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iShares Core S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
876
Keebeck Wealth Management
Illinois
$6.11M +$3.74M +9,975 +159%
WCM
877
Wealthcare Capital Management
Virginia
$6.09M +$146K +389 +2%
JFA
878
JNBA Financial Advisors
Minnesota
$6.07M -$176K -468 -3%
SWA
879
Stratos Wealth Advisors
Ohio
$6.06M +$848K +2,258 +16%
CRCM
880
Corbett Road Capital Management
Virginia
$6.05M -$199K -530 -3%
KC
881
Kingfisher Capital
North Carolina
$6.05M -$309K -824 -5%
BCWM
882
Bartlett & Co Wealth Management
Ohio
$6.05M +$258K +687 +4%
BC
883
Bartlett & Co
Ohio
$6.05M +$258K +687 +4%
BAM
884
Baldrige Asset Management
Pennsylvania
$6.03M +$28.5K +76 +0.5%
1IA
885
1834 Investment Advisors
Wisconsin
$6.02M -$464K -1,237 -7%
RIM
886
Rockbridge Investment Management
New York
$6.01M -$27K -72 -0.4%
MI
887
Moneywise Inc
Virginia
$5.95M -$85.6K -228 -1%
OCM
888
One Capital Management
California
$5.93M -$119K -317 -2%
PMFA
889
Plante Moran Financial Advisors
Michigan
$5.91M -$372K -991 -6%
SB
890
Simmons Bank
Arkansas
$5.88M -$191K -510 -3%
VAG
891
VisionPoint Advisory Group
Texas
$5.87M +$3.82M +10,183 +187%
SAM
892
Secure Asset Management
Michigan
$5.86M +$916K +2,439 +19%
MPM
893
Meritage Portfolio Management
Kansas
$5.84M +$3.66M +9,748 +168%
CC
894
Chicago Capital
Illinois
$5.83M +$24.4K +65 +0.4%
AFS
895
Axiom Financial Strategies
Indiana
$5.83M – – –
KIA
896
KCM Investment Advisors
California
$5.83M -$102K -273 -2%
WIA
897
World Investment Advisors
California
$5.82M +$2.06M +5,233 +55%
ACI
898
AMP Capital Investors
Australia
$5.82M +$37.3K +100 +0.6%
AFS
899
Annapolis Financial Services
Maryland
$5.8M +$5.8M +15,449 New
UCMOK
900
United Capital Management of KS
Kansas
$5.8M -$594K -1,581 -9%
34 35
36
37 38