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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 %
HAC
926
Harbor Advisory Corp
New Hampshire
$6.05M +$871K +2,190 +17%
PM
927
Pembroke Management
Quebec, Canada
$6.05M +$809K +2,034 +15%
SAS
928
SMI Advisory Services
Indiana
$6.04M +$6.04M +15,190 New
NWA
929
New World Advisors
Massachusetts
$6.02M +$2.18M +5,485 +57%
SAM
930
Silvercrest Asset Management
New York
$6M +$109K +275 +2%
WP
931
WMS Partners
Maryland
$6M -$53.7K -135 -0.9%
MWPCG
932
Measured Wealth Private Client Group
New Hampshire
$5.93M -$4.77K -12 -0.1%
IIC
933
Integrated Investment Consultants
Michigan
$5.93M -$2.48M -6,225 -29%
NGA
934
Naples Global Advisors
Florida
$5.92M +$440K +1,106 +8%
FWIA
935
Fort Washington Investment Advisors
Ohio
$5.89M -$10.3K -26 -0.2%
FFG
936
Ford Financial Group
California
$5.89M -$31.4K -79 -0.5%
AFS
937
Annapolis Financial Services
Maryland
$5.86M -$288K -724 -5%
TWA
938
TCI Wealth Advisors
Arizona
$5.81M -$192K -482 -3%
NCG
939
Newport Capital Group
New Jersey
$5.81M
WP
940
WealthSource Partners
California
$5.81M +$950K +2,388 +20%
CCG
941
Cypress Capital Group
Florida
$5.8M +$65.2K +164 +1%
EWM
942
Empirical Wealth Management
Washington
$5.79M +$328K +825 +6%
NPP
943
New Potomac Partners
Maryland
$5.77M -$3.98K -10 -0.1%
EFS
944
Essex Financial Services
Connecticut
$5.77M +$1.33M +3,342 +30%
BIA
945
Bigelow Investment Advisors
Maine
$5.75M +$388K +975 +7%
SWA
946
Sightline Wealth Advisors
Connecticut
$5.74M +$4.78K +12 +0.1%
KWM
947
Kingsview Wealth Management
Oregon
$5.73M +$1.35M +3,370 +31%
CFG
948
Cooper Financial Group
California
$5.66M -$1.24M -3,121 -18%
PMFA
949
Plante Moran Financial Advisors
Michigan
$5.66M -$599K -1,506 -10%
UCMOK
950
United Capital Management of KS
Kansas
$5.64M -$509K -1,280 -8%