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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 %
GBT
726
Grove Bank & Trust
Florida
$10.9M +$1.42M +3,581 +15%
RIM
727
Rakuten Investment Management
Japan
$10.9M
DT
728
Diversified Trust
Tennessee
$10.9M -$231K -580 -2%
CTA
729
Chesley Taft & Associates
Illinois
$10.9M -$93.8K -230 -0.9%
GAM
730
Gould Asset Management
California
$10.9M +$140K +353 +1%
GRP
731
Global Retirement Partners
California
$10.9M +$118K +296 +1%
WAP
732
Wealthcare Advisory Partners
Pennsylvania
$10.9M +$707K +1,777 +7%
HIA
733
Harbor Investment Advisory
Maryland
$10.8M -$546K -1,372 -5%
PA
734
PSI Advisors
Florida
$10.8M -$2.78M -6,997 -20%
CSM
735
CAMG Solamere Management
North Carolina
$10.8M +$228K +574 +2%
KW
736
KWB Wealth
California
$10.7M -$1.6M -4,026 -13%
LDFR
737
Lehman & Derafelo Financial Resources
Pennsylvania
$10.7M
IA
738
IFP Advisors
Florida
$10.7M -$6.28M -15,762 -37%
FPFS
739
First Personal Financial Services
North Carolina
$10.6M -$545K -1,369 -5%
CBFP
740
Cedar Brook Financial Partners
Ohio
$10.6M +$119K +298 +1%
BBHBI
741
B, B, H, & B Inc
Alabama
$10.6M -$14.6M -36,677 -58%
MNBTD
742
Moody National Bank Trust Division
Texas
$10.5M
PWP
743
Personal Wealth Partners
Minnesota
$10.5M -$321K -806 -3%
NG
744
NatWest Group
United Kingdom
$10.5M -$173K -435 -2%
SIM
745
Stratos Investment Management
Ohio
$10.4M -$881K -2,215 -8%
PFA
746
Pinnacle Family Advisors
Missouri
$10.4M -$841K -2,113 -7%
PWM
747
Praetorian Wealth Management
California
$10.4M +$171K +429 +2%
PA
748
PFG Advisors
Arizona
$10.2M -$1.24M -3,109 -11%
Koshinski Asset Management
749
Koshinski Asset Management
Illinois
$10.2M -$291K -732 -3%
TC
750
TownSquare Capital
Utah
$10.2M +$703K +1,766 +7%