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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 %
FP
1426
Financial Perspectives
Minnesota
$1.53M +$1.52M +605,127 +41,532%
TCM
1427
Tufton Capital Management
Maryland
$1.52M +$234K +589 +18%
EGA
1428
E&G Advisors
Texas
$1.52M +$231K +580 +18%
WF
1429
Welch & Forbes
Massachusetts
$1.51M -$106K -266 -7%
PWG
1430
Private Wealth Group
Florida
$1.51M +$144K +363 +11%
ADL
1431
Asset Dedication LLC
California
$1.51M -$377K -947 -20%
DWM
1432
Doyle Wealth Management
Florida
$1.49M +$146K +368 +11%
AWA
1433
ARQ Wealth Advisors
Arizona
$1.48M -$25.5K -64 -2%
BBA
1434
Braun-Bostich & Associates
Pennsylvania
$1.48M -$15.1K -38 -1%
HPCM
1435
Hunter Perkins Capital Management
Illinois
$1.47M
MW
1436
MBL Wealth
North Carolina
$1.47M +$1M +2,519 +215%
MG
1437
McCutchen Group
Washington
$1.46M +$32.2K +81 +2%
BA
1438
Ballast Advisors
Minnesota
$1.45M +$53.3K +134 +4%
KAM
1439
Knightsbridge Asset Management
California
$1.45M
CBT
1440
Capital Bank & Trust
California
$1.44M +$1.13M +2,841 +362%
FSA
1441
Fort Sheridan Advisors
Illinois
$1.44M +$1.44M +3,624 New
HC
1442
Hatton Consulting
Arizona
$1.43M +$1.43M +3,605 New
DACG
1443
Donor Advised Charitable Giving
California
$1.43M -$186K -468 -12%
MPI
1444
Mairs & Power Inc
Minnesota
$1.43M -$9.95K -25 -0.7%
SEI Investments
1445
SEI Investments
Pennsylvania
$1.4M
IIM
1446
Ipswich Investment Management
Massachusetts
$1.39M +$11.1K +28 +0.8%
CWM
1447
Cabot Wealth Management
Massachusetts
$1.38M -$39.8K -100 -3%
CAM
1448
Congress Asset Management
Massachusetts
$1.38M -$155K -390 -10%
SFG
1449
SevenBridge Financial Group
Pennsylvania
$1.38M
3LCM
1450
3D/L Capital Management
Connecticut
$1.38M +$1.38M +3,458 New