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iShares Core S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
326
Harfst & Associates
Wyoming
$40.8M -$216K -576 -0.5%
MG
327
Mather Group
Illinois
$40.8M -$94.6K -252 -0.2%
Bank Julius Baer & Co
328
Bank Julius Baer & Co
Switzerland
$40.6M -$6.51M -17,336 -14%
TWA
329
TPB Wealth Advisors
Texas
$40.3M +$40.3M +108,000 New
SIM
330
Strategic Investment Management
Virginia
$40M -$966K -2,574 -2%
APSP
331
Asset Planning Services (Pennsylvania)
Pennsylvania
$39.3M -$9.85M -26,227 -20%
BSW
332
Buckingham Strategic Wealth
Missouri
$39.2M +$22.9M +60,950 +140%
WS
333
Wela Strategies
Georgia
$39.2M +$250K +666 +0.6%
WFPG
334
Waller Financial Planning Group
Ohio
$38.4M +$6.03M +16,066 +19%
CFGS
335
Concourse Financial Group Securities
Alabama
$38.4M +$3M +7,992 +8%
HWM
336
HighMark Wealth Management
Minnesota
$38M +$41.7K +111 +0.1%
SAM
337
Securian Asset Management
Minnesota
$37.7M – – –
BBA
338
BLB&B Advisors
Pennsylvania
$37.7M +$1.53M +4,069 +4%
LF
339
Lee Financial
Texas
$37.6M +$422K +1,125 +1%
CPO
340
Cerity Partners OCIO
New York
$37.6M -$215K -574 -0.6%
MIS
341
Morningstar Investment Services
Illinois
$37.1M -$1.76M -4,688 -5%
CWS
342
Cypress Wealth Services
California
$36.9M +$36.9M +98,290 New
DP
343
Divergent Planning
Maryland
$36.8M +$36.8M +98,096 New
WDL
344
Well Done LLC
Michigan
$36.6M +$787K +2,096 +2%
IA
345
IFS Advisors
Kansas
$36.6M +$36.6M +97,496 New
AFA
346
Atlanta Financial Associates
Georgia
$36.5M -$368K -980 -1%
HIMCH
347
Hartford Investment Management Co (HIMCO)
Connecticut
$36.2M +$36.2M +96,550 New
NVCHI
348
New Vernon Capital Holdings II
New Jersey
$36.1M -$12.5M -33,195 -26%
VCM
349
Vision Capital Management
Oregon
$35.8M +$556K +1,482 +2%
KPWG
350
KFA Private Wealth Group
Virginia
$35.5M +$1.21M +3,211 +4%
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