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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 %
RCA
376
Resonant Capital Advisors
Wisconsin
$31.6M +$2.58M +6,862 +9%
BWA
377
BDO Wealth Advisors
Florida
$31.6M -$2.69M -7,158 -8%
IWM
378
IHT Wealth Management
Illinois
$31.4M -$895K -2,385 -3%
TVAMP
379
Tennessee Valley Asset Management Partners
Tennessee
$31.1M +$16M +42,663 +106%
APA
380
American Portfolios Advisors
New York
$31.1M -$9.47M -25,217 -23%
BFA
381
Bluestem Financial Advisors
Illinois
$31M +$253K +675 +0.8%
OFG
382
Oxford Financial Group
Indiana
$30.9M -$1.54M -4,102 -5%
MWM
383
MBE Wealth Management
Wisconsin
$30.8M -$6.59M -17,565 -18%
SAF
384
Smith Anglin Financial
Texas
$30.8M +$30.8M +82,136 New
BWM
385
BT Wealth Management
Georgia
$30.6M +$3.82M +10,185 +14%
SHJ
386
Sharkey, Howes & Javer
Colorado
$30.4M +$3.82M +10,163 +14%
CSWG
387
Cardinal Strategic Wealth Guidance
Kentucky
$30.3M +$1.51M +4,029 +5%
EWM
388
Evercore Wealth Management
New York
$30.2M +$2.94M +7,826 +11%
MIAN
389
Mariner Independent Advisor Network
Kansas
$30.2M +$9.01M +23,997 +43%
FPGK
390
Financial Partners Group (Kansas)
Kansas
$30.1M +$1.84M +4,784 +7%
JWCA
391
J.W. Cole Advisors
Florida
$30M +$8.15M +21,710 +37%
IDA
392
Intelligence Driven Advisers
California
$29.8M -$785K -2,091 -3%
WWM
393
Wiser Wealth Management
Georgia
$29.8M +$29.8M +79,412 New
CWM
394
Cranbrook Wealth Management
Michigan
$29.6M -$541K -1,442 -2%
RhumbLine Advisers
395
RhumbLine Advisers
Massachusetts
$29.5M -$23.4M -62,249 -44%
AWM
396
AAF Wealth Management
Massachusetts
$29.4M +$29.4M +78,430 New
ST
397
Smithfield Trust
Pennsylvania
$29.4M +$2.92M +7,788 +11%
FCBT
398
First Citizens Bank & Trust
North Carolina
$29.4M -$311K -828 -1%
MWC
399
MKD Wealth Coaches
Michigan
$29.3M +$7.8M +20,781 +36%
FCH
400
Freestone Capital Holdings
Washington
$29.2M -$149K -396 -0.5%
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