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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 %
PA
476
Parallel Advisors
California
$23.1M -$5.61M -14,952 -20%
FHC
477
First Horizon Corporation
Tennessee
$23M -$1.02M -2,727 -4%
MWA
478
Meridian Wealth Advisors
Texas
$23M +$1.33M +3,552 +6%
SIAM
479
Sterling Investment Advisors (Missouri)
Missouri
$22.7M +$315K +838 +1%
EPM
480
Elm Partners Management
Pennsylvania
$22.7M -$1.3M -3,467 -5%
HT
481
Hefren-Tillotson
Pennsylvania
$22.6M +$4.29M +11,438 +23%
FWM
482
Fairhaven Wealth Management
Illinois
$22.6M +$997K +2,655 +5%
SA
483
Stewardship Advisors
Pennsylvania
$22.5M +$17.9M +47,778 +391%
PHAM
484
Palisades Hudson Asset Management
Florida
$22.5M +$44.3K +118 +0.2%
GW
485
GW & Wade
Massachusetts
$22.4M +$6.62M +17,627 +42%
OWM
486
Orgel Wealth Management
Wisconsin
$22.3M +$2.34M +6,233 +12%
VIM
487
VCU Investment Management
Virginia
$22.3M
W
488
WealthStone
Ohio
$22.1M +$490K +1,305 +2%
CIA
489
Capital Investment Advisors
Georgia
$21.8M -$862K -2,295 -4%
RJT
490
Raymond James Trust
Florida
$21.8M +$4.48M +11,942 +26%
FFN
491
Focus Financial Network
Minnesota
$21.8M +$1.66M +4,429 +8%
MSWMA
492
Market Street Wealth Management Advisors
Indiana
$21.8M +$430K +1,145 +2%
LWA
493
Lineweaver Wealth Advisors
Ohio
$21.7M +$577K +1,538 +3%
TA
494
Tiedemann Advisors
New York
$21.6M -$443K -1,179 -2%
I
495
INVST
Indiana
$21.5M -$12.5M -33,266 -37%
RFO
496
RiverGlades Family Offices
Florida
$21.4M +$553K +1,472 +3%
SMC
497
Smith, Moore & Co
Missouri
$21.4M -$336K -895 -2%
CC
498
Cadinha & Co
Hawaii
$21.4M -$470K -1,252 -2%
IF
499
Ironwood Financial
Arizona
$21.3M +$4.71M +12,555 +28%
PAG
500
Pinnacle Advisory Group
Maryland
$21.2M -$116K -309 -0.5%