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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 %
MC
576
Middleton & Co
Massachusetts
$17.6M +$12.6M +31,633 +249%
ECG
577
Edge Capital Group
Georgia
$17.6M -$3.18M -7,983 -15%
SC
578
Sierra Capital
Florida
$17.5M +$17.5M +44,009 New
WAOI
579
Wealth Advisors of Iowa
Iowa
$17.5M -$8.58M -21,558 -33%
SCA
580
Stonebridge Capital Advisors
Minnesota
$17.4M +$487K +1,224 +3%
BCA
581
Biltmore Capital Advisors
New Jersey
$17.4M +$2.67M +6,713 +18%
PTC
582
Private Trust Company
Ohio
$17.3M +$637K +1,601 +4%
LWA
583
LWS Wealth Advisors
New Jersey
$17.2M +$2.73M +6,863 +19%
WSFS
584
Wilmington Savings Fund Society
Delaware
$17.1M -$804K -2,022 -4%
FMN
585
Financial Management Network
California
$17.1M +$844K +2,011 +5%
OIA
586
OneDigital Investment Advisors
Kansas
$17M +$3.93M +9,875 +30%
WWM
587
Windsor Wealth Management
Indiana
$16.9M +$1.01M +2,529 +6%
SBL
588
Sargent Bickham Lagudis
Colorado
$16.8M -$2.14M -5,383 -11%
RCAG
589
Rehmann Capital Advisory Group
Michigan
$16.8M +$683K +1,716 +4%
RWMH
590
Riverpoint Wealth Management Holdings
Illinois
$16.8M -$269K -676 -2%
NAM
591
North American Management
Massachusetts
$16.8M -$80K -201 -0.5%
LNB
592
Ledyard National Bank
$16.7M -$630K -1,584 -4%
WS
593
Wedbush Securities
California
$16.7M +$12.8M +32,221 +330%
MPW
594
MA Private Wealth
California
$16.7M +$376K +946 +2%
FNT
595
First National Trust
Pennsylvania
$16.6M +$1.01M +2,547 +6%
IWMWV
596
Ironwood Wealth Management (West Virginia)
West Virginia
$16.6M -$1.59K -4 -0%
MFT
597
Moisand Fitzgerald Tamayo
Florida
$16.6M -$278K -698 -2%
ACP
598
Aveo Capital Partners
Colorado
$16.5M +$16.2M +40,727 +5,452%
GCA
599
Greenwood Capital Associates
South Carolina
$16.5M +$1.36M +3,426 +9%
MYIA
600
Mount Yale Investment Advisors
Colorado
$16.4M -$1.59M -3,995 -9%