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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 %
4WM
526
4J Wealth Management
Virginia
$19.3M +$19.3M +51,303 New
CFGF
527
Compass Financial Group (Florida)
Florida
$19.2M +$533K +1,419 +3%
TA
528
Tectonic Advisors
Texas
$19M +$19M +50,656 New
BCM
529
BTC Capital Management
Iowa
$18.9M +$3.07M +8,186 +19%
WAAG
530
Wealth Alliance Advisory Group
Kansas
$18.8M -$2.47M -6,570 -12%
GCA
531
Gradient Capital Advisors
California
$18.8M -$1.17M -3,128 -6%
ATC
532
Argent Trust Co
Tennessee
$18.8M +$3.26M +8,694 +21%
QCG
533
Quadrant Capital Group
Ohio
$18.8M -$80.7K -215 -0.4%
DA
534
Doliver Advisors
Texas
$18.8M -$10.4M -27,817 -36%
WHG
535
Westwood Holdings Group
Texas
$18.7M -$4.73M -12,607 -20%
CWG
536
Cornerstone Wealth Group
North Carolina
$18.7M -$1.07M -2,853 -5%
RPC
537
Rossmore Private Capital
Connecticut
$18.4M +$1.46M +3,866 +9%
BA
538
Ballew Advisors
Mississippi
$18.3M -$284K -747 -2%
EAM
539
Erste Asset Management
Austria
$18.3M -$2.84M -7,600 -13%
EWM
540
Evermay Wealth Management
Virginia
$18.2M +$412K +1,098 +2%
AFG
541
Arkansas Financial Group
Arkansas
$18.1M +$193K +515 +1%
BWCS
542
Beirne Wealth Consulting Services
Connecticut
$18M -$49.6K -132 -0.3%
SBL
543
Sargent Bickham Lagudis
Colorado
$17.9M -$8.1M -21,565 -31%
KCM
544
Kanawha Capital Management
Virginia
$17.8M +$465K +1,238 +3%
WCM
545
Windsor Capital Management
Arizona
$17.7M -$1.07M -2,854 -6%
RA
546
Riverstone Advisors
Texas
$17.7M -$560K -1,492 -3%
SXL
547
Summit X LLC
Missouri
$17.6M -$2.01M -5,337 -10%
CA
548
Clearstead Advisors
Ohio
$17.6M +$810K +2,157 +5%
K
549
Kemper
Illinois
$17.5M – – –
SMH
550
Sanders Morris Harris
Texas
$17.4M +$15.5M +40,692 +807%
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