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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 %
KOC
851
Koss-Olinger Consulting
Florida
$7.56M +$7.56M +19,012 New
IAA
852
Independent Advisor Alliance
North Carolina
$7.56M +$368K +925 +5%
RCIM
853
Red Cedar Investment Management
Michigan
$7.51M -$2.91M -7,308 -28%
SS
854
Sunbelt Securities
Texas
$7.48M +$34.6K +87 +0.5%
FA
855
FDx Advisors
Illinois
$7.47M -$931K -2,340 -11%
PF
856
Phoenix Financial
Israel
$7.45M -$4.05M -10,182 -35%
GWM
857
Greenhouse Wealth Management
Connecticut
$7.38M -$14.3K -36 -0.2%
TCM
858
Telos Capital Management
California
$7.37M -$89.1K -224 -1%
CCM
859
Canal Capital Management
Virginia
$7.37M -$64.4K -162 -0.9%
LSAG
860
Lake Street Advisors Group
New Hampshire
$7.35M -$45K -113 -0.6%
BOTW
861
Bank of the West
California
$7.3M -$269K -675 -4%
PWMAG
862
Pinnacle Wealth Management Advisory Group
New Jersey
$7.28M +$622K +1,563 +9%
AAM
863
Aureus Asset Management
Massachusetts
$7.24M +$524K +1,317 +8%
HH
864
Hilltop Holdings
Texas
$7.22M -$1.84M -4,617 -20%
T
865
TRUADVICE
Florida
$7.22M +$278K +659 +4%
BWP
866
Baldwin Wealth Partners
Massachusetts
$7.21M +$368K +924 +5%
PCP
867
Proficio Capital Partners
Massachusetts
$7.2M -$27.8K -70 -0.4%
FNWM
868
Financial Network Wealth Management
Utah
$7.17M +$627K +1,577 +10%
JWM
869
Jackson Wealth Management
Florida
$7.12M +$613K +1,540 +9%
BFS
870
Bickling Financial Services
Massachusetts
$7.07M +$6.84M +17,194 +2,964%
TNB
871
Thomasville National Bank
Georgia
$7.04M +$961K +3,718 +16%
ATPW
872
Ashton Thomas Private Wealth
Arizona
$7.04M -$1.07M -2,688 -13%
BWA
873
BlueSky Wealth Advisors
North Carolina
$7M -$188K -456 -3%
ICG
874
InterOcean Capital Group
Tennessee
$6.99M -$112K -282 -2%
IC
875
Iconiq Capital
California
$6.98M +$6.98M +17,552 New