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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 %
WW
1901
Westshore Wealth
California
$413K +$413K +1,038 New
HCIA
1902
Hochman Cole Investment Advisors
Illinois
$412K +$126K +316 +44%
SHA
1903
Seneca House Advisors
Virginia
$411K -$20.3K -51 -5%
SWA
1904
Sutton Wealth Advisors
Florida
$410K +$2.79K +7 +0.7%
FM
1905
Foster & Motley
Ohio
$410K +$85.2K +214 +26%
SEEDPG
1906
S.E.E.D. Planning Group
New York
$410K +$410K +1,031 New
LC
1907
Lindbrook Capital
California
$409K -$41.4K -104 -9%
DI
1908
DFPG Investments
Utah
$409K +$126K +310 +45%
FPB
1909
First PREMIER Bank
South Dakota
$408K
BCM
1910
Bayesian Capital Management
New York
$407K -$195K -489 -32%
AWM
1911
Aberdeen Wealth Management
Illinois
$407K
RP
1912
Riverbridge Partners
Minnesota
$406K -$3.67M -9,217 -90%
CC
1913
Callan Capital
California
$406K
FFWM
1914
Future Financial Wealth Management
Ohio
$406K
LJAC
1915
L.J. Altfest & Co
New York
$405K -$62.8K -158 -13%
OHIS
1916
Oak Harvest Investment Services
Texas
$404K +$3.58K +9 +0.9%
SEIA
1917
Signature Estate & Investment Advisors
California
$404K +$404K +1,014 New
BMD
1918
Better Money Decisions
New Mexico
$399K +$399K +1,004 New
EB
1919
Eastern Bank
Massachusetts
$398K
TPW
1920
TL Private Wealth
Texas
$397K -$26K -63 -6%
WIC
1921
Woodmont Investment Counsel
Tennessee
$393K
AIM
1922
AMI Investment Management
Indiana
$392K
GC
1923
Garde Capital
Washington
$390K -$9.94K -25 -2%
CPA
1924
Clear Perspective Advisors
Illinois
$388K +$31K +78 +9%
LOPW
1925
Live Oak Private Wealth
North Carolina
$386K -$200K -503 -34%