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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 %
CAG
676
Crestwood Advisors Group
Massachusetts
$13M +$463K +1,164 +4%
CL
677
Choreo LLC
Illinois
$12.9M +$1.64M +4,134 +15%
RWG
678
Regal Wealth Group
California
$12.8M -$218K -548 -2%
I
679
INVST
Indiana
$12.8M -$11.2M -26,629 -47%
BPCE
680
Bank Pictet & Cie (Europe)
Germany
$12.8M -$8.16M -20,510 -39%
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$12.8M +$357K +897 +3%
VVP
682
Venture Visionary Partners
Ohio
$12.7M +$3.94M +9,905 +45%
FFS
683
Founders Financial Securities
Maryland
$12.7M +$3M +7,553 +31%
ST
684
Sageworth Trust
Pennsylvania
$12.6M -$50.5K -127 -0.4%
AHC
685
Anderson Hoagland & Co
Missouri
$12.6M -$1.62M -4,065 -11%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$12.6M +$4.83M +12,152 +62%
FMBTD
687
First Midwest Bank Trust Division
Illinois
$12.5M +$6.65M +16,720 +113%
AIA
688
Avalon Investment & Advisory
Texas
$12.5M +$785K +1,972 +7%
FPW
689
Flagship Private Wealth
Massachusetts
$12.4M -$21.2K -52 -0.2%
AAS
690
Annex Advisory Services
Wisconsin
$12.4M +$1.1M +2,754 +10%
HI
691
Horizon Investments
North Carolina
$12.4M +$12.4M +31,080 New
JHCP
692
Jackson Hole Capital Partners
Oklahoma
$12.3M +$521K +1,309 +4%
WWM
693
Western Wealth Management
Colorado
$12.3M -$190K -477 -2%
CAS
694
Cascadia Advisory Services
Oregon
$12.3M +$12.3M +30,961 New
PCM
695
Pennsylvania Capital Management
Pennsylvania
$12.2M -$224K -564 -2%
FAIM
696
Financial Advocates Investment Management
Washington
$12.2M +$4.03M +10,123 +49%
BRM
697
Boston Research & Management
Massachusetts
$12.2M +$316K +794 +3%
SFG
698
Sovereign Financial Group
Connecticut
$12.1M -$171K -430 -1%
FFA
699
Fi3 Financial Advisors
Indiana
$12.1M +$12.1M +30,490 New
PGWM
700
Parisi Gray Wealth Management
New Jersey
$12.1M -$190K -477 -2%