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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 %
LIM
801
Leavell Investment Management
Alabama
$8.81M -$107K -270 -1%
WCWM
802
Wooster Corthell Wealth Management
Connecticut
$8.79M -$174K -437 -2%
NCM
803
Novare Capital Management
North Carolina
$8.75M +$617K +1,552 +8%
RWA
804
Redhawk Wealth Advisors
Minnesota
$8.71M -$2.74M -6,877 -24%
WPW
805
Waldron Private Wealth
Pennsylvania
$8.69M +$4.96M +12,479 +133%
PCA
806
Peddock Capital Advisors
Massachusetts
$8.69M +$208K +524 +2%
PFG
807
Pacific Financial Group
Washington
$8.66M +$142K +356 +2%
AA
808
Argent Advisors
Louisiana
$8.61M +$267K +672 +3%
SI
809
Stephens Inc
Arkansas
$8.61M -$834K -2,096 -9%
4FG
810
4Thought Financial Group
New York
$8.57M +$8.57M +21,531 New
TF
811
Trek Financial
Arizona
$8.51M -$2.2M -5,524 -21%
IWAG
812
Integer Wealth Advisors Group
Georgia
$8.46M +$6.62M +16,022 +359%
WJWM
813
Williams Jones Wealth Management
New York
$8.43M -$75.2K -189 -0.9%
PVH
814
Psagot Value Holdings
Israel
$8.4M -$3.67M -9,224 -30%
SWA
815
Stratos Wealth Advisors
Ohio
$8.39M +$1.97M +4,941 +31%
WFA
816
Wellspring Financial Advisors
Ohio
$8.39M +$826K +3,196 +11%
PPW
817
Parcion Private Wealth
Washington
$8.37M -$617K -1,552 -7%
KWM
818
Keebeck Wealth Management
Illinois
$8.37M +$1.89M +4,762 +29%
IAIM
819
International Assets Investment Management
Florida
$8.34M +$4.18M +10,802 +100%
AAMC
820
Asset Allocation & Management Company
Illinois
$8.3M
LWP
821
Legacy Wealth Partners
California
$8.3M +$714K +1,795 +9%
KA
822
Kovack Advisors
Florida
$8.29M -$421K -1,058 -5%
SF
823
Summit Financial
New Jersey
$8.13M +$1.07M +2,702 +15%
CTC
824
Central Trust Company
Missouri
$8.13M -$260K -653 -3%
Calamos Advisors
825
Calamos Advisors
Illinois
$8.04M -$16.3K -41 -0.2%