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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 %
KCA
426
Karn Couzens & Associates
Connecticut
$26.5M +$26.5M +70,632 New
SC
427
Schoolcraft Capital
Colorado
$26.5M -$57.1K -152 -0.2%
SHGA
428
Sand Hill Global Advisors
California
$26.4M -$810K -2,159 -3%
NL
429
NWAM LLC
Washington
$26.4M +$11.6M +30,812 +78%
SAG
430
Spotlight Asset Group
Illinois
$26.4M -$1.38M -3,675 -5%
SCA
431
Snowden Capital Advisors
New York
$26.4M -$562K -1,497 -2%
VFIC
432
Valley Forge Investment Consultants
Pennsylvania
$26.2M +$26.2M +69,864 New
WRF
433
Waddell & Reed Financial
Kansas
$26.2M -$952K -2,535 -4%
CFC
434
Coyle Financial Counsel
Illinois
$26.1M +$118K +315 +0.5%
GSWM
435
Golden State Wealth Management
California
$26.1M +$1.14M +3,032 +5%
HPC
436
Hobart Private Capital
North Carolina
$26M +$4.63M +12,322 +22%
AAMA
437
Advanced Asset Management Advisors
Ohio
$26M – – –
B
438
Bailard
California
$25.9M +$1.21M +3,234 +5%
MM
439
Meridian Management
Arkansas
$25.9M +$926K +2,467 +4%
SAS
440
Sage Advisory Services
Texas
$25.8M +$8.49M +22,622 +49%
CFA
441
Carroll Financial Associates
North Carolina
$25.8M +$392K +1,044 +2%
KTA
442
Keeley-Teton Advisors
Illinois
$25.6M +$72.8K +194 +0.3%
GLA
443
Great Lakes Advisors
Illinois
$25.6M +$2.01M +5,357 +9%
NC
444
NinePointTwo Capital
California
$25.5M +$25.5M +67,822 New
MAS
445
Managed Account Services
Florida
$25.4M -$362K -940 -1%
Cerity Partners
446
Cerity Partners
New York
$25.3M +$14.3M +38,192 +131%
UFA
447
US Financial Advisors
Massachusetts
$25.3M +$25.3M +67,382 New
CCT
448
Country Club Trust
Missouri
$25.2M -$1.8M -4,818 -7%
SMG
449
Spectrum Management Group
Indiana
$25.1M +$1.72M +4,591 +7%
PFM
450
Parsec Financial Management
North Carolina
$25M +$7.71M +20,526 +45%
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