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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 %
AL
751
ADE LLC
Maryland
$9.27M +$9.27M +24,702 New
FFS
752
Founders Financial Securities
Maryland
$9.16M +$4.42M +11,763 +93%
IC
753
Intersect Capital
California
$9.1M +$879K +2,341 +11%
SFA
754
Sequoia Financial Advisors
Ohio
$9.08M -$214K -570 -2%
PWM
755
Perigon Wealth Management
California
$9.03M -$72.5K -193 -0.8%
FC
756
Fulcrum Capital
Washington
$9.01M +$1.32M +3,507 +17%
GG
757
Gofen & Glossberg
Illinois
$9.01M +$433K +1,153 +5%
TC
758
TownSquare Capital
Utah
$8.96M +$279K +743 +3%
GBT
759
Grove Bank & Trust
Florida
$8.95M +$204K +543 +2%
VMPIC
760
Varma Mutual Pension Insurance Co
Finland
$8.93M
SI
761
Stephens Inc
Arkansas
$8.91M +$1.29M +3,433 +17%
MWM
762
Mascoma Wealth Management
New Hampshire
$8.88M +$8.88M +23,659 New
TNB
763
Thomasville National Bank
Georgia
$8.83M +$226K +602 +3%
TWM
764
Tradition Wealth Management
Minnesota
$8.72M +$8.72M +23,218 New
MSFS
765
Main Street Financial Solutions
Pennsylvania
$8.71M +$8.71M +23,193 New
TWP
766
TFO Wealth Partners
Ohio
$8.7M +$172K +459 +2%
CIP
767
Capital Insight Partners
Arizona
$8.65M -$46.2K -123 -0.5%
HH
768
Hilltop Holdings
Texas
$8.55M +$7.02M +18,693 +458%
PPW
769
Parcion Private Wealth
Washington
$8.48M -$10.4M -27,802 -55%
PCA
770
Providence Capital Advisors
North Carolina
$8.48M +$571K +1,520 +7%
MWM
771
MinichMacGregor Wealth Management
New York
$8.47M +$6.5M +17,316 +330%
WCWM
772
Wooster Corthell Wealth Management
Connecticut
$8.46M -$278K -741 -3%
NNP
773
Nachman Norwood & Parrott
South Carolina
$8.42M +$31.5K +84 +0.4%
LIM
774
Leavell Investment Management
Alabama
$8.42M +$176K +469 +2%
BFEC
775
Benjamin F. Edwards & Company
Missouri
$8.39M +$831K +2,213 +11%