +0.6%
MAS
466
Managed Account Services
Florida
$26.2M -$52.5K -132 -0.2%
MA
467
MCF Advisors
Kentucky
$26.2M +$1.16M +2,913 +5%
HMC
468
Harvard Management Company
Massachusetts
$26.1M +$336K +844 +1%
MSWMA
469
Market Street Wealth Management Advisors
Indiana
$26M +$2.95M +7,407 +13%
RSWM
470
Robertson Stephens Wealth Management
California
$25.9M +$179K +450 +0.7%
SWMG
471
Strategic Wealth Management Group
Maryland
$25.8M +$901K +2,266 +4%
Fidelity International
472
Fidelity International
Bermuda
$25.7M +$807K +2,029 +3%
CA
473
Centerpoint Advisors
Massachusetts
$25.6M +$1.07M +2,702 +4%
PA
474
Parallel Advisors
California
$25.4M +$994K +2,498 +4%
FWM
475
Fairhaven Wealth Management
Illinois
$25.4M +$1.45M +3,645 +6%