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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 %
HFAS
1726
Hummer Financial Advisory Services
Illinois
$654K
BB
1727
Berkshire Bank
Massachusetts
$654K +$58.1K +146 +10%
TPA
1728
Trivium Point Advisory
Connecticut
$654K +$274K +690 +72%
CAI
1729
Capital Advisors Inc
Oklahoma
$649K -$31K -78 -5%
CS
1730
Cannell & Spears
New York
$646K
HC
1731
Hamilton Capital
Ohio
$645K -$867K -2,180 -57%
MA
1732
MONECO Advisors
Connecticut
$645K -$37.4K -94 -5%
CIP
1733
Chartwell Investment Partners
Pennsylvania
$643K
SIA
1734
Stegner Investment Associates
Kentucky
$643K +$270K +678 +72%
SQA
1735
Simon Quick Advisors
New Jersey
$642K +$1.19K +3 +0.2%
W
1736
WealthOne
New York
$642K +$144K +361 +29%
SFWA
1737
Summit Financial Wealth Advisors
Louisiana
$641K -$99.8K -266 -13%
NSB
1738
Norway Savings Bank
Maine
$641K +$258K +650 +68%
SHWM
1739
Smith & Howard Wealth Management
Georgia
$639K
HFG
1740
Heron Financial Group
New York
$632K +$18.1K +45 +3%
TNA
1741
True North Advisors
Texas
$629K -$70.8K -178 -10%
IPW
1742
Inlet Private Wealth
Florida
$629K -$39.8K -100 -6%
FNBOO
1743
First National Bank of Omaha
Nebraska
$629K
I2I
1744
Insight 2811 Inc
Illinois
$624K +$17.9K +45 +3%
MIC
1745
Means Investment Company
Maine
$623K +$1.59K +4 +0.3%
BMA
1746
Brooks Moore & Associates
Tennessee
$622K -$199K -500 -24%
LJHT
1747
Laurie J. Hall Trustee
$621K -$12.7K -32 -2%
DDC
1748
DF Dent & Co
Maryland
$618K -$625K -1,570 -50%
TWP
1749
Treybourne Wealth Planners
Indiana
$617K -$53.3K -134 -8%
TFA
1750
TPG Financial Advisors
Oregon
$616K