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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 %
OIM
901
Opus Investment Management
Massachusetts
$5.78M – – –
AF
902
Allworth Financial
California
$5.76M +$923K +2,459 +19%
DI
903
DAGCO Inc
Ohio
$5.75M +$564K +1,503 +11%
OFG
904
OmniStar Financial Group
North Carolina
$5.74M +$152K +406 +3%
MWM
905
Moulton Wealth Management
Washington
$5.72M +$5.72M +15,040 New
WP
906
WMS Partners
Maryland
$5.71M +$126K +335 +2%
NSIM
907
North Star Investment Management
Illinois
$5.67M +$379K +1,010 +7%
TWA
908
TCI Wealth Advisors
Arizona
$5.66M -$3.66M -9,744 -39%
MWP
909
MYCIO Wealth Partners
Pennsylvania
$5.65M +$417K +1,112 +8%
IB
910
Intrust Bank
Kansas
$5.64M -$2.68M -7,129 -32%
NL
911
NEPC LLC
Massachusetts
$5.63M – – –
DC
912
Davenport & Co
Virginia
$5.63M +$136K +361 +2%
WEPOG
913
Wealth Enhancement & Preservation of GA
Georgia
$5.62M -$833K -2,219 -13%
MWPCG
914
Measured Wealth Private Client Group
New Hampshire
$5.6M -$23.3K -62 -0.4%
FFG
915
Ford Financial Group
California
$5.59M +$27K +72 +0.5%
YIA
916
YHB Investment Advisors
Connecticut
$5.59M +$38.7K +103 +0.7%
FWIA
917
Fort Washington Investment Advisors
Ohio
$5.57M +$9.01K +24 +0.2%
FMBTD
918
First Midwest Bank Trust Division
Illinois
$5.56M -$206K -548 -4%
SAM
919
Silvercrest Asset Management
New York
$5.56M +$717K +1,909 +15%
CIAS
920
CFS Investment Advisory Services
New Jersey
$5.54M +$5.54M +14,750 New
WG
921
Welch Group
Alabama
$5.48M +$4.37M +11,639 +392%
NCG
922
Newport Capital Group
New Jersey
$5.48M +$5.48M +14,600 New
NPP
923
New Potomac Partners
Maryland
$5.45M +$108K +287 +2%
PPP
924
Private Portfolio Partners
New Jersey
$5.44M +$669K +1,781 +14%
LWP
925
Laurel Wealth Planning
Minnesota
$5.43M +$5.43M +14,455 New
35 36
37
38 39