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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 %
AIC
1701
Ayalon Insurance Company
Israel
$700K +$395K +984 +130%
AMCA
1702
Arthur M. Cohen & Associates
Illinois
$699K +$2.39K +6 +0.3%
TCWA
1703
Ten Capital Wealth Advisors
Washington
$697K +$413K +1,040 +146%
PCM
1704
Princeton Capital Management
New Jersey
$696K
PA
1705
Procyon Advisors
Connecticut
$695K -$9.16K -23 -1%
SW
1706
SkyOak Wealth
Michigan
$691K -$20.1K -48 -3%
AFAS
1707
Acorn Financial Advisory Services
Virginia
$690K +$92.3K +232 +15%
SVWAG
1708
Sound View Wealth Advisors Group
Georgia
$687K
FSG
1709
Financial Strategies Group
Michigan
$685K -$21.1K -53 -3%
LWA
1710
Lenox Wealth Advisors
New York
$683K -$550K -1,383 -45%
TWM
1711
Trinity Wealth Management
Pennsylvania
$683K -$59.2K -149 -8%
AWA
1712
AmeriServ Wealth Advisors
Pennsylvania
$683K -$22.7K -57 -3%
APW
1713
Aurora Private Wealth
New Jersey
$683K -$11.1K -28 -2%
JBA
1714
Johnson Bixby & Associates
Washington
$680K -$1.99K -5 -0.3%
CGH
1715
Crossmark Global Holdings
Texas
$674K
BFG
1716
Berger Financial Group
Minnesota
$673K +$429K +1,079 +176%
CWMU
1717
Caliber Wealth Management (Utah)
Utah
$672K -$11.1K -28 -2%
MAA
1718
Matrix Asset Advisors
New York
$672K +$26.6K +67 +4%
SWM
1719
Southern Wealth Management
Texas
$670K +$5.18K +13 +0.8%
APP
1720
Avantax Planning Partners
Iowa
$669K -$41.8K -105 -6%
JFS
1721
JD Financial Services
Pennsylvania
$665K -$549K -1,379 -45%
IFS
1722
Ifrah Financial Services
Arkansas
$664K +$664K +1,670 New
FA
1723
Faithward Advisors
Pennsylvania
$664K +$664K +1,670 New
Kovitz Investment Group Partners
1724
Kovitz Investment Group Partners
Illinois
$661K -$3.18K -8 -0.5%
ME
1725
McIlrath & Eck
Washington
$661K +$6.76K +17 +1%