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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 %
MJRIC
1201
Mogy Joel R Investment Counsel
California
$2.77M -$77.6K -195 -3%
HWMA
1202
Heritage Wealth Management (Arizona)
Arizona
$2.77M +$2.77M +6,953 New
CCA
1203
Cobblestone Capital Advisors
New York
$2.75M -$593K -1,490 -18%
WAM
1204
Weatherly Asset Management
California
$2.72M -$141K -355 -5%
WFA
1205
WestHill Financial Advisors
California
$2.71M -$14.3K -36 -0.5%
GKWIM
1206
Gerber Kawasaki Wealth & Investment Management
California
$2.71M -$187K -469 -6%
AA
1207
Aufman Associates
Pennsylvania
$2.69M +$147K +370 +6%
SHWM
1208
Silicon Hills Wealth Management
Texas
$2.69M +$1.11M +2,780 +70%
BFO
1209
Boston Family Office
Massachusetts
$2.68M +$201K +505 +8%
GA
1210
Geller Advisors
New York
$2.68M +$6.76K +17 +0.3%
CWA
1211
Canvas Wealth Advisors
Kansas
$2.68M +$2.68M +6,478 New
BCA
1212
Berman Capital Advisors
Georgia
$2.66M +$467K +1,174 +21%
CA
1213
Capital Advantage
California
$2.65M -$10.3K -26 -0.4%
IRC
1214
Investors Research Corp
Georgia
$2.64M -$211K -530 -7%
AP
1215
Advisor Partners
California
$2.64M +$64.8K +163 +3%
RT
1216
Rockland Trust
Massachusetts
$2.64M -$45.3K -114 -2%
ZB
1217
Zions Bancorporation
Utah
$2.64M -$7.96K -20 -0.3%
CSIC
1218
Clifford Swan Investment Counsel
California
$2.64M -$91.5K -230 -3%
KOMWMG
1219
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.63M +$216K +543 +9%
CMBA
1220
C.M. Bidwell & Associates
Hawaii
$2.61M -$662K -1,665 -20%
FFA
1221
Founders Financial Alliance
North Carolina
$2.6M -$159K -382 -6%
Massachusetts Financial Services
1222
Massachusetts Financial Services
Massachusetts
$2.6M +$775K +1,947 +42%
RW
1223
Rede Wealth
Virginia
$2.6M +$10.3K +26 +0.4%
SCG
1224
Sonata Capital Group
Washington
$2.6M
UR
1225
USCA RIA
Texas
$2.6M +$85.9K +216 +3%