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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 %
DJSG
1301
D.J. St. Germain
Massachusetts
$2.08M -$166K -418 -7%
TC
1302
Truvestments Capital
Florida
$2.08M +$156K +392 +8%
PIA
1303
Perennial Investment Advisors
California
$2.08M +$59.3K +149 +3%
TH
1304
TCTC Holdings
Texas
$2.07M -$611K -1,535 -23%
ACI
1305
Alpha Cubed Investments
California
$2.06M -$409K -1,028 -17%
VWM
1306
Valley Wealth Managers
New Jersey
$2.05M +$70K +176 +4%
FAM
1307
Formidable Asset Management
Ohio
$2.05M +$325K +815 +19%
CBT
1308
Central Bank & Trust
Kentucky
$2.03M -$182K -458 -8%
BJ
1309
Brouwer & Janachowski
California
$2.03M -$25.1K -63 -1%
CIM
1310
Corda Investment Management
Texas
$2.03M -$573K -1,440 -22%
BOM
1311
Bank of Marin
California
$2.02M
ESB
1312
Essex Savings Bank
Connecticut
$2.02M -$41.6K -109 -2%
SWM
1313
Segment Wealth Management
Texas
$2.02M
MWM
1314
Moulton Wealth Management
Washington
$2.02M -$4.11M -10,084 -67%
GWS
1315
Glassman Wealth Services
Virginia
$2.01M +$563K +1,416 +39%
NEPWA
1316
New England Private Wealth Advisors
Massachusetts
$2.01M +$3.98K +10 +0.2%
APWM
1317
Atlas Private Wealth Management
New York
$2.01M +$286K +720 +17%
CCM
1318
Chilton Capital Management
Texas
$2M -$87.5K -220 -4%
LC
1319
Lavaca Capital
Texas
$1.99M +$267K +671 +15%
MS
1320
Marshall & Sullivan
Washington
$1.99M +$1.24M +3,123 +166%
BB
1321
Busey Bank
Illinois
$1.97M -$115K -288 -5%
HIMCH
1322
Hartford Investment Management Co (HIMCO)
Connecticut
$1.97M -$36.4M -91,604 -95%
PPWM
1323
PFG Private Wealth Management
Florida
$1.96M +$1.47M +3,706 +302%
EAMA
1324
EFG Asset Management (Americas)
Florida
$1.95M +$302K +759 +18%
SWM
1325
Stockman Wealth Management
Montana
$1.95M -$32.2K -81 -2%