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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 %
AFP
901
Ausdal Financial Partners
Iowa
$6.52M -$480K -1,206 -7%
OCM
902
One Capital Management
California
$6.52M +$236K +594 +4%
RIA
903
Regal Investment Advisors
Michigan
$6.52M -$38.9M -97,827 -86%
RIM
904
Rockbridge Investment Management
New York
$6.47M +$102K +256 +2%
T
905
TrueFG
Texas
$6.45M +$937K +2,356 +17%
KC
906
Kingfisher Capital
North Carolina
$6.42M +$11.1K +28 +0.2%
BAM
907
Baldrige Asset Management
Pennsylvania
$6.38M -$15.1K -38 -0.2%
BFG
908
Beacon Financial Group
Texas
$6.35M
YIA
909
YHB Investment Advisors
Connecticut
$6.33M +$94.2K +225 +2%
KCM
910
Kennicott Capital Management
California
$6.33M +$6.33M +15,911 New
AWA
911
Arkadios Wealth Advisors
Georgia
$6.31M +$636K +1,599 +11%
JWA
912
JFS Wealth Advisors
Pennsylvania
$6.3M +$818K +2,057 +15%
HG
913
Harbor Group
New Hampshire
$6.27M +$637K +1,538 +11%
MI
914
Moneywise Inc
Virginia
$6.26M -$48.5K -122 -0.8%
AFM
915
Andesa Financial Management
Pennsylvania
$6.25M +$3.39M +8,515 +118%
BWFA
916
Baltimore-Washington Financial Advisors
Maryland
$6.24M +$745K +1,873 +14%
SB
917
Simmons Bank
Arkansas
$6.19M -$41K -103 -0.7%
KIA
918
KCM Investment Advisors
California
$6.18M +$4.38K +11 +0.1%
AF
919
Allworth Financial
California
$6.14M +$38.6K +97 +0.6%
WCM
920
Wealthcare Capital Management
Virginia
$6.14M -$316K -795 -5%
JFA
921
JNBA Financial Advisors
Minnesota
$6.14M -$302K -758 -5%
CC
922
Chicago Capital
Illinois
$6.14M -$44.2K -111 -0.7%
NL
923
NEPC LLC
Massachusetts
$6.13M +$159K +399 +3%
GM
924
GeoWealth Management
Illinois
$6.12M +$460K +1,156 +8%
1IA
925
1834 Investment Advisors
Wisconsin
$6.12M -$257K -646 -4%