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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 %
KF
1101
Krilogy Financial
Missouri
$3.68M -$3.18K -8 -0.1%
EW
1102
Emerson Wealth
Michigan
$3.67M +$247K +620 +7%
SIS
1103
Sound Income Strategies
Florida
$3.66M -$276K -693 -7%
LCOV
1104
London Company of Virginia
Virginia
$3.66M -$8.44M -21,207 -70%
STB
1105
S&T Bank
Pennsylvania
$3.65M +$98.3K +247 +3%
SJIM
1106
St. Johns Investment Management
Florida
$3.64M -$68K -171 -2%
SFG
1107
SNS Financial Group
Minnesota
$3.64M +$15.5K +39 +0.4%
RDWM
1108
Red Door Wealth Management
Tennessee
$3.63M +$153K +384 +4%
GIA
1109
Goodwin Investment Advisory
Georgia
$3.61M -$98.9K -249 -3%
JGIA
1110
Jackson Grant Investment Advisers
Connecticut
$3.6M -$74.4K -187 -2%
IWS
1111
Insight Wealth Strategies
California
$3.6M +$2M +5,020 +125%
SBH
1112
Segall Bryant & Hamill
Illinois
$3.6M +$214K +538 +6%
NWM
1113
Northwest Wealth Management
Iowa
$3.59M -$117K -294 -3%
CCM
1114
Covington Capital Management
California
$3.53M +$959K +2,410 +37%
HCM
1115
Harvey Capital Management
Florida
$3.51M +$34.6K +87 +1%
MWM
1116
Mission Wealth Management
California
$3.49M +$250K +628 +8%
FA
1117
Fermata Advisors
California
$3.49M +$3.49M +8,760 New
EWM
1118
Endurance Wealth Management
Rhode Island
$3.48M -$177K -446 -5%
GIA
1119
Guyasuta Investment Advisors
Pennsylvania
$3.48M +$232K +584 +7%
NAS
1120
Nicolet Advisory Services
Wisconsin
$3.46M -$1.16M -2,915 -25%
CA
1121
Continuum Advisory
Idaho
$3.46M -$435K -1,042 -11%
SCA
1122
Sage Capital Advisors
South Dakota
$3.45M +$218K +549 +7%
BFA
1123
Beacon Financial Advisory
Ohio
$3.44M -$434K -1,090 -11%
PFA
1124
Pure Financial Advisors
California
$3.43M -$292K -733 -8%
OFG
1125
OmniStar Financial Group
North Carolina
$3.38M -$2.7M -6,783 -44%