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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 %
JC
1651
Jentner Corp
Ohio
$783K
AFG
1652
Allegheny Financial Group
Pennsylvania
$778K +$27.5K +69 +4%
BWA
1653
Bordeaux Wealth Advisors
California
$777K -$3.98K -10 -0.5%
MFM
1654
Mirsky Financial Management
New York
$776K -$48.1K -121 -6%
VIM
1655
Vista Investment Management
Pennsylvania
$772K -$61.3K -154 -7%
KP
1656
Keel Point
Alabama
$772K -$23.9K -60 -3%
CNC
1657
Citizens & Northern Corp
Pennsylvania
$771K -$2.15M -5,389 -74%
WCM
1658
Whitener Capital Management
North Carolina
$771K -$11.1K -28 -1%
EWM
1659
Executive Wealth Management
Michigan
$769K +$277K +697 +56%
BP
1660
BCK Partners
New York
$768K -$129K -309 -14%
CWP
1661
Curated Wealth Partners
California
$767K -$83.2K -209 -10%
Wellington Management Group
1662
Wellington Management Group
Massachusetts
$766K
Invesco
1663
Invesco
Georgia
$765K -$233K -586 -23%
FVCM
1664
F&V Capital Management
Florida
$760K
FNB
1665
Farmers National Bank
Kentucky
$759K -$24.3K -61 -3%
CWA
1666
Clarity Wealth Advisors
California
$758K -$11.5K -29 -1%
ACM
1667
Azimuth Capital Management
Michigan
$757K
AW
1668
Avion Wealth
Texas
$756K +$111K +280 +17%
EBSAM
1669
Eubel Brady & Suttman Asset Management
Ohio
$756K +$756K +1,900 New
ECM
1670
Elgethun Capital Management
South Dakota
$754K +$11.5K +29 +2%
DS
1671
Dudley & Shanley
Florida
$753K
LC
1672
Lincoln Capital
Nebraska
$752K +$112K +282 +18%
WIA
1673
Westbourne Investment Advisors
Maryland
$751K
HCM
1674
Hengehold Capital Management
Ohio
$749K +$278K +699 +59%
TCCM
1675
Timber Creek Capital Management
Massachusetts
$743K -$5.96K -15 -0.8%