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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 %
TNB
676
TCF National Bank
South Dakota
$11.7M +$157K +419 +1%
LAS
677
Lloyd Advisory Services
Georgia
$11.6M +$4.6M +12,259 +65%
SFG
678
Sovereign Financial Group
Connecticut
$11.6M +$11.6M +30,964 New
PGWM
679
Parisi Gray Wealth Management
New Jersey
$11.6M +$76.2K +203 +0.7%
KW
680
KWB Wealth
California
$11.6M +$11.6M +30,884 New
OBWG
681
Onyx Bridge Wealth Group
New York
$11.5M +$11.5M +30,680 New
FPW
682
Flagship Private Wealth
Massachusetts
$11.5M +$11.5M +30,511 New
LCOV
683
London Company of Virginia
Virginia
$11.4M -$1.4M -3,733 -11%
PVH
684
Psagot Value Holdings
Israel
$11.4M +$310K +826 +3%
TFF
685
The Family Firm
Maryland
$11.4M -$345K -916 -3%
BHWM
686
Bay Harbor Wealth Management
Maryland
$11.4M +$1.34M +3,557 +13%
GIA
687
Gladstone Institutional Advisory
Florida
$11.3M -$216K -576 -2%
BRM
688
Boston Research & Management
Massachusetts
$11.2M +$21.4K +57 +0.2%
JHCP
689
Jackson Hole Capital Partners
Oklahoma
$11.1M +$49.6K +132 +0.4%
SLF
690
Sun Life Financial
Ontario, Canada
$11.1M – – –
AIA
691
Avalon Investment & Advisory
Texas
$11.1M +$34.2K +91 +0.3%
PEA
692
Pacific Edge Advisors
California
$11M -$469K -1,250 -4%
WFA
693
Wellspring Financial Advisors
Ohio
$11M -$1.45M -3,854 -12%
CHA
694
Cooper/Haims Advisors
New York
$11M -$57.1K -152 -0.5%
FA
695
Forefront Analytics
Pennsylvania
$10.9M +$270K +719 +3%
PF
696
Phoenix Financial
Israel
$10.8M -$4.1M -10,940 -27%
PA
697
PFG Advisors
Arizona
$10.8M -$2.58M -6,867 -19%
RWA
698
Redhawk Wealth Advisors
Minnesota
$10.8M +$4.81M +12,813 +80%
VA
699
Valmark Advisers
Ohio
$10.8M +$2.02M +5,376 +23%
HIA
700
Harbor Investment Advisory
Maryland
$10.7M -$104K -278 -1%
26 27
28
29 30