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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 %
CA
1851
Claro Advisors
Massachusetts
$464K -$1.11M -2,796 -71%
Luther King Capital Management (LKCM)
1852
Luther King Capital Management (LKCM)
Texas
$464K -$230K
MWM
1853
Minot Wealth Management
Massachusetts
$464K +$52.1K +131 +13%
BFG
1854
Bouchey Financial Group
New York
$461K +$71.9K +181 +18%
ACM
1855
Ategra Capital Management
Virginia
$461K +$172K +431 +59%
SFP
1856
Strategic Financial Planning
Texas
$457K
AIP
1857
ARS Investment Partners
New York
$454K -$42.6K -107 -9%
TC
1858
Tatro Capital
Kentucky
$454K
CCG
1859
Chatham Capital Group
Georgia
$454K
CCP
1860
Clarkston Capital Partners
Michigan
$452K +$375K +944 +489%
TAM
1861
Taurus Asset Management
New York
$450K -$169K -425 -27%
HDIM
1862
Hanson & Doremus Investment Management
Vermont
$450K
BP
1863
BBR Partners
New York
$450K +$450K +1,132 New
APWA
1864
Atlas Private Wealth Advisors
New Jersey
$448K -$44.1K -111 -9%
MMPW
1865
Mitchell McLeod Pugh & Williams
Alabama
$448K +$54.9K +138 +14%
KFS
1866
Kurt F. Somerville
$447K
PWA
1867
Providence Wealth Advisors
Illinois
$447K +$7.96K +20 +2%
TAM
1868
Townsend Asset Management
North Carolina
$447K +$80.4K +202 +22%
MG
1869
MilWealth Group
Wisconsin
$443K
SW
1870
SlateStone Wealth
Florida
$443K -$30.6K -77 -6%
RPSA
1871
Richard P. Slaughter Associates
Texas
$442K -$110K -276 -20%
HIMC
1872
Heritage Investors Management Corp
Maryland
$442K -$39.7K -100 -8%
MAM
1873
McLean Asset Management
Virginia
$442K +$44.9K +107 +11%
SC
1874
Searle & Co
Connecticut
$441K
LWP
1875
Legacy Wealth Planning
Nevada
$440K -$54.1K -136 -11%