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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 %
Daiwa Securities Group
501
Daiwa Securities Group
Japan
$21.2M -$10.8M -28,653 -34%
BAAM
502
Baker Avenue Asset Management
California
$21.1M -$3.02M -8,033 -12%
MCM
503
MV Capital Management
Maryland
$21M +$1.66M +4,413 +9%
SSWM
504
Sheets Smith Wealth Management
North Carolina
$20.9M +$252K +672 +1%
PI
505
Parkside Investments
Illinois
$20.9M +$7.59M +20,225 +57%
22CM
506
20/20 Capital Management
California
$20.8M -$4.04M -10,546 -16%
DCM
507
Dimension Capital Management
Florida
$20.8M -$1.44M -3,827 -6%
CGA
508
Crescent Grove Advisors
Illinois
$20.6M +$3.95M +10,516 +24%
KFA
509
Kelleher Financial Advisors
New York
$20.6M +$112K +298 +0.5%
AB
510
Amalgamated Bank
New York
$20.1M +$595K +1,584 +3%
RFP
511
Roth Financial Partners
Texas
$20.1M +$20.1M +53,428 New
TCM
512
Towercrest Capital Management
Pennsylvania
$19.9M +$752 +2 +0%
FFA
513
First Foundation Advisors
California
$19.8M +$3.46M +9,221 +21%
CTA
514
Colonial Trust Advisors
South Carolina
$19.8M +$257K +684 +1%
BPCE
515
Bank Pictet & Cie (Europe)
Germany
$19.8M +$13.1M +34,800 +195%
DZ Bank
516
DZ Bank
Germany
$19.8M -$291K -776 -1%
CWM
517
Campbell Wealth Management
Virginia
$19.7M +$65.7K +175 +0.3%
BOS
518
Bank of Stockton
California
$19.7M +$593K +1,579 +3%
IFA
519
Interactive Financial Advisors
Illinois
$19.7M -$1.32M -3,510 -6%
RWA
520
Ropes Wealth Advisors
Massachusetts
$19.7M +$2.49M +6,624 +14%
ECG
521
Edge Capital Group
Georgia
$19.6M -$839K -2,236 -4%
State Street
522
State Street
Massachusetts
$19.5M +$324K +862 +2%
WP
523
WealthShield Partners
North Carolina
$19.3M +$4.96M +13,213 +34%
AWM
524
Avondale Wealth Management
Texas
$19.3M -$368K -980 -2%
WJA
525
Willis Johnson & Associates
Texas
$19.3M +$19.3M +51,486 New
19 20
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