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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 %
IC
551
IEQ Capital
California
$17.3M +$532K +1,417 +3%
WCM
552
WealthBridge Capital Management
Ohio
$17.3M +$562K +1,498 +3%
RA
553
Rational Advisors
New York
$17.1M -$16.9M -45,137 -50%
SC
554
SouthState Corp
Florida
$17.1M -$4.51K -12 -0%
MYIA
555
Mount Yale Investment Advisors
Colorado
$17M +$1.59M +4,232 +10%
SIA
556
Soltis Investment Advisors
Utah
$17M +$3.64M +9,703 +27%
FFM
557
Fullerton Fund Management
Singapore
$17M +$16.9M +44,984 +26,002%
WSFS
558
Wilmington Savings Fund Society
Delaware
$16.9M -$591K -1,574 -3%
EA
559
Efficient Advisors
Ohio
$16.9M -$1.4M -3,717 -8%
GL
560
Graypoint LLC
New York
$16.7M +$1.08M +2,881 +7%
KWP
561
Keystone Wealth Partners
Arizona
$16.5M +$16.5M +43,874 New
BFA
562
Beaumont Financial Advisors
Massachusetts
$16.5M -$6.45M -17,171 -28%
LNB
563
Ledyard National Bank
$16.4M +$1.72M +4,581 +12%
TW
564
Transform Wealth
Colorado
$16.3M +$7.85M +20,912 +93%
HC
565
Hoese & Co
Minnesota
$16.3M +$16.3M +43,756 New
FBB
566
Fulton Breakefield Broenniman
Maryland
$16.2M -$6.12M -16,306 -27%
LWM
567
Liberty Wealth Management
California
$16.2M +$723K +1,914 +5%
RWMH
568
Riverpoint Wealth Management Holdings
Illinois
$16.1M -$175K -465 -1%
SCA
569
Stonebridge Capital Advisors
Minnesota
$16M +$364K +969 +2%
IA
570
IFP Advisors
Florida
$16M -$2.7M -7,188 -14%
MFT
571
Moisand Fitzgerald Tamayo
Florida
$15.9M +$154K +411 +1%
NAM
572
North American Management
Massachusetts
$15.9M -$29.3K -78 -0.2%
CWP
573
Corepath Wealth Partners
Arizona
$15.9M +$15.9M +41,309 New
PTC
574
Private Trust Company
Ohio
$15.7M +$432K +1,152 +3%
IWMWV
575
Ironwood Wealth Management (West Virginia)
West Virginia
$15.7M +$15.7M +41,749 New