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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 %
SS
826
Sunbelt Securities
Texas
$7.03M +$7.03M +18,719 New
CCM
827
Canal Capital Management
Virginia
$7.01M -$794K -2,114 -10%
LSAG
828
Lake Street Advisors Group
New Hampshire
$6.98M -$99.1K -264 -1%
AF
829
Apexium Financial
Texas
$6.98M -$965K -2,570 -12%
GWM
830
Greenhouse Wealth Management
Connecticut
$6.97M +$6.97M +18,577 New
Treasurer of the State of North Carolina
831
Treasurer of the State of North Carolina
North Carolina
$6.97M -$683K -1,820 -9%
TI
832
Truepoint Inc
Ohio
$6.96M -$656K -1,748 -9%
TRCT
833
Tower Research Capital (TRC)
New York
$6.94M -$11.9M -31,744 -63%
MWP
834
Madison Wealth Partners
Wisconsin
$6.86M +$6.86M +18,286 New
PCP
835
Proficio Capital Partners
Massachusetts
$6.82M -$7.93M -21,112 -54%
IAA
836
Independent Advisor Alliance
North Carolina
$6.79M -$17.6K -47 -0.3%
Axa
837
Axa
France
$6.76M +$241K +642 +4%
American Century Companies
838
American Century Companies
Missouri
$6.76M +$751K +2,000 +13%
SCP
839
Silverleafe Capital Partners
Tennessee
$6.73M -$373K -994 -5%
ICG
840
InterOcean Capital Group
Tennessee
$6.71M +$6.71M +17,864 New
Capital International Investors
841
Capital International Investors
California
$6.69M +$6.69M +17,917 New
ACM
842
Armbruster Capital Management
New York
$6.67M +$990K +2,638 +17%
SF
843
Summit Financial
New Jersey
$6.66M +$6.66M +17,741 New
DWP
844
Destiny Wealth Partners
Florida
$6.64M +$6.64M +17,699 New
PAG
845
Private Advisory Group
Washington
$6.64M +$885K +2,358 +15%
KWA
846
KCS Wealth Advisory
California
$6.63M +$5.39M +14,353 +433%
PWAP
847
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$6.61M -$58.2K -155 -0.9%
AFP
848
Ausdal Financial Partners
Iowa
$6.61M +$121K +321 +2%
PCG
849
Private Capital Group
Connecticut
$6.55M +$1.22M +3,255 +23%
MWM
850
Mattern Wealth Management
Kansas
$6.54M -$1.63M -4,345 -20%