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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 %
WFA
1551
Wipfli Financial Advisors
Wisconsin
$1.04M -$21.5K -54 -2%
EM
1552
Excalibur Management
Massachusetts
$1.04M -$257K -645 -20%
BMWM
1553
Brown Miller Wealth Management
Virginia
$1.04M -$44.2K -111 -4%
TCMP
1554
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.04M -$49.7K -125 -5%
SWK
1555
Stephen W. Kidder
$1.04M -$179K -450 -15%
BCM
1556
BTR Capital Management
California
$1.03M
SAA
1557
Southeast Asset Advisors
Georgia
$1.03M +$57.7K +145 +6%
RIA
1558
Realta Investment Advisors
Delaware
$1.03M +$522K +1,312 +104%
BFS
1559
Bradley Foster & Sargent
Connecticut
$1.02M +$223K +560 +28%
LS
1560
Leelyn Smith
Illinois
$1.01M -$1.99K -5 -0.2%
AIS
1561
American Investment Services
Massachusetts
$1.01M +$124K +312 +14%
HCA
1562
Harbour Capital Advisors
Virginia
$1M +$1M +2,522 New
IFG
1563
Investors Financial Group
Minnesota
$1M +$96.2K +242 +11%
BA
1564
Bridge Advisory
California
$1M -$568K -1,428 -36%
IWA
1565
Inspirion Wealth Advisors
Illinois
$1M -$5.17K -13 -0.5%
BHBT
1566
Burke & Herbert Bank & Trust
Virginia
$998K +$156K +392 +19%
CAM
1567
Close Asset Management
United Kingdom
$985K -$417K -1,049 -30%
TPCM
1568
Three Peaks Capital Management
Colorado
$984K +$361K +908 +58%
NOI
1569
Newton One Investments
Delaware
$982K
SWM
1570
SeaCrest Wealth Management
New York
$981K +$14.7K +37 +2%
WCM
1571
Weik Capital Management
Pennsylvania
$977K +$107K +270 +12%
PPCM
1572
Pillar Pacific Capital Management
California
$976K -$3.18K -8 -0.3%
PL
1573
Plancorp LLC
Missouri
$975K -$10.3K -26 -1%
OWA
1574
One Wealth Advisors
California
$975K +$656K +1,648 +205%
AIA
1575
Angeles Investment Advisors
California
$971K