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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 %
VAM
1176
Verity Asset Management
North Carolina
$2.97M +$1.32M +3,315 +80%
MWM
1177
Marietta Wealth Management
Georgia
$2.97M -$80.4K -202 -3%
Betterment LLC
1178
Betterment LLC
New York
$2.96M +$52.5K +132 +2%
AWA
1179
Alta Wealth Advisors
Massachusetts
$2.95M -$11.1K -28 -0.4%
SP
1180
Successful Portfolios
Florida
$2.95M -$689K -1,731 -19%
DWM
1181
Dakota Wealth Management
Florida
$2.94M -$62.5K -157 -2%
IA
1182
Insight Advisors
Pennsylvania
$2.94M +$68.7K +164 +2%
FUBT
1183
First United Bank & Trust
Maryland
$2.93M +$2.16M +5,433 +280%
RC
1184
RegentAtlantic Capital
New Jersey
$2.92M +$62.5K +157 +2%
CT
1185
Columbia Trust
Oregon
$2.91M -$282K -710 -9%
CRCM
1186
Corbett Road Capital Management
Virginia
$2.89M -$3.52M -8,846 -55%
LI
1187
LVZ Inc
Michigan
$2.88M -$192K -483 -6%
AF
1188
Advisornet Financial
Minnesota
$2.87M -$68.4K -172 -2%
TCOV
1189
Trust Company of Vermont
Vermont
$2.85M -$49.7K -125 -2%
MWM
1190
Mattern Wealth Management
Kansas
$2.84M -$4.09M -10,288 -59%
AC
1191
Abbrea Capital
California
$2.83M
GJIC
1192
Gamble Jones Investment Counsel
California
$2.83M +$364K +916 +15%
EA
1193
Emerald Advisors
Washington
$2.81M +$587K +1,475 +26%
WCG
1194
Weaver Consulting Group
California
$2.8M +$103K +259 +4%
LNWTC
1195
Laird Norton Wetherby Trust Company
Washington
$2.8M -$219K -583 -7%
MFA
1196
McClarren Financial Advisors
Pennsylvania
$2.8M -$2.79K -7 -0.1%
AIM
1197
Arcadia Investment Management
Michigan
$2.8M -$71.6K -180 -2%
CMP
1198
Courage Miller Partners
Virginia
$2.79M -$3.18K -8 -0.1%
CBN
1199
Cadence Bank NA
Texas
$2.78M +$1.59M +3,998 +134%
ACG
1200
Allen Capital Group
Nebraska
$2.77M -$6.76K -17 -0.2%