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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 %
AIP
351
Ameritas Investment Partners
Nebraska
$35.5M +$1.13M +2,997 +3%
CWA
352
Core Wealth Advisors
Florida
$35.5M +$2.2M +5,869 +7%
BWM
353
Baystate Wealth Management
Massachusetts
$35.4M -$244K -651 -0.7%
JF
354
JSF Financial
California
$34.8M -$56.3K -150 -0.2%
CG
355
Colony Group
Massachusetts
$34.8M -$273K -726 -0.8%
CPSAC
356
Chas P. Smith & Associates (CPS)
Florida
$34.7M +$258K +687 +0.7%
HNB
357
Huntington National Bank
Ohio
$34.6M -$26.6M
WCM
358
Windham Capital Management
Massachusetts
$34.5M
MGIA
359
Moneta Group Investment Advisors
Missouri
$34.4M -$1.03M -2,749 -3%
AL
360
Aspiriant LLC
California
$34.4M +$1.57M +4,186 +5%
PA
361
Pinnacle Associates
New York
$34.1M -$2.17M -5,777 -6%
GIM
362
Goelzer Investment Management
Indiana
$34M +$2.18M +5,811 +7%
CCWA
363
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.6M +$1.76M +4,697 +6%
KWMG
364
King Wealth Management Group
Florida
$33.4M +$298K +794 +0.9%
SYBT
365
Stock Yards Bank & Trust
Kentucky
$33.4M +$3.17M +8,442 +10%
CIBC World Market
366
CIBC World Market
Ontario, Canada
$33.1M -$7.44M -19,828 -18%
TCM
367
TD Capital Management
Tennessee
$33.1M +$239K +636 +0.7%
FWA
368
FOCUS Wealth Advisors
Texas
$33.1M +$33.1M +88,065 New
PI
369
Pachira Investments
California
$32.8M -$49.2K -131 -0.1%
MCWS
370
McKinley Carter Wealth Services
West Virginia
$32.7M +$9.15M +24,368 +39%
WTC
371
WhitTier Trust Company
Nevada
$32.6M +$2.61M +6,954 +9%
BA
372
Bellwether Advisors
Nebraska
$32.3M +$32.3M +86,060 New
PFA
373
Pettinga Financial Advisors
Indiana
$32.2M +$3.31M +8,805 +11%
FWM
374
FFT Wealth Management
Pennsylvania
$32.1M -$128K -340 -0.4%
FIG
375
Freed Investment Group
Massachusetts
$31.9M +$31.9M +85,053 New