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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 %
NCM
701
Next Capital Management
New York
$10.7M -$1.92M -5,115 -15%
AAS
702
Annex Advisory Services
Wisconsin
$10.7M +$1.22M +3,262 +13%
SIM
703
Stratos Investment Management
Ohio
$10.7M +$158K +420 +1%
NFG
704
NewFocus Financial Group
Washington
$10.7M -$1.06M -2,828 -9%
PFA
705
Pinnacle Family Advisors
Missouri
$10.6M -$930K -2,478 -8%
CL
706
Choreo LLC
Illinois
$10.6M -$1.6M -4,250 -13%
AMG
707
Asset Management Group
Connecticut
$10.6M +$10.1K +27 +0.1%
FPFS
708
First Personal Financial Services
North Carolina
$10.5M -$246K -656 -2%
DT
709
Diversified Trust
Tennessee
$10.5M -$12.8K -34 -0.1%
LFS
710
Lutz Financial Services
Nebraska
$10.5M -$500K -1,332 -5%
SFG
711
StrategIQ Financial Group
Indiana
$10.4M -$110K -293 -1%
WB
712
Webster Bank
Connecticut
$10.4M – – –
RIM
713
Rakuten Investment Management
Japan
$10.3M +$224K +600 +2%
PWP
714
Personal Wealth Partners
Minnesota
$10.2M +$651K +1,734 +7%
LSERS
715
Louisiana State Employees Retirement System
Louisiana
$10.2M -$2.63M -7,000 -20%
CMO
716
Covenant Multifamily Offices
Texas
$10.2M +$1.3M +3,472 +15%
EL
717
EQ LLC
Washington
$10.2M +$10.2M +27,085 New
TC
718
Trilogy Capital
California
$10.2M +$637K +1,696 +7%
GRP
719
Global Retirement Partners
California
$10.1M +$2.06M +5,488 +26%
GAM
720
Gould Asset Management
California
$10.1M +$372K +990 +4%
WA
721
Waverly Advisors
Alabama
$10.1M -$289K -738 -3%
CTA
722
Chesley Taft & Associates
Illinois
$10.1M +$631K +1,681 +7%
TF
723
Trek Financial
Arizona
$10.1M +$1.03M +2,744 +11%
MAM
724
Madison Asset Management
Wisconsin
$10.1M -$9.01K -24 -0.1%
LDFR
725
Lehman & Derafelo Financial Resources
Pennsylvania
$10.1M – – –
27 28
29
30 31