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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 %
X
926
Xponance
Pennsylvania
$5.42M +$1.99M +5,307 +58%
CCG
927
Cypress Capital Group
Florida
$5.41M -$5.63K -15 -0.1%
PAM
928
Peak Asset Management
Colorado
$5.41M -$172K -457 -3%
SWA
929
Sightline Wealth Advisors
Connecticut
$5.4M +$5.4M +14,388 New
WMP
930
Wealth Management Partners
Arizona
$5.38M +$5.38M +13,972 New
FWM
931
Frontier Wealth Management
Missouri
$5.36M -$227K -604 -4%
AWA
932
Arkadios Wealth Advisors
Georgia
$5.36M +$4.86M +12,937 +970%
GM
933
GeoWealth Management
Illinois
$5.34M +$5.34M +14,234 New
OPWM
934
Oxinas Partners Wealth Management
Indiana
$5.32M +$5.32M +14,170 New
CL
935
COWA LLC
Oklahoma
$5.26M +$5.26M +13,780 New
T
936
TrueFG
Texas
$5.2M +$406K +1,082 +8%
HG
937
Harbor Group
New Hampshire
$5.19M +$5.19M +13,611 New
BWFA
938
Baltimore-Washington Financial Advisors
Maryland
$5.18M +$1.29M +3,425 +33%
CW
939
CreativeOne Wealth
Kansas
$5.18M +$3.71M +9,885 +252%
MBT
940
Montecito Bank & Trust
California
$5.17M -$214K -571 -4%
JWA
941
JFS Wealth Advisors
Pennsylvania
$5.17M +$588K +1,567 +13%
NGA
942
Naples Global Advisors
Florida
$5.17M +$473K +1,259 +10%
TWP
943
Tower Wealth Partners
Pennsylvania
$5.17M +$5.17M +13,768 New
TA
944
Townsend & Associates
Colorado
$5.17M +$183K +487 +4%
EWM
945
Empirical Wealth Management
Washington
$5.16M +$389K +1,037 +8%
APG
946
Abacus Planning Group
South Carolina
$5.12M -$17.3K -46 -0.3%
JA
947
JVL Associates
Michigan
$5.11M – – –
AC
948
Allstate Corporation
Illinois
$5.07M – – –
BIA
949
Bigelow Investment Advisors
Maine
$5.06M +$389K +1,036 +8%
Jones Financial Companies
950
Jones Financial Companies
Missouri
$5.06M -$199K -529 -4%
36 37
38
39 40