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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 %
DWA
151
Divergent Wealth Advisors
Utah
$124M +$4.4M +11,066 +4%
CWM
152
Calamos Wealth Management
Illinois
$120M -$5.78M -14,524 -5%
RWM
153
Ritholtz Wealth Management
New York
$115M +$8.11M +20,390 +8%
BOH
154
Bank of Hawaii
Hawaii
$115M +$16.4M +41,288 +17%
SPC
155
Sigma Planning Corp
Michigan
$114M +$3.75M +9,420 +3%
EWF
156
Epstein & White Financial
California
$113M +$1.88M +4,728 +2%
PCIG
157
Partners Capital Investment Group
Massachusetts
$112M +$11.6M +29,113 +12%
CAN
158
Cetera Advisor Networks
California
$109M +$15.8M +39,732 +17%
DLIC
159
Daido Life Insurance Company
Japan
$109M
AWC
160
Abundance Wealth Counselors
Pennsylvania
$108M -$331K -832 -0.3%
GFP
161
Gryphon Financial Partners
Ohio
$104M +$2.49M +6,264 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$104M +$1.19M +3,000 +1%
GC
163
Gilbert & Cook
Iowa
$103M +$2.29M +5,756 +2%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$103M +$5.33M +13,407 +5%
GWM
165
Geneos Wealth Management
Colorado
$103M -$4.97M -11,866 -5%
VC
166
Vicus Capital
Pennsylvania
$102M +$1.35M +3,381 +1%
NA
167
NewEdge Advisors
Louisiana
$102M -$3.86M -9,713 -4%
SWM
168
Spire Wealth Management
Virginia
$102M +$102M +256,798 New
TIA
169
Traphagen Investment Advisors
New Jersey
$102M -$5.44M -13,677 -5%
EIG
170
Ellenbecker Investment Group
Wisconsin
$101M +$10.2M +25,645 +11%
TF
171
TimeScale Financial
Massachusetts
$100M +$1.2M +3,017 +1%
HW
172
Hancock Whitney
Mississippi
$99M -$15.1M -37,839 -13%
5L
173
55I LLC
Massachusetts
$98.5M -$1.46M -3,664 -1%
PI
174
PFS Investments
Georgia
$97M +$27.8M +69,760 +40%
FIB
175
First Interstate Bancsystem
Montana
$96.5M +$96.5M +242,464 New