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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 %
CWM
2101
CCG Wealth Management
California
$201K +$201K +505 New
CWA
2102
Clarus Wealth Advisors
Arizona
$200K +$200K +485 New
BSG
2103
Black Swift Group
Colorado
$199K +$199K +501 New
ACM
2104
Allred Capital Management
Texas
$199K +$199K +500 New
DSC
2105
Duncker Streett & Co
Missouri
$193K
HBT
2106
Hills Bank & Trust
Iowa
$192K -$1.2K -3 -0.6%
FFIC
2107
First Fiduciary Investment Counsel
Ohio
$186K +$186K +468 New
VRM
2108
Vectors Research Management
New York
$183K -$27.1K -68 -13%
FWM
2109
Filbrandt Wealth Management
Wisconsin
$183K
FFC
2110
First Financial Corp
Indiana
$172K -$9.53K -24 -5%
GG
2111
Gleason Group
Kentucky
$170K +$796 +2 +0.5%
RWB
2112
RMR Wealth Builders
New Jersey
$165K +$9.54K +24 +6%
BWL
2113
Bogart Wealth LLC
Virginia
$162K +$141K +353 +654%
MAWCM
2114
Mine & Arao Wealth Creation & Management
California
$158K +$69K +173 +78%
CFN
2115
Cordasco Financial Network
Florida
$154K -$13.5K -34 -8%
AWM
2116
Atticus Wealth Management
Florida
$154K -$6.78K -17 -4%
BEI
2117
Benjamin Edwards Inc
Missouri
$152K +$29K +73 +24%
SFA
2118
Stewardship Financial Advisors
Georgia
$149K -$30.3K -76 -17%
MIM
2119
MTM Investment Management
South Carolina
$145K -$15.1K -38 -9%
VNA
2120
Valley National Advisers
Pennsylvania
$144K -$21.9K -55 -13%
IRAG
2121
Investment Research & Advisory Group
Georgia
$141K
NFSG
2122
Newbridge Financial Services Group
Florida
$141K +$83.6K +210 +146%
OSAM
2123
O'Shaughnessy Asset Management
Connecticut
$136K -$85.2K -215 -39%
IBOK
2124
Independence Bank of Kentucky
Kentucky
$136K
MHR
2125
Matthew Hamilton Rosenberg
$136K