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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 %
LA
1251
LexAurum Advisors
Kansas
$2.43M +$113K +284 +5%
NIM
1252
Northeast Investment Management
Massachusetts
$2.42M
AIM
1253
Aspen Investment Management
Michigan
$2.42M -$59.7K -150 -2%
M
1254
MOTCO
Texas
$2.42M +$125K +315 +5%
HIM
1255
Hanlon Investment Management
New Jersey
$2.42M -$489K -1,228 -17%
CCMG
1256
Clark Capital Management Group
Pennsylvania
$2.42M +$1.25M +3,143 +107%
SB
1257
Strategic Blueprint
Georgia
$2.4M -$74.8K -188 -3%
MCA
1258
Magnolia Capital Advisors
Mississippi
$2.4M +$38.6K +97 +2%
LCM
1259
Liberty Capital Management
Michigan
$2.39M
NIC
1260
Northwest Investment Counselors
Oregon
$2.39M -$14.3K -36 -0.6%
RRC
1261
Relaxing Retirement Coach
Massachusetts
$2.38M -$1.53M -3,843 -39%
DTC
1262
Davidson Trust Company
Washington
$2.38M
CWM
1263
Concentric Wealth Management
California
$2.37M -$275K -692 -10%
WI
1264
Wedgewood Investors
Pennsylvania
$2.37M -$1.99K -5 -0.1%
ZF
1265
Zhang Financial
Michigan
$2.36M
GAG
1266
GM Advisory Group
New York
$2.35M +$1.37M +3,440 +139%
TFS
1267
Thoroughbred Financial Services
Tennessee
$2.35M +$371K +933 +19%
WWM
1268
WJ Wealth Management
Arizona
$2.34M -$67.6K -170 -3%
ECM
1269
Exchange Capital Management
Michigan
$2.33M -$115K -289 -5%
TCPWM
1270
Traverso Chambers Private Wealth Management
California
$2.33M -$55.7K -140 -2%
MP
1271
McDonald Partners
Ohio
$2.33M +$20.7K +52 +0.9%
CFB
1272
Cullen/Frost Bankers
Texas
$2.31M -$226K -569 -9%
CA
1273
CapWealth Advisors
Tennessee
$2.3M +$20.3K +51 +0.9%
PG
1274
Patten Group
Tennessee
$2.3M -$18.3K -46 -0.8%
FPCP
1275
Fort Point Capital Partners
California
$2.29M +$68.8K +173 +3%