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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 %
RFA
1051
Radnor Financial Advisors
Pennsylvania
$4.19M -$57.6K -138 -1%
OCM
1052
Orion Capital Management
California
$4.19M +$859K +2,158 +26%
FWM
1053
Frontier Wealth Management
Missouri
$4.17M -$1.51M -3,787 -27%
RC
1054
Rinet Company
Massachusetts
$4.17M +$96.3K +242 +2%
SFG
1055
Summit Financial Group
West Virginia
$4.17M -$214K -538 -5%
OPWM
1056
Oakwell Private Wealth Management
Texas
$4.15M +$61.7K +155 +2%
FHA
1057
Flagship Harbor Advisors
Massachusetts
$4.15M -$318K -799 -7%
S
1058
SignatureFD
Georgia
$4.12M +$521K +1,309 +14%
AWMS
1059
Advocacy Wealth Management Services
Georgia
$4.08M -$84.4K -210 -2%
PJSIMP
1060
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.08M -$29.5K -70 -0.7%
PCS
1061
Personal CFO Solutions
New Jersey
$4.07M -$259K -651 -6%
AAM
1062
Autus Asset Management
Arizona
$4.07M +$143K +359 +4%
ML
1063
McAdam LLC
Pennsylvania
$4.06M +$95.5K +240 +2%
SB
1064
Sunflower Bank
Texas
$4.06M
CFA
1065
Cahill Financial Advisors
Minnesota
$4.05M +$214K +537 +6%
EAM
1066
Evanson Asset Management
California
$4.04M +$730K +1,836 +22%
KL
1067
KWMG LLC
Kansas
$4.04M -$60.5K -152 -1%
SC
1068
Steph & Co
Wisconsin
$4.02M +$76.8K +193 +2%
QCM
1069
Quest Capital Management
Texas
$3.99M -$1.32M -3,325 -25%
P
1070
&Partners
Tennessee
$3.98M -$167K -420 -4%
FHC
1071
First Heartland Consultants
Missouri
$3.98M -$672K -1,690 -14%
MCM
1072
Mitchell Capital Management
Kansas
$3.97M -$15.9K -40 -0.4%
IF
1073
Intrua Financial
Texas
$3.97M +$3.68M +8,791 +1,316%
RG
1074
Retirement Group
California
$3.95M -$675K -1,696 -15%
IFWM
1075
Institute for Wealth Management
Colorado
$3.95M -$2.93M -7,370 -43%