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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 %
BFG
1001
Barber Financial Group
Kansas
$4.49M -$181K -483 -4%
MOACM
1002
Mutual of America Capital Management
New York
$4.47M -$339K -902 -7%
FFW
1003
Fusion Family Wealth
New York
$4.44M +$8.26K +22 +0.2%
PFWA
1004
Paces Ferry Wealth Advisors
Georgia
$4.43M -$111K -295 -2%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$4.42M -$913K -2,431 -17%
FHC
1006
First Heartland Consultants
Missouri
$4.39M -$958K -2,551 -18%
RG
1007
Retirement Group
California
$4.37M -$1.77M -4,715 -29%
NAS
1008
Nicolet Advisory Services
Wisconsin
$4.36M +$372K +991 +9%
TFCP
1009
Twin Focus Capital Partners
Massachusetts
$4.35M -$193K -515 -4%
KFGK
1010
Keystone Financial Group (Kentucky)
Kentucky
$4.34M -$109K -290 -2%
FNBOSM
1011
First National Bank of South Miami
Florida
$4.33M -$166K -441 -4%
WA
1012
Winfield Associates
Ohio
$4.32M +$539K +1,436 +14%
GEA
1013
Glen Eagle Advisors
New Jersey
$4.32M +$238K +633 +6%
AWS
1014
AJ Wealth Strategies
New York
$4.29M -$182K -486 -4%
SFM
1015
Signet Financial Management
New Jersey
$4.29M +$18.4K +49 +0.4%
9WM
1016
9258 Wealth Management
Ohio
$4.29M +$7.88K +21 +0.2%
CPWA
1017
Cerro Pacific Wealth Advisors
California
$4.28M +$4.28M +11,395 New
BI
1018
Berkeley Inc
Idaho
$4.27M +$4.27M +11,369 New
SG
1019
Swarthmore Group
Pennsylvania
$4.26M -$66.8M -177,962 -94%
RMAM
1020
Raab & Moskowitz Asset Management
New Jersey
$4.25M +$462K +1,232 +12%
WMA
1021
Wealth Management Associates
New Jersey
$4.24M -$65.7K -175 -2%
BAMG
1022
Brand Asset Management Group
Missouri
$4.23M +$95.4K +254 +2%
FFG
1023
Frisch Financial Group
New York
$4.22M +$120K +320 +3%
UTC
1024
Unified Trust Company
Kentucky
$4.22M -$211K -556 -5%
FHA
1025
Flagship Harbor Advisors
Massachusetts
$4.21M -$726K -1,934 -15%