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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 %
QC
1826
QCM Cayman
Texas
$497K +$201K +504 +68%
1832 Asset Management
1827
1832 Asset Management
Ontario, Canada
$496K
CPW
1828
Catalyst Private Wealth
California
$494K
PIG
1829
Pantheon Investment Group
California
$494K +$35.8K +90 +8%
OWA
1830
Octavia Wealth Advisors
Ohio
$491K -$221K -556 -31%
HFS
1831
Haverford Financial Services
Pennsylvania
$487K -$71.2K -179 -13%
LDB
1832
Lee, Danner & Bass
Tennessee
$486K
NS
1833
Newman & Schimel
Illinois
$486K +$17.9K +45 +4%
FAT
1834
First American Trust
California
$483K +$123K +309 +34%
EP
1835
Edgestream Partners
New Jersey
$481K -$6.4M -16,081 -93%
HR
1836
Hayden Royal
North Carolina
$478K -$582K -1,464 -55%
BFO
1837
Biltmore Family Office
North Carolina
$477K -$18.7K -47 -4%
FAM
1838
Fenimore Asset Management
New York
$477K +$477K +1,200 New
BCMO
1839
Buckingham Capital Management (Ohio)
Ohio
$475K -$10.4K -26 -2%
FCM
1840
Firestone Capital Management
Florida
$475K +$101K +255 +27%
WCFA
1841
Walkner Condon Financial Advisors
Wisconsin
$473K +$118K +296 +33%
TCOO
1842
Trust Company of Oklahoma
Oklahoma
$472K
GA
1843
GoalVest Advisory
New York
$472K -$353K -887 -43%
MPIA
1844
Mountain Pacific Investment Advisers
Idaho
$471K
PS
1845
Portfolio Strategies
New York
$470K
SCM
1846
Seascape Capital Management
New Hampshire
$468K -$221K -556 -32%
DC
1847
Defender Capital
North Carolina
$468K +$796 +2 +0.2%
ZIG
1848
Zurich Insurance Group
Switzerland
$467K -$96.2K -230 -17%
WF
1849
WoodTrust Financial
Wisconsin
$467K
Legal & General Group
1850
Legal & General Group
United Kingdom
$465K -$199K -500 -30%