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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 %
RMDI
1451
R.M. Davis Inc
Maine
$1.37M -$51.7K -130 -4%
MIM
1452
Macroview Investment Management
Maryland
$1.37M +$103K +258 +8%
CSPIA
1453
Cary Street Partners Investment Advisory
Virginia
$1.37M -$290K -730 -18%
ECM
1454
Evergreen Capital Management
Washington
$1.37M +$49.7K +125 +4%
AWM
1455
Apollon Wealth Management
South Carolina
$1.36M -$784K -1,971 -37%
CFS
1456
Cannon Financial Strategists
Georgia
$1.36M -$56.9K -143 -4%
ACP
1457
Aviance Capital Partners
Florida
$1.35M
MSR
1458
Main Street Research
Connecticut
$1.35M +$238K +598 +21%
PWW
1459
Pettyjohn Wood & White
Virginia
$1.35M
SFP
1460
Shepherd Financial Partners
Massachusetts
$1.34M -$370K -929 -22%
MFG
1461
MidWestOne Financial Group
Iowa
$1.33M
CW
1462
Cabot-Wellington
Massachusetts
$1.33M
APW
1463
Austin Private Wealth
Texas
$1.33M -$106K -267 -7%
NHC
1464
Nicholas Hoffman & Company
Georgia
$1.32M +$245K +615 +23%
WAOTB
1465
Wealth Advisors of Tampa Bay
Florida
$1.32M
AIM
1466
Alhambra Investment Management
Florida
$1.32M -$3.18K -8 -0.2%
FSC
1467
Full Sail Capital
Oklahoma
$1.3M -$341K -837 -21%
KLCM
1468
KG&L Capital Management
Louisiana
$1.3M -$6.37K -16 -0.5%
SAM
1469
Summit Asset Management
Tennessee
$1.3M -$5.17K -13 -0.4%
GI
1470
Gradient Investments
Minnesota
$1.29M -$324K -813 -20%
LA
1471
Legacy Advisors
Pennsylvania
$1.29M
BW
1472
Bison Wealth
Georgia
$1.29M -$6.76K -17 -0.5%
Fisher Asset Management
1473
Fisher Asset Management
Washington
$1.29M -$258K -649 -17%
PCMC
1474
Private Capital Management (Colorado)
Colorado
$1.28M +$2.39K +6 +0.2%
DLCIG
1475
D.L. Carlson Investment Group
New Hampshire
$1.27M -$86.7K -218 -6%