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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 %
TTWM
1326
TCV Trust & Wealth Management
Virginia
$1.95M -$95.5K -240 -5%
RBC
1327
Roble Belko & Company
Pennsylvania
$1.95M -$7.56K -19 -0.4%
BS
1328
Boenning & Scattergood
Pennsylvania
$1.93M -$35K -88 -2%
GC
1329
Grace Capital
Massachusetts
$1.93M
OCG
1330
Opus Capital Group
Ohio
$1.92M +$398 +1 +0%
GP
1331
Girard Partners
Pennsylvania
$1.92M -$22.7K -57 -1%
HWM
1332
Hemington Wealth Management
Virginia
$1.92M +$142K +358 +8%
AF
1333
Alerus Financial
North Dakota
$1.91M -$492K -1,236 -20%
WPA
1334
West Paces Advisors
Georgia
$1.91M -$70.8K -178 -4%
ACM
1335
Advisors Capital Management
New Jersey
$1.91M +$1.3M +3,259 +211%
KM
1336
Kalos Management
Georgia
$1.91M +$389K +936 +26%
FPWM
1337
FSB Premier Wealth Management
Iowa
$1.91M -$2.16M -5,435 -53%
PRA
1338
Pine Ridge Advisers
New York
$1.91M
CIC
1339
Cutler Investment Counsel
Oregon
$1.9M +$86.7K +218 +5%
JIC
1340
Joel Isaacson & Co
New York
$1.9M -$1.99K -5 -0.1%
PB
1341
Pinnacle Bancorp
Nebraska
$1.9M +$1.99K +5 +0.1%
DPI
1342
Diversified Portfolios Inc
Michigan
$1.89M
HWM
1343
Howard Wealth Management
Connecticut
$1.88M +$13.5K +34 +0.7%
PCIA
1344
Prime Capital Investment Advisors
Kansas
$1.87M -$230K -577 -11%
AP
1345
Appleton Partners
Massachusetts
$1.87M -$105K -265 -5%
PWPS
1346
Pinnacle Wealth Planning Services
Ohio
$1.86M -$143K -359 -7%
WT
1347
Washington Trust
Rhode Island
$1.86M +$105K +265 +6%
ZIC
1348
ZWJ Investment Counsel
Georgia
$1.86M -$49.7K -125 -3%
CCA
1349
Clearwater Capital Advisors
Illinois
$1.85M -$99K -249 -5%
MCM
1350
McRae Capital Management
New Jersey
$1.85M -$643K -1,617 -26%