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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 %
IF
501
Ironwood Financial
Arizona
$22.9M +$351K +882 +2%
OAP
502
One Advisory Partners
Kansas
$22.9M -$6.12M -15,382 -21%
CGA
503
Crescent Grove Advisors
Illinois
$22.9M +$1.02M +2,556 +5%
QCG
504
Quadrant Capital Group
Ohio
$22.9M +$2.96M +7,451 +15%
SAG
505
Spotlight Asset Group
Illinois
$22.6M -$5.3M -13,317 -19%
TCM
506
Towercrest Capital Management
Pennsylvania
$22.6M +$1.47M +3,685 +7%
RFO
507
RiverGlades Family Offices
Florida
$22.5M -$128K -321 -0.6%
HWAM
508
Hennion & Walsh Asset Management
New Jersey
$22.5M +$22.5M +56,598 New
CIA
509
Capital Investment Advisors
Georgia
$22.5M -$660K -1,658 -3%
BAAM
510
Baker Avenue Asset Management
California
$22.4M +$48.9K +123 +0.2%
BFS
511
Bard Financial Services
Connecticut
$22.4M -$7.96M -20,000 -26%
IMC Chicago
512
IMC Chicago
Illinois
$22.4M +$22.4M +56,220 New
FHC
513
First Horizon Corporation
Tennessee
$22.3M -$2.06M -5,181 -8%
KFP
514
KB Financial Partners
New Jersey
$22.3M +$22.3M +56,089 New
DCM
515
Dimension Capital Management
Florida
$22.3M +$315K +792 +1%
IFA
516
Interactive Financial Advisors
Illinois
$22.3M +$1.41M +3,543 +7%
SAF
517
Smith Anglin Financial
Texas
$22.1M -$10.6M -26,624 -32%
RWA
518
Ropes Wealth Advisors
Massachusetts
$22M +$175K +422 +0.8%
KFA
519
Kelleher Financial Advisors
New York
$21.8M +$33.8K +85 +0.2%
FFA
520
First Foundation Advisors
California
$21.8M +$829K +2,083 +4%
PFA
521
Pettinga Financial Advisors
Indiana
$21.7M -$12.3M -31,036 -36%
AB
522
Amalgamated Bank
New York
$21.7M +$424K +1,067 +2%
VIM
523
VCU Investment Management
Virginia
$21.4M -$2.26M -5,676 -10%
CWM
524
Campbell Wealth Management
Virginia
$21.3M +$415K +1,042 +2%
UFA
525
US Financial Advisors
Massachusetts
$21.3M -$5.55M -13,941 -21%