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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 %
4WM
551
4J Wealth Management
Virginia
$19.5M -$869K -2,185 -4%
TI
552
tru Independence
Oregon
$19.5M +$18.9M +47,559 +3,233%
OEP
553
Ocean Endowment Partners
Illinois
$19.5M -$5.4M -20,888 -22%
WJA
554
Willis Johnson & Associates
Texas
$19.4M -$1.05M -2,633 -5%
BWCS
555
Beirne Wealth Consulting Services
Connecticut
$19.4M +$376K +944 +2%
BCM
556
BTC Capital Management
Iowa
$19.4M -$653K -1,642 -3%
AFG
557
Arkansas Financial Group
Arkansas
$19.4M +$212K +534 +1%
LAS
558
Lloyd Advisory Services
Georgia
$19.3M +$6.95M +17,453 +56%
EPM
559
Elm Partners Management
Pennsylvania
$19.1M -$4.98M -12,525 -21%
KCM
560
Kanawha Capital Management
Virginia
$19M +$118K +297 +0.6%
KWP
561
Keystone Wealth Partners
Arizona
$18.9M +$1.41M +3,554 +8%
WCM
562
WealthBridge Capital Management
Ohio
$18.9M +$551K +1,386 +3%
TW
563
Transform Wealth
Colorado
$18.8M +$1.58M +3,974 +9%
EWM
564
Evermay Wealth Management
Virginia
$18.8M -$447K -1,124 -2%
IC
565
IEQ Capital
California
$18.8M +$407K +1,022 +2%
RA
566
Riverstone Advisors
Texas
$18.7M -$25.1K -63 -0.1%
SMH
567
Sanders Morris Harris
Texas
$18.6M -$31.4K -77 -0.2%
K
568
Kemper
Illinois
$18.5M
WCM
569
Windsor Capital Management
Arizona
$18.5M -$273K -687 -1%
BFA
570
Beaumont Financial Advisors
Massachusetts
$18.4M +$989K +2,485 +6%
SC
571
SouthState Corp
Florida
$18.1M +$19.5K +49 +0.1%
CP
572
Capital Planning
Washington
$18M +$1.45M +3,640 +9%
NFG
573
Next Financial Group
Texas
$17.9M +$2.08M +5,240 +13%
RHBC
574
R.H. Bluestein & Co
Michigan
$17.8M +$1.42M +3,567 +9%
EA
575
Efficient Advisors
Ohio
$17.7M -$251K -632 -1%