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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 %
VFA
301
Voya Financial Advisors
Connecticut
$44.1M -$4.03M -10,783 -8%
Millennium Management
302
Millennium Management
New York
$44M +$34.4M +91,706 +360%
BPA
303
Beacon Pointe Advisors
California
$43.9M -$4.9M -13,051 -10%
BOCM
304
Bontempo Ohly Capital Management
Maryland
$43.8M +$621K +1,655 +1%
MCC
305
Money Concepts Capital
Florida
$43.3M +$43.3M +115,365 New
CS
306
Credit Suisse
Switzerland
$43.2M +$6.86M +18,281 +19%
BHWM
307
Bar Harbor Wealth Management
New Hampshire
$43M -$751K -2,001 -2%
PFG
308
PAX Financial Group
Texas
$42.9M -$115K -307 -0.3%
RIA
309
Regal Investment Advisors
Michigan
$42.9M +$36.9M +98,297 +618%
P3I
310
Progeny 3 Inc
Washington
$42.8M +$185K +494 +0.4%
CA
311
Cambridge Associates
Massachusetts
$42.7M -$6.63M -17,656 -13%
EIA
312
Eldridge Investment Advisors
New Hampshire
$42.7M -$1.25M -3,335 -3%
CI
313
CX Institutional
Indiana
$42.5M +$280K +745 +0.7%
CWM
314
Cornerstone Wealth Management
Missouri
$42.5M -$301K -802 -0.7%
AIIMS
315
Analyst IMS Investment Management Services
Israel
$42.5M +$6.39M +17,021 +18%
JWM
316
Janiczek Wealth Management
Colorado
$42.5M -$16.3M -43,321 -28%
A
317
AdvicePeriod
California
$42.1M -$860K -2,292 -2%
MA
318
Mutual Advisors
Nebraska
$42.1M -$2.11M -5,610 -5%
HWA
319
Heritage Way Advisors
Illinois
$41.9M +$486K +1,294 +1%
EHPM
320
Emery Howard Portfolio Management
California
$41.6M -$814K -2,168 -2%
FNBT
321
FineMark National Bank & Trust
Florida
$41.5M +$1.94M +5,170 +5%
Arrowstreet Capital
322
Arrowstreet Capital
Massachusetts
$41.4M +$12.4M +32,900 +43%
IWP
323
Icon Wealth Partners
Texas
$41.3M +$4.11M +10,939 +11%
OC
324
Oppenheimer & Co
New York
$41M +$2.67M +7,111 +7%
PSUF
325
People's United Financial
Connecticut
$40.9M -$2.84M -7,560 -6%