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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 %
Lido Advisors
776
Lido Advisors
California
$8.38M -$2.31M -6,165 -22%
FC
777
Fusion Capital
South Carolina
$8.38M +$578K +1,541 +7%
VVP
778
Venture Visionary Partners
Ohio
$8.29M +$6.28M +16,733 +312%
WQ
779
Wealth Quarterback
New Jersey
$8.28M -$1.27M -3,371 -13%
UWM
780
Urban Wealth Management
California
$8.28M +$8.28M +22,063 New
BUB
781
BBVA USA Bancshares
Texas
$8.25M +$175K +467 +2%
JSL
782
JT Stratford LLC
Georgia
$8.25M +$874K +2,328 +12%
KA
783
Kovack Advisors
Florida
$8.22M +$500K +1,333 +6%
SP
784
SWS Partners
Ohio
$8.15M +$448K +1,193 +6%
WP
785
WealthPLAN Partners
Nebraska
$8.11M +$298K +768 +4%
FC
786
Ferris Capital
Massachusetts
$8.05M +$650K +1,732 +9%
PFG
787
Pacific Financial Group
Washington
$8.04M +$1.18M +3,142 +17%
LWP
788
Lumature Wealth Partners
Georgia
$8.04M +$8.04M +21,421 New
WJWM
789
Williams Jones Wealth Management
New York
$8.03M -$416K -1,107 -5%
PCA
790
Peddock Capital Advisors
Massachusetts
$8.01M -$29.7K -79 -0.4%
IIC
791
Integrated Investment Consultants
Michigan
$7.93M -$375 -1 -0%
FA
792
FDx Advisors
Illinois
$7.93M -$10.5K -28 -0.1%
CTC
793
Central Trust Company
Missouri
$7.92M -$162K -432 -2%
JIP
794
Jaffetilchin Investment Partners
Florida
$7.9M -$191K -510 -2%
DWM
795
Defined Wealth Management
Oregon
$7.89M +$7.89M +21,006 New
AA
796
Argent Advisors
Louisiana
$7.88M +$743K +1,980 +10%
VCM
797
Vivaldi Capital Management
Illinois
$7.86M -$176K -470 -2%
AAMC
798
Asset Allocation & Management Company
Illinois
$7.83M -$24.7M -65,903 -76%
SFG
799
Sunburst Financial Group
Alabama
$7.73M -$630K -1,678 -8%
PCA
800
Personal Capital Advisors
California
$7.73M +$684K +1,822 +10%