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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 %
MWM
726
Merriman Wealth Management
Washington
$10M -$219K -583 -2%
NG
727
NatWest Group
United Kingdom
$10M -$178K -475 -2%
LA
728
LVW Advisors
New York
$9.98M -$925K -2,465 -8%
EA
729
Elm Advisors
California
$9.95M -$861K -2,293 -8%
CSM
730
CAMG Solamere Management
North Carolina
$9.95M +$927K +2,466 +10%
MNBTD
731
Moody National Bank Trust Division
Texas
$9.93M
SF
732
Synovus Financial
Georgia
$9.92M +$1.11M +2,952 +13%
Koshinski Asset Management
733
Koshinski Asset Management
Illinois
$9.91M +$360K +959 +4%
CBFP
734
Cedar Brook Financial Partners
Ohio
$9.91M -$2.7M -7,199 -21%
MCIA
735
Mountain Capital Investment Advisors
Colorado
$9.84M +$695K +1,829 +8%
RCIM
736
Red Cedar Investment Management
Michigan
$9.83M
PCM
737
Parsons Capital Management
Rhode Island
$9.79M -$190K -505 -2%
MSA
738
Mason Street Advisors
Wisconsin
$9.78M -$2.25M -6,000 -19%
KPW
739
Kore Private Wealth
New York
$9.69M +$1.59M +4,248 +20%
PWM
740
Praetorian Wealth Management
California
$9.64M +$652K +1,737 +7%
WAP
741
Wealthcare Advisory Partners
Pennsylvania
$9.57M +$1.71M +4,542 +22%
FCA
742
FinTrust Capital Advisors
South Carolina
$9.55M -$641K -1,707 -6%
PNC
743
Park National Corp
Ohio
$9.52M +$679K +1,808 +8%
WDG
744
Wealth Dimensions Group
Ohio
$9.42M +$9.42M +25,106 New
FCI
745
Financial Counselors Inc
Kansas
$9.39M +$794K +2,116 +9%
GWM
746
Gray Wealth Management
Maine
$9.38M -$234K -624 -2%
BL
747
BFSG LLC
California
$9.33M -$208K -554 -2%
EW
748
Element Wealth
Mississippi
$9.33M -$43.9K -117 -0.5%
HNW
749
High Note Wealth
Minnesota
$9.31M +$9.31M +24,813 New
EK
750
Evensky & Katz
Florida
$9.29M -$179K -476 -2%