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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 %
SWA
876
Sax Wealth Advisors
New Jersey
$6.98M +$1.85M +4,656 +36%
JIP
877
Jaffetilchin Investment Partners
Florida
$6.95M -$1.42M -3,578 -17%
ACM
878
Armbruster Capital Management
New York
$6.91M -$159K -400 -2%
PFS
879
Prospera Financial Services
Texas
$6.91M +$1.77M +4,452 +35%
SC
880
Sepio Capital
Utah
$6.91M -$8.75K -22 -0.1%
AG
881
AIA Group
Hong Kong
$6.87M +$6.87M +17,269 New
MWP
882
Madison Wealth Partners
Wisconsin
$6.83M -$32.7K -87 -0.5%
TCA
883
Transcend Capital Advisors
New Jersey
$6.83M -$852K -2,141 -11%
NSIM
884
North Star Investment Management
Illinois
$6.83M +$822K +2,066 +14%
GFS
885
GYL Financial Synergies
Connecticut
$6.82M +$4.77K +12 +0.1%
SF
886
Synovus Financial
Georgia
$6.8M -$3.71M -9,328 -35%
DI
887
DAGCO Inc
Ohio
$6.79M +$699K +1,756 +11%
MWP
888
MYCIO Wealth Partners
Pennsylvania
$6.79M +$800K +2,012 +13%
HT
889
Heritage Trust
Oklahoma
$6.78M +$3.58K +9 +0.1%
CIC
890
Cornercap Investment Counsel
Georgia
$6.75M +$3.05M +7,676 +83%
BC
891
Bartlett & Co
Ohio
$6.75M +$342K +860 +5%
BCWM
892
Bartlett & Co Wealth Management
Ohio
$6.75M +$342K +860 +5%
Neuberger Berman Group
893
Neuberger Berman Group
New York
$6.75M +$33.4K +84 +0.5%
VWM
894
Venturi Wealth Management
Texas
$6.71M -$916K -2,303 -12%
TI
895
Truepoint Inc
Ohio
$6.68M -$690K -1,734 -9%
DT
896
Daniels + Tansey
Delaware
$6.65M
Jones Financial Companies
897
Jones Financial Companies
Missouri
$6.63M +$1.27M +3,195 +24%
GWMIA
898
Global Wealth Management Investment Advisory
Florida
$6.63M -$33.8K -85 -0.5%
CAM
899
Concorde Asset Management
Michigan
$6.62M -$9.08M -22,817 -58%
AFS
900
Axiom Financial Strategies
Indiana
$6.61M -$288K -725 -4%