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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 %
RWA
626
River Wealth Advisors
Pennsylvania
$15.4M +$2.15M +5,403 +16%
MWP
627
Moller Wealth Partners
$15.4M +$804K +2,021 +6%
MMA
628
Miracle Mile Advisors
California
$15.4M -$199K -499 -1%
UWPG
629
Ullmann Wealth Partners Group
Florida
$15.3M +$796 +2 +0%
CA
630
Calton & Associates
Florida
$15.3M +$262K +659 +2%
EWA
631
Exencial Wealth Advisors
Oklahoma
$15.1M +$533K +1,341 +4%
JFG
632
JMG Financial Group
Illinois
$15M -$414K -1,041 -3%
SBSB
633
Sullivan, Bruyette, Speros & Blaney
Virginia
$14.9M -$138K -346 -0.9%
SS
634
Simplicity Solutions
Minnesota
$14.9M -$143M -360,163 -91%
HR
635
Hardy Reed
Mississippi
$14.8M -$194K -488 -1%
SC
636
Savant Capital
Illinois
$14.8M -$359K -902 -2%
BHB
637
Bank Hapoalim BM
Israel
$14.7M +$14.7M +37,000 New
PBO
638
Peoples Bank (Ohio)
Ohio
$14.7M -$432K -1,086 -3%
AGA
639
Accuvest Global Advisors
Utah
$14.5M +$1.07M +2,681 +8%
BWP
640
Bernardo Wealth Planning
Pennsylvania
$14.4M -$507K -1,274 -3%
CFO
641
CVA Family Office
Colorado
$14.4M +$1.44M +3,608 +11%
LA
642
Lynch & Associates
Indiana
$14.4M -$1.02M -2,565 -7%
EL
643
EQ LLC
Washington
$14.3M +$3.54M +8,892 +33%
SC
644
Scotia Capital
Ontario, Canada
$14.3M +$1.79M +4,499 +14%
FTUS
645
Flow Traders U.S.
New York
$14.3M +$14.3M +35,932 New
VC
646
Vestor Capital
Illinois
$14.2M +$549K +1,379 +4%
SSW
647
Smith Shellnut Wilson
Mississippi
$14.1M +$159K +399 +1%
BWM
648
BCGM Wealth Management
Indiana
$14.1M -$345K -833 -2%
HB
649
Homrich & Berg
Georgia
$14.1M +$823K +2,069 +6%
ERWM
650
Elk River Wealth Management
Colorado
$14M +$1.14M +2,876 +9%