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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 %
ODIJL
1926
One Day In July LLC
Vermont
$385K +$385K +967 New
BRWM
1927
B. Riley Wealth Management
Tennessee
$384K -$23.1K -58 -6%
G
1928
Gainplan
Michigan
$380K -$6.76K -17 -2%
NRI
1929
NFP Retirement Inc
California
$380K -$1.48M -3,712 -80%
MAG
1930
MRA Advisory Group
New Jersey
$378K -$123K -309 -25%
ST
1931
Sabal Trust
Florida
$378K +$89.6K +225 +31%
CFFP
1932
Center for Financial Planning
Michigan
$377K -$29.8K -75 -7%
ONST
1933
Old North State Trust
North Carolina
$376K -$14.7K -37 -4%
SA
1934
Silversage Advisors
California
$375K -$392K -987 -51%
FWM
1935
Foresight Wealth Management
Utah
$373K
MAS
1936
Madden Advisory Services
Florida
$372K +$84.4K +212 +29%
AWA
1937
Acorn Wealth Advisors
Michigan
$365K -$1.2K -3 -0.3%
VPIM
1938
Vanguard Personalized Indexing Management
California
$362K
OCM
1939
Oakwood Capital Management
California
$361K -$505K -1,269 -58%
FA
1940
FMA Advisory
Pennsylvania
$361K +$1.19K +3 +0.3%
SIM
1941
Sadoff Investment Management
Wisconsin
$360K
TP
1942
Truvvo Partners
New York
$360K
AWA
1943
ARS Wealth Advisors
Florida
$360K
FANJ
1944
Financial Architects (New Jersey)
New Jersey
$360K +$132K +331 +58%
TW
1945
TrinityPoint Wealth
Connecticut
$358K
KCPG
1946
Kavar Capital Partners Group
Kansas
$354K +$75.7K +190 +27%
TCM
1947
Tandem Capital Management
New Jersey
$351K
HTHT
1948
Hemenway Trust Hemenway Trust
New Hampshire
$350K -$13.9K -35 -4%
CP
1949
Covenant Partners
Tennessee
$348K
BFM
1950
Boston Financial Management
Massachusetts
$348K +$10.3K +26 +3%