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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 %
CP
576
Capital Planning
Washington
$15.6M +$15.6M +41,678 New
MWM
577
Modera Wealth Management
New Jersey
$15.6M +$832K +2,217 +6%
RHBC
578
R.H. Bluestein & Co
Michigan
$15.5M +$1.04M +2,775 +7%
SWMG
579
Sanchez Wealth Management Group
Florida
$15.5M -$565K -1,504 -4%
MPW
580
MA Private Wealth
California
$15.4M -$1.12M -2,991 -7%
IFAM
581
Institutional & Family Asset Management
Colorado
$15.3M +$737K +1,964 +5%
NB
582
Northwest Bancshares
Pennsylvania
$15.3M -$181K -482 -1%
VWA
583
VERITY Wealth Advisors
United States
$15.2M -$1.5K -4 -0%
RCAG
584
Rehmann Capital Advisory Group
Michigan
$15.2M -$447K -1,190 -3%
DJYG
585
David J. Yvars Group
Florida
$15.2M +$15.2M +40,435 New
GG
586
GenWealth Group
New Jersey
$15.1M -$577K -1,537 -4%
ARG
587
Advisory Resource Group
Oklahoma
$15.1M +$2.42M +6,455 +19%
Two Sigma Advisers
588
Two Sigma Advisers
New York
$15M +$12.3M +32,800 +456%
Janus Henderson Group
589
Janus Henderson Group
United Kingdom
$15M +$15M +39,993 New
BJL
590
Brighton Jones LLC
Washington
$15M -$117K -313 -0.8%
WWM
591
Windsor Wealth Management
Indiana
$15M +$1.18M +3,130 +9%
FCA
592
FLC Capital Advisors
California
$14.9M -$25.2K -67 -0.2%
NFG
593
Next Financial Group
Texas
$14.9M +$480K +1,279 +3%
FMN
594
Financial Management Network
California
$14.9M +$14.9M +38,658 New
CAM
595
Concorde Asset Management
Michigan
$14.8M -$450K -1,200 -3%
SG
596
StoneX Group
New York
$14.8M +$1.56M +4,166 +12%
DC
597
DeDora Capital
California
$14.7M +$422K +1,125 +3%
FNT
598
First National Trust
Pennsylvania
$14.7M +$345K +920 +2%
RA
599
RFG Advisory
Alabama
$14.7M -$3.31M -8,645 -18%
MMA
600
Miracle Mile Advisors
California
$14.7M +$17.6K +47 +0.1%