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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 %
CTB
601
Country Trust Bank
Illinois
$16.4M +$1.2M +3,018 +8%
MWM
602
Modera Wealth Management
New Jersey
$16.4M -$129K -325 -0.8%
SWMG
603
Sanchez Wealth Management Group
Florida
$16.3M -$64.4K -162 -0.4%
WA
604
Wealth Alliance
New York
$16.3M +$1.54M +3,864 +10%
DC
605
DeDora Capital
California
$16.3M +$650K +1,634 +4%
LWM
606
Liberty Wealth Management
California
$16.2M
HC
607
Hoese & Co
Minnesota
$16.2M -$1.23M -3,091 -7%
FFBTD
608
First Financial Bank - Trust Division
Ohio
$16.1M +$1.1M +2,768 +7%
VWA
609
VERITY Wealth Advisors
United States
$16.1M -$7.96K -20 -0%
OBWG
610
Onyx Bridge Wealth Group
New York
$16M +$3.82M +9,611 +31%
NB
611
Northwest Bancshares
Pennsylvania
$16M -$172K -433 -1%
CWM
612
Curi Wealth Management
North Carolina
$16M +$3.09M +7,765 +24%
SL
613
SWMG LLC
Texas
$16M +$715K +1,796 +5%
BJL
614
Brighton Jones LLC
Washington
$15.9M +$29.4K +74 +0.2%
RA
615
RFG Advisory
Alabama
$15.9M +$621K +1,560 +4%
CS
616
Credit Suisse
Switzerland
$15.8M -$30M -75,411 -65%
FG
617
Foster Group
Iowa
$15.8M +$2.61M +6,565 +20%
GG
618
GenWealth Group
New Jersey
$15.8M -$216K -543 -1%
DJYG
619
David J. Yvars Group
Florida
$15.7M -$387K -972 -2%
KFS
620
Kelly Financial Services
Massachusetts
$15.7M +$397K +998 +3%
TPCW
621
TD Private Client Wealth
New York
$15.7M +$574K +1,443 +4%
IFAM
622
Institutional & Family Asset Management
Colorado
$15.7M -$536K -1,348 -3%
PP
623
PDS Planning
Ohio
$15.6M +$3.03M +7,623 +24%
SXL
624
Summit X LLC
Missouri
$15.6M -$3.06M -7,686 -16%
DA
625
Doliver Advisors
Texas
$15.4M -$4.49M -11,281 -23%