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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 %
PPP
1001
Private Portfolio Partners
New Jersey
$4.95M -$811K -2,039 -14%
AWA
1002
Arete Wealth Advisors
Illinois
$4.95M +$2.67M +6,720 +117%
BFG
1003
Barber Financial Group
Kansas
$4.93M +$174K +437 +4%
LWP
1004
Laurel Wealth Planning
Minnesota
$4.92M -$830K -2,086 -14%
GEA
1005
Glen Eagle Advisors
New Jersey
$4.88M +$305K +766 +7%
UIA
1006
UBP Investment Advisors
Switzerland
$4.87M
PGA
1007
Portland Global Advisors
Maine
$4.82M +$891K +2,241 +23%
DC
1008
Davenport & Co
Virginia
$4.76M -$1.21M -3,029 -20%
BAS
1009
Brown Advisory Securities
Maryland
$4.75M -$409K -1,029 -8%
GGS
1010
Galvin Gaustad & Stein
Arizona
$4.74M -$585K -1,470 -11%
FFW
1011
Fusion Family Wealth
New York
$4.69M -$15.1K -38 -0.3%
PFWA
1012
Paces Ferry Wealth Advisors
Georgia
$4.66M -$32.2K -81 -0.7%
LWAC
1013
Laurel Wealth Advisors (California)
California
$4.66M +$484K +1,217 +12%
SMG
1014
Smart Money Group
Texas
$4.65M -$394K -991 -8%
BI
1015
Berkeley Inc
Idaho
$4.64M +$114K +286 +3%
ACA
1016
Ackerman Capital Advisors
Texas
$4.61M +$4.38M +11,000 +1,843%
SGCA
1017
Steel Grove Capital Advisors
Tennessee
$4.58M +$908K +2,282 +25%
KFGK
1018
Keystone Financial Group (Kentucky)
Kentucky
$4.57M -$34.6K -87 -0.8%
NEGWA
1019
New England Guild Wealth Advisors
Connecticut
$4.56M -$224K -562 -5%
DWP
1020
Destiny Wealth Partners
Florida
$4.55M -$2.49M -6,265 -35%
AWS
1021
AJ Wealth Strategies
New York
$4.54M -$796 -2 -0%
AI
1022
Axiom Investors
Connecticut
$4.54M +$4.54M +11,400 New
WMA
1023
Wealth Management Associates
New Jersey
$4.53M +$38.2K +96 +0.9%
GAM
1024
Geier Asset Management
Maryland
$4.51M +$1.17M +2,794 +35%
BAMG
1025
Brand Asset Management Group
Missouri
$4.5M +$18.7K +47 +0.4%