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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 %
GGS
951
Galvin Gaustad & Stein
Arizona
$5.02M +$5.02M +13,372 New
CF
952
Centaurus Financial
California
$5.02M +$3.46M +9,210 +222%
QCM
953
Quest Capital Management
Texas
$5.01M +$1.49M +3,971 +42%
BTWM
954
Baker Tilly Wealth Management
Wisconsin
$5.01M +$5.01M +13,332 New
IP
955
Investment Partners
Ohio
$5M +$10.5K +28 +0.2%
PO
956
Private Ocean
California
$4.98M -$26.3K -70 -0.5%
MWC
957
MBM Wealth Consultants
Missouri
$4.98M -$219K -584 -4%
EI
958
Ellevest Inc
New York
$4.98M -$16.5K -44 -0.3%
AW
959
ACG Wealth
Georgia
$4.98M +$98K +261 +2%
COF
960
Capital One Financial
Virginia
$4.96M -$904K -2,408 -15%
PM
961
Pembroke Management
Quebec, Canada
$4.94M +$865K +2,303 +21%
PWA
962
Peterson Wealth Advisors
Utah
$4.94M -$365K -973 -7%
CFS
963
CRA Financial Services
New Jersey
$4.93M +$43.9K +117 +0.9%
APW
964
Acima Private Wealth
Virginia
$4.93M +$67.2K +179 +1%
HPWM
965
Highland Private Wealth Management
Washington
$4.93M -$27.4K -73 -0.6%
KIG
966
Kessler Investment Group
Indiana
$4.92M -$11.9M -31,642 -71%
CIR
967
Clear Investment Research
Georgia
$4.91M +$13.9K +37 +0.3%
CWM
968
Connecticut Wealth Management
Connecticut
$4.91M -$82.6K -220 -2%
HAC
969
Harbor Advisory Corp
New Hampshire
$4.89M +$4.89M +13,016 New
TC
970
Trust Company
Kansas
$4.88M -$102K -272 -2%
BAS
971
Brown Advisory Securities
Maryland
$4.87M -$2.09M -5,566 -30%
OFG
972
Omega Financial Group
California
$4.86M -$29.7K -79 -0.6%
PFS
973
Prospera Financial Services
Texas
$4.85M +$3.12M +8,302 +180%
LWCFA
974
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.84M -$1.44M -3,840 -23%
SWA
975
Sax Wealth Advisors
New Jersey
$4.84M +$4.84M +12,891 New