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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 %
TNAM
2001
Terra Nova Asset Management
New York
$282K +$794 +2 +0.3%
OBWP
2002
O'Brien Wealth Partners
Massachusetts
$281K
DAC
2003
Dividend Assets Capital
South Carolina
$281K
RE
2004
RBC Europe
United Kingdom
$281K -$56.1K -141 -17%
OAM
2005
Oppenheimer Asset Management
New York
$279K +$279K +702 New
HHAA
2006
Henry H. Armstrong Associates
Pennsylvania
$278K
STCOSD
2007
Sageworth Trust Company of South Dakota
South Dakota
$278K
CRWM
2008
Castle Rock Wealth Management
California
$277K -$7.46K -18 -3%
TW
2009
Towerpoint Wealth
California
$277K
MA
2010
Mezzasalma Advisors
New Jersey
$276K -$5.16K -13 -2%
AIC
2011
Argus Investors Counsel
New York
$276K
CI
2012
Clal Insurance
Israel
$276K +$276K +692 New
CNC
2013
Camden National Corporation
Maine
$276K +$276K +695 New
CNB
2014
Camden National Bank
Maine
$276K +$276K +695 New
DP
2015
DDD Partners
Washington
$274K
CWM
2016
Cedar Wealth Management
California
$273K
NSAM
2017
North Star Asset Management
Wisconsin
$271K
BWM
2018
BNC Wealth Management
Oregon
$270K +$795 +2 +0.3%
MMG
2019
Monetary Management Group
Missouri
$268K
LIG
2020
Lokken Investment Group
Delaware
$267K -$9.15K -23 -3%
NG
2021
NWK Group
California
$267K -$2.79K -7 -1%
KFS
2022
Kaizen Financial Strategies
California
$265K -$116K -291 -30%
LF
2023
LifeSteps Financial
California
$265K
PAM
2024
Private Asset Management
California
$265K +$265K +665 New
CC
2025
Copperleaf Capital
North Carolina
$263K -$91.7K -230 -26%