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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 %
OC
1226
Oakworth Capital
Alabama
$2.6M -$302K -760 -10%
CPFP
1227
Clear Perspectives Financial Planning
Ohio
$2.59M -$42.2K -106 -2%
AF
1228
Affiance Financial
Minnesota
$2.58M +$13.5K +34 +0.5%
AIA
1229
Arcadia Investment Advisors
Idaho
$2.57M -$6.76K -17 -0.3%
HPC
1230
HM Payson & Co
Maine
$2.57M +$1.9M +4,780 +287%
EWA
1231
Encompass Wealth Advisors
Oregon
$2.55M +$167K +399 +7%
IAS
1232
IMA Advisory Services
Colorado
$2.55M
LFA
1233
Legacy Financial Advisors
Kentucky
$2.54M +$178K +447 +8%
EIP
1234
Ellis Investment Partners
Pennsylvania
$2.54M +$117K +295 +5%
NFG
1235
Nadler Financial Group
Illinois
$2.54M +$645K +1,621 +34%
SWM
1236
Soundmark Wealth Management
Washington
$2.54M -$91.5K -230 -3%
CWM
1237
Centric Wealth Management
Illinois
$2.52M -$8.75K -22 -0.3%
MOACM
1238
Mutual of America Capital Management
New York
$2.52M -$2.22M -5,582 -47%
OIM
1239
Opus Investment Management
Massachusetts
$2.52M -$3.61M -9,070 -59%
BAM
1240
Belpointe Asset Management
Nevada
$2.52M -$303K -761 -11%
RCWMU
1241
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.49M +$341K +856 +16%
VWM
1242
Vigilare Wealth Management
Arizona
$2.49M -$551K -1,385 -18%
BFP
1243
Briaud Financial Planning
Texas
$2.49M +$2.34M +5,880 +1,568%
SWA
1244
SOA Wealth Advisors
New York
$2.48M +$12.7K +32 +0.5%
ATWA
1245
Arbor Trust Wealth Advisors
Michigan
$2.46M -$47.7K -120 -2%
CF
1246
Corrigan Financial
Rhode Island
$2.45M -$182K -457 -7%
CAM
1247
Carret Asset Management
New York
$2.45M +$136K +342 +6%
BCA
1248
Bay Colony Advisors
Massachusetts
$2.45M -$627K -1,577 -20%
EWMCB
1249
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.44M +$175K +441 +8%
BBPWM
1250
Blue Bell Private Wealth Management
Pennsylvania
$2.43M -$83.1K -209 -3%