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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 %
SFS
276
Sowell Financial Services
Arkansas
$49.7M +$3.96M +10,558 +9%
AI
277
Accredited Investors
Minnesota
$49.7M -$1.09M -2,893 -2%
RTS
278
Round Table Services
New Jersey
$49.5M +$24.6M +65,593 +99%
WA
279
Wealth Architects
California
$49.4M -$886K -2,361 -2%
EMPI
280
Elo Mutual Pension Insurance
Finland
$49.1M -$671M -1,787,000 -93%
PWLP
281
Prio Wealth Limited Partnership
Massachusetts
$48.9M +$1.09M +2,905 +2%
BS
282
Banco Santander
Spain
$48.5M +$710K +1,892 +1%
TLFA
283
True Link Financial Advisors
California
$48.4M +$48.4M +128,902 New
CB
284
Community Bank
New York
$48.1M +$204K +544 +0.4%
MFA
285
Mayflower Financial Advisors
Massachusetts
$48M +$48M +127,988 New
STA
286
Summit Trail Advisors
New York
$47.9M +$447K +1,191 +0.9%
HCMT
287
Highland Capital Management (Tennessee)
Tennessee
$47.2M -$1.04M -2,758 -2%
RCM
288
Requisite Capital Management
Texas
$47.1M +$7.18M +19,131 +18%
FWCM
289
Ferguson Wellman Capital Management
Oregon
$47.1M +$597K +1,589 +1%
SFS
290
Summit Financial Strategies
Ohio
$46.8M -$874K -2,328 -2%
ETS
291
ESL Trust Services
New York
$46.7M +$26.3K +70 +0.1%
PIM
292
Parker Investment Management
California
$46.2M -$187K -497 -0.4%
DSA
293
Droms Strauss Advisors
Missouri
$46.1M +$329K +876 +0.7%
CCC
294
Crescent Capital Consulting
Louisiana
$46.1M +$46.1M +122,720 New
NCM
295
Narwhal Capital Management
Georgia
$46M -$562K -1,498 -1%
SIA
296
Sovereign Investment Advisors
Arizona
$45.4M +$190K +505 +0.4%
PP
297
Palladium Partners
Virginia
$45M +$605K +1,611 +1%
DCM
298
DeGreen Capital Management
Arizona
$44.7M +$3.33M +8,859 +8%
CS
299
Comerica Securities
Michigan
$44.4M +$3.98M +10,615 +10%
NEPPG
300
New England Professional Planning Group
Rhode Island
$44.1M -$185K -492 -0.4%