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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 %
CL
976
COWA LLC
Oklahoma
$5.3M -$384K -931 -7%
EI
977
Ellevest Inc
New York
$5.28M
CG
978
Caprock Group
Idaho
$5.25M +$323K +812 +7%
SWPG
979
Strategic Wealth Partners Group
Illinois
$5.23M +$244K +614 +5%
MSAGDF
980
Moneda SA Administradora General de Fondos
Chile
$5.23M +$1.77M +4,442 +51%
TC
981
Trust Company
Kansas
$5.21M +$43K +108 +0.8%
WMP
982
Wealth Management Partners
Arizona
$5.2M -$502K -1,230 -9%
GP
983
Geneva Partners
Wisconsin
$5.2M +$90.3K +227 +2%
XF
984
XML Financial
Maryland
$5.19M +$83.5K +210 +2%
AW
985
ACG Wealth
Georgia
$5.17M -$103K -258 -2%
MBT
986
Montecito Bank & Trust
California
$5.17M -$316K -794 -6%
GLLW
987
Graves Light Lenhart Wealth
Virginia
$5.17M +$385K +969 +8%
SGK
988
Steigerwald Gordon & Koch
Virginia
$5.15M +$718K +1,806 +16%
OFG
989
Omega Financial Group
California
$5.15M -$2.39K -6 -0%
CIR
990
Clear Investment Research
Georgia
$5.13M -$77.6K -195 -1%
SFPG
991
Stonebridge Financial Planning Group
Florida
$5.06M +$95.4K +231 +2%
PAM
992
PVG Asset Management
Colorado
$5.04M +$5.04M +12,665 New
MWC
993
MBM Wealth Consultants
Missouri
$5.04M -$236K -593 -4%
SFP
994
Sterling Financial Planning
New Jersey
$5.04M -$80.4K -202 -2%
FCT
995
Family Capital Trust
Massachusetts
$5.03M -$51.3K -129 -1%
MWM
996
McNaughton Wealth Management
California
$5M +$934K +2,348 +23%
WA
997
Winfield Associates
Ohio
$4.99M +$409K +1,029 +9%
PWA
998
Peterson Wealth Advisors
Utah
$4.99M -$246K -618 -5%
IIC
999
Ironwood Investment Counsel
Arizona
$4.98M +$1.55M +3,885 +45%
RPCA
1000
Running Point Capital Advisors
California
$4.97M +$194K +488 +4%