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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 %
BMM
976
Buffington Mohr McNeal
Idaho
$4.83M +$128K +342 +3%
SFP
977
Sterling Financial Planning
New Jersey
$4.83M +$4.83M +12,865 New
XF
978
XML Financial
Maryland
$4.82M -$113K -302 -2%
GP
979
Geneva Partners
Wisconsin
$4.82M +$260K +693 +6%
FCT
980
Family Capital Trust
Massachusetts
$4.8M +$39K +104 +0.8%
RVPG
981
Relative Value Partners Group
$4.78M +$696K +1,853 +17%
MC
982
Middleton & Co
Massachusetts
$4.76M -$462K -1,230 -9%
SMG
983
Smart Money Group
Texas
$4.76M -$82.2K -219 -2%
SAM
984
Shone Asset Management
California
$4.75M -$11.5K -31 -0.2%
IMPI
985
Ilmarinen Mutual Pension Insurance
Finland
$4.74M +$4.74M +12,637 New
LWM
986
Laidlaw Wealth Management
New York
$4.73M +$4.46M +11,889 +1,665%
SWPG
987
Strategic Wealth Partners Group
Illinois
$4.7M -$104K -276 -2%
VC
988
Veracity Capital
Georgia
$4.69M -$886K -9,320 -16%
ABC
989
Associated Banc-Corp
Wisconsin
$4.69M -$200K -534 -4%
CG
990
Caprock Group
Idaho
$4.65M +$124K +330 +3%
MCM
991
Maryland Capital Management
Maryland
$4.61M -$80K -213 -2%
UIA
992
UBP Investment Advisors
Switzerland
$4.6M
WP
993
WealthSource Partners
California
$4.58M +$22.9K +61 +0.5%
RCA
994
Rowland Carmichael Advisors
Arizona
$4.55M +$3.01M +8,018 +195%
IA
995
IFG Advisory
Georgia
$4.55M -$331K -883 -7%
CWA
996
Centennial Wealth Advisory
Michigan
$4.53M +$4.53M +12,076 New
NEGWA
997
New England Guild Wealth Advisors
Connecticut
$4.52M -$97.6K -260 -2%
RPCA
998
Running Point Capital Advisors
California
$4.51M +$4.51M +12,016 New
SFPG
999
Stonebridge Financial Planning Group
Florida
$4.51M +$32.7K +87 +0.7%
GLLW
1000
Graves Light Lenhart Wealth
Virginia
$4.51M +$368K +981 +9%