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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 %
TAM
1951
Tocqueville Asset Management
New York
$347K
UBG
1952
United Bank (Georgia)
Georgia
$340K -$11.5K -29 -3%
DAM
1953
Delta Asset Management
Tennessee
$336K
AIC
1954
Archer Investment Corporation
Indiana
$335K +$3.18K +8 +1%
BHTS
1955
Bar Harbor Trust Services
Maine
$334K -$795 -2 -0.2%
RIG
1956
Roosevelt Investment Group
New York
$334K +$334K +839 New
UFF
1957
USA Financial Formulas
Michigan
$333K -$21.1K -53 -6%
PFM
1958
Patton Fund Management
Texas
$332K -$1.56M -3,927 -82%
IHWM
1959
Iron Horse Wealth Management
Iowa
$330K
WIA
1960
Wealthstreet Investment Advisors
Texas
$329K
AIA
1961
Alera Investment Advisors
Illinois
$329K
PD
1962
Planning Directions
Pennsylvania
$328K -$24.3K -61 -7%
RCS
1963
Retirement Capital Strategies
California
$328K +$328K +824 New
AHB
1964
Abner Herrman & Brock
New Jersey
$327K +$70.7K +178 +28%
AIM
1965
Avity Investment Management
Connecticut
$326K -$19.9K -50 -6%
HWA
1966
Hilltop Wealth Advisors
North Carolina
$326K -$7.95K -20 -2%
EIA
1967
Edgemoor Investment Advisors
Maryland
$324K +$10.7K +27 +3%
SAM
1968
Seelaus Asset Management
New Jersey
$322K -$55.7K -140 -15%
AWM
1969
AllSquare Wealth Management
New York
$322K -$5.57K -14 -2%
ST
1970
Spinnaker Trust
Maine
$321K +$61.3K +154 +24%
NCM
1971
Neumann Capital Management
California
$318K
FNBOMD
1972
First National Bank of Mount Dora
Florida
$318K
ZIM
1973
Zacks Investment Management
Illinois
$318K +$1.19K +3 +0.4%
CCM
1974
Crossvault Capital Management
Texas
$316K +$316K +795 New
ZIG
1975
Zuckerman Investment Group
Illinois
$314K +$61.6K +155 +24%