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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 %
B
1476
Bellecapital
Switzerland
$1.27M -$158K -396 -11%
CWA
1477
Clearview Wealth Advisors
Oregon
$1.26M +$171K +430 +16%
MC
1478
Moors & Cabot
Massachusetts
$1.26M -$82.7K -207 -6%
FBFS
1479
First Business Financial Services
Wisconsin
$1.26M -$62.9K -158 -5%
SCM
1480
Southport Capital Management
Tennessee
$1.25M -$222K -559 -15%
WLPWM
1481
Walled Lake Planning & Wealth Management
Illinois
$1.25M +$450K +1,131 +56%
CA
1482
Corrado Advisors
New Jersey
$1.25M
TCOT
1483
Trust Company of Toledo
Ohio
$1.23M -$398 -1 -0%
TF
1484
TRH Financial
Iowa
$1.23M +$4.77K +12 +0.4%
RG
1485
Rathbones Group
United Kingdom
$1.22M
BCM
1486
Brookmont Capital Management
Texas
$1.22M -$26.7K -67 -2%
EHC
1487
Everett Harris & Co
California
$1.22M -$56.5K -142 -4%
LPIC
1488
LeJeune Puetz Investment Counsel
Michigan
$1.22M
CCM
1489
Colorado Capital Management
Colorado
$1.22M -$19.5K -49 -2%
RPWA
1490
Regent Peak Wealth Advisors
Georgia
$1.21M
PP
1491
Prosperity Planning
Missouri
$1.21M -$210K -528 -15%
CCM
1492
Crew Capital Management
Ohio
$1.21M +$1.21M +3,040 New
CW
1493
Connectus Wealth
Ohio
$1.2M +$1.2M +2,952 New
SWMP
1494
Signature Wealth Management Partners
New Jersey
$1.2M +$192K +482 +19%
PFM
1495
Peak Financial Management
Massachusetts
$1.2M -$58.9K -148 -5%
AM
1496
Atwater Malick
Pennsylvania
$1.19M -$126K -317 -10%
JLBC
1497
J.L. Bainbridge & Co
Florida
$1.19M -$39.8K -100 -3%
AIA
1498
Arbor Investment Advisors
North Carolina
$1.18M +$5.57K +14 +0.5%
CCMD
1499
Cypress Capital Management (Delaware)
Delaware
$1.18M +$431K +1,083 +58%
SIS
1500
SVB Investment Services
Utah
$1.18M