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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 %
AA
476
Ancora Advisors
Ohio
$25.3M +$578K +1,453 +2%
FBB
477
Fulton Breakefield Broenniman
Maryland
$25.2M +$8.03M +20,177 +47%
BIAS
478
Beacon Investment Advisory Services
New Jersey
$25.1M -$76.8K -193 -0.3%
PI
479
Parkside Investments
Illinois
$25M +$2.92M +7,341 +13%
SIAM
480
Sterling Investment Advisors (Missouri)
Missouri
$25M +$910K +2,288 +4%
MAFM
481
Mid Atlantic Financial Management
Pennsylvania
$24.9M -$4.78M -12,016 -16%
WTB
482
Washington Trust Bank
Washington
$24.7M -$248K -624 -1%
NPF
483
Norris Perne & French
Michigan
$24.6M -$493K -1,238 -2%
AWM
484
Avior Wealth Management
Nebraska
$24.6M +$11.7M +29,438 +91%
SG
485
StoneX Group
New York
$24.5M +$8.8M +22,111 +56%
TA
486
Tiedemann Advisors
New York
$24.4M +$1.47M +3,701 +6%
TSA
487
Tri-Star Advisors
Texas
$24.4M -$3.16M -7,538 -11%
HPC
488
Hobart Private Capital
North Carolina
$24.2M -$3.33M -8,382 -12%
HI
489
Hudock Inc
Pennsylvania
$24.2M -$1.17M -2,938 -5%
RJT
490
Raymond James Trust
Florida
$24.1M +$943K +2,370 +4%
W
491
WealthStone
Ohio
$23.9M +$500K +1,256 +2%
MWA
492
Meridian Wealth Advisors
Texas
$23.9M -$471K -1,185 -2%
SMC
493
Smith, Moore & Co
Missouri
$23.9M +$1.23M +3,103 +5%
SMG
494
Spectrum Management Group
Indiana
$23.8M -$2.85M -7,154 -11%
BRC
495
BHF RG Capital
Arizona
$23.7M -$2.28M -5,720 -9%
RA
496
Rational Advisors
New York
$23.7M +$5.54M +13,924 +31%
PHAM
497
Palisades Hudson Asset Management
Florida
$23.5M -$344K -864 -1%
SSWM
498
Sheets Smith Wealth Management
North Carolina
$23.1M +$1.03M +2,577 +5%
BAM
499
Beaumont Asset Management
Texas
$23M -$2.26M -5,690 -9%
GL
500
Graypoint LLC
New York
$22.9M +$5.22M +13,122 +29%