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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 %
TC
801
Telemus Capital
Michigan
$7.72M +$941K +2,506 +14%
FAIM
802
Financial Advocates Investment Management
Washington
$7.71M -$4.7M -12,526 -38%
BPC
803
Banque Pictet & Cie
Switzerland
$7.7M +$968K +2,580 +14%
NC
804
NovaPoint Capital
Georgia
$7.69M -$596K -1,588 -7%
NCM
805
Novare Capital Management
North Carolina
$7.67M +$298K +795 +4%
ATPW
806
Ashton Thomas Private Wealth
Arizona
$7.65M +$37.9K +101 +0.5%
Calamos Advisors
807
Calamos Advisors
Illinois
$7.6M -$55.2K -147 -0.7%
SDAM
808
Shulman DeMeo Asset Management
New York
$7.53M +$87.8K +234 +1%
GCM
809
Granby Capital Management
Florida
$7.51M +$7.51M +20,000 New
PFGIA
810
Patriot Financial Group Insurance Agency
Massachusetts
$7.46M +$125K +333 +2%
RWI
811
Red Wave Investments
Pennsylvania
$7.44M +$7.44M +19,827 New
FWP
812
Firethorn Wealth Partners
Georgia
$7.42M +$7.42M +19,776 New
FIM
813
Fernwood Investment Management
Massachusetts
$7.38M -$39K -104 -0.5%
DW
814
Domani Wealth
Pennsylvania
$7.33M +$37.2K +99 +0.5%
LA
815
Latitude Advisors
Florida
$7.31M +$7.31M +19,476 New
PGFC
816
Peapack-Gladstone Financial Corp
New Jersey
$7.3M +$3.5M +9,310 +92%
C
817
Certuity
Florida
$7.29M +$636K +1,695 +10%
HR
818
Howe & Rusling
New York
$7.28M -$1.92M -5,122 -21%
TCA
819
Transcend Capital Advisors
New Jersey
$7.24M +$1.44M +3,847 +25%
DSN
820
D. Scott Neal
Kentucky
$7.24M +$6.63M +17,658 +1,091%
GVAG
821
Great Valley Advisor Group
Delaware
$7.23M +$353K +940 +5%
VWM
822
Venturi Wealth Management
Texas
$7.2M +$420K +1,120 +6%
LWP
823
Legacy Wealth Partners
California
$7.15M +$1.18M +3,146 +20%
BOTW
824
Bank of the West
California
$7.15M +$1.73M +4,619 +32%
TCM
825
Telos Capital Management
California
$7.04M -$295K -787 -4%