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iShares Core S&P 500 ETF

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
EPA
251
Element Pointe Advisors
Florida
$54.9M +$952K +2,536 +2%
MHS
252
M Holdings Securities
Oregon
$54.8M +$1.01M +2,702 +2%
SCA
253
St. Clair Advisors
Ohio
$54.5M +$54.5M +145,192 New
DADC
254
D.A. Davidson & Co
Montana
$54.5M -$645K -1,719 -1%
WCF
255
West Coast Financial
California
$54.3M +$1.23M +3,279 +2%
Sumitomo Mitsui Trust Group
256
Sumitomo Mitsui Trust Group
Japan
$54.1M +$6.08M +16,190 +13%
SWA
257
SFMG Wealth Advisors
Texas
$53.9M +$577K +1,537 +1%
GT
258
Glenmede Trust
Pennsylvania
$53.8M -$1.54M -4,092 -3%
LNC
259
Lincoln National Corp
Pennsylvania
$53.7M -$3.44M -9,174 -6%
SPP
260
Single Point Partners
Massachusetts
$53.6M +$3.29M +8,769 +7%
MLIC
261
Mandatum Life Insurance Company
Finland
$53.4M +$1.32M +3,504 +3%
WAG
262
Winthrop Advisory Group
Massachusetts
$52.6M +$5.19M +13,814 +11%
HCA
263
Heck Capital Advisors
Wisconsin
$52.1M -$491K -1,308 -0.9%
CC
264
Courier Capital
New York
$52M +$48.4K +129 +0.1%
SWP
265
Stratos Wealth Partners
Ohio
$51.8M -$3.36M -8,964 -6%
HS
266
Horan Securities
United States
$51.8M +$1.25M +3,319 +2%
USAA
267
United Services Automobile Association
Texas
$51.4M -$33.1M -104,820 -39%
ONB
268
Old National Bancorp
Indiana
$51.1M +$26.7K +71 +0.1%
NA
269
Nottingham Advisors
New York
$51.1M -$3.38K -9 -0%
FCFC
270
First Commonwealth Financial Corp
Pennsylvania
$51M -$891K -2,373 -2%
PWA
271
Physician Wealth Advisors
Utah
$51M -$12.5M -31,886 -20%
KFP
272
KMG Fiduciary Partners
Ohio
$50.5M +$1.34M +3,585 +3%
MFW
273
Meristem Family Wealth
Minnesota
$50.1M -$2.48M -6,607 -5%
Deutsche Bank
274
Deutsche Bank
Germany
$50M -$31.5M -83,837 -39%
BF
275
BOK Financial
Oklahoma
$50M -$1.47M -3,919 -3%