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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 %
SPIA
201
Steward Partners Investment Advisory
New York
$81.1M -$107K -270 -0.1%
SWA
202
SFMG Wealth Advisors
Texas
$81M +$23.9M +60,122 +42%
SPP
203
Single Point Partners
Massachusetts
$81M +$23.6M +58,743 +41%
Mitsubishi UFJ Trust & Banking
204
Mitsubishi UFJ Trust & Banking
Japan
$80.7M -$24M -60,260 -23%
SAM
205
Satovsky Asset Management
New York
$79.9M +$2.59M +6,500 +3%
CFIA
206
Cantor Fitzgerald Investment Advisors
New York
$78.9M -$213K -567 -0.3%
GSAM
207
Grant Street Asset Management
Pennsylvania
$78.9M -$381K -958 -0.5%
FCB
208
First Command Bank
Texas
$78.3M +$3.76M +9,458 +5%
FCFS
209
First Command Financial Services
Texas
$78.3M +$3.76M +9,458 +5%
CIM
210
CIM Investment Management
Pennsylvania
$77.1M +$669K +1,681 +0.9%
RWM
211
RKL Wealth Management
Pennsylvania
$76.9M +$297K +747 +0.4%
SG
212
Swarthmore Group
Pennsylvania
$76.6M +$72.1M +181,201 +1,597%
BWM
213
Baystate Wealth Management
Massachusetts
$76.3M +$38.8M +97,553 +103%
WBG
214
Wharton Business Group
Pennsylvania
$75.5M -$105K -265 -0.1%
HIH
215
HRS Investment Holdings
New York
$74.5M
ABTD
216
Arvest Bank Trust Division
Oklahoma
$74.4M -$8.08M -20,308 -10%
BWP
217
BSW Wealth Partners
Colorado
$74.4M +$6.1M +15,339 +9%
PFM
218
Phillips Financial Management
Indiana
$74.3M +$1.9M +4,780 +3%
BCI
219
Brinker Capital Investments
Pennsylvania
$73.6M +$69.4M +174,456 +1,656%
AII
220
AGF Investments Inc
Ontario, Canada
$72M -$16.5M -41,358 -19%
BDF
221
Balasa Dinverno & Foltz
$71.4M -$2.04M -5,122 -3%
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$70.1M -$26.3M -66,075 -27%
BFPW
223
BOK Financial Private Wealth
Colorado
$67.9M -$2.5M -6,288 -4%
FMWA
224
Forvis Mazars Wealth Advisors
Missouri
$67.5M -$2.67M -6,704 -4%
BCM
225
Brookstone Capital Management
Illinois
$67.3M +$2.17M +5,460 +3%