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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 %
TSA
451
Tri-Star Advisors
Texas
$25M +$6M +15,778 +32%
OEP
452
Ocean Endowment Partners
Illinois
$24.9M -$30.2M -116,987 -55%
BIM
453
Bridges Investment Management
Nebraska
$24.7M -$329K -876 -1%
WAOI
454
Wealth Advisors of Iowa
Iowa
$24.6M +$8.58M +22,845 +54%
BRWA
455
B. Riley Wealth Advisors
Florida
$24.6M -$9.32M -24,816 -27%
BRC
456
BHF RG Capital
Arizona
$24.5M +$292K +779 +1%
HMC
457
Harvard Management Company
Massachusetts
$24.3M
RSWM
458
Robertson Stephens Wealth Management
California
$24.2M +$1.6M +4,261 +7%
VOYA Investment Management
459
VOYA Investment Management
Georgia
$24.2M +$961K +2,561 +4%
HI
460
Hudock Inc
Pennsylvania
$24M +$747K +1,989 +3%
HFA
461
High Falls Advisors
New York
$23.9M +$6.75M +17,987 +39%
GPA
462
Guidance Point Advisors
Massachusetts
$23.9M +$1.24M +3,299 +5%
RDFA
463
Ritter Daniher Financial Advisory
Ohio
$23.9M +$23.9M +63,614 New
BAM
464
Beaumont Asset Management
Texas
$23.8M +$535K +1,424 +2%
BIAS
465
Beacon Investment Advisory Services
New Jersey
$23.8M -$593K -1,579 -2%
BBHBI
466
B, B, H, & B Inc
Alabama
$23.7M +$23.7M +63,229 New
NPF
467
Norris Perne & French
Michigan
$23.7M -$1.1M -2,922 -4%
MA
468
MCF Advisors
Kentucky
$23.6M +$450K +1,199 +2%
ANB
469
Amarillo National Bank
Texas
$23.6M -$395K -1,052 -2%
WTB
470
Washington Trust Bank
Washington
$23.5M
IAN
471
Integrated Advisors Network
Texas
$23.5M +$4.52M +12,035 +24%
Fidelity International
472
Fidelity International
Bermuda
$23.5M -$1.29M -3,447 -5%
SWMG
473
Strategic Wealth Management Group
Maryland
$23.5M +$1.03M +2,755 +5%
AA
474
Ancora Advisors
Ohio
$23.3M +$983K +2,620 +4%
CA
475
Centerpoint Advisors
Massachusetts
$23.2M +$576K +1,534 +3%