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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 %
BOPW
1401
Brandywine Oak Private Wealth
Pennsylvania
$1.62M +$89.9K +226 +6%
BC
1402
Burleson & Co
California
$1.61M -$324K -815 -17%
LFG
1403
Larson Financial Group
Missouri
$1.61M -$24.3K -61 -1%
QCIG
1404
Quad-Cities Investment Group
Iowa
$1.61M +$317K +796 +24%
MCG
1405
MACRO Consulting Group
New Jersey
$1.61M
TWM
1406
Titus Wealth Management
California
$1.6M -$27.9K -70 -2%
HFS
1407
HBC Financial Services
Washington
$1.6M +$315K +754 +25%
MFG
1408
Magnus Financial Group
New York
$1.59M -$115M -290,074 -99%
LWMM
1409
Legacy Wealth Management (Mississippi)
Mississippi
$1.59M
H
1410
HoyleCohen
California
$1.59M +$959K +2,411 +152%
QPWM
1411
Quadrant Private Wealth Management
Pennsylvania
$1.59M +$143K +360 +10%
SFSIG
1412
San Francisco Sentry Investment Group
California
$1.58M -$7.56K -19 -0.5%
NEWAS
1413
N.E.W. Advisory Services
Wisconsin
$1.58M -$501K -1,248 -24%
W
1414
Wealthquest
Ohio
$1.58M -$205K -516 -12%
LK
1415
Lumbard & Kellner
New Hampshire
$1.57M -$488K -1,228 -24%
PWM
1416
Paulson Wealth Management
Illinois
$1.56M +$15K +36 +1%
JFGLC
1417
Johnson Financial Group LLC (Colorado)
Colorado
$1.56M
NWA
1418
Navis Wealth Advisors
New York
$1.56M +$60.5K +152 +4%
AIP
1419
Ahrens Investment Partners
Louisiana
$1.56M -$304K -765 -16%
SMM
1420
Stadion Money Management
Georgia
$1.55M -$117K -295 -7%
MIM
1421
Montgomery Investment Management
Maryland
$1.55M
KFI
1422
Key Financial Inc
Pennsylvania
$1.55M -$38.6K -97 -2%
HL
1423
HeadInvest LLC
Maine
$1.54M -$69.6K -175 -4%
ACM
1424
AlphaStar Capital Management
North Carolina
$1.53M +$84.7K +213 +6%
WFA
1425
Wells Financial Advisors
Massachusetts
$1.53M +$16.3K +41 +1%