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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 %
CRC
1026
Curi RMB Capital
Illinois
$4.19M -$11.3K -30 -0.3%
EFS
1027
Essex Financial Services
Connecticut
$4.19M -$344K -916 -8%
SGK
1028
Steigerwald Gordon & Koch
Virginia
$4.19M +$39.4K +105 +1%
AssetMark Inc
1029
AssetMark Inc
California
$4.18M -$545K -1,452 -12%
BG
1030
Berry Group
Massachusetts
$4.16M -$34.2K -91 -0.8%
AIC
1031
Ameritas Investment Company
Nebraska
$4.14M +$270K +719 +7%
SFG
1032
Summit Financial Group
West Virginia
$4.13M -$6.76K -18 -0.2%
FB
1033
Fulton Bank
Pennsylvania
$4.12M +$261K +695 +7%
KWM
1034
Kingsview Wealth Management
Oregon
$4.09M -$1.37M -3,658 -25%
PCS
1035
Personal CFO Solutions
New Jersey
$4.09M +$131K +348 +3%
ACM
1036
Argent Capital Management
Missouri
$4.08M +$3.81M +10,162 +1,466%
KCP
1037
KDI Capital Partners
North Carolina
$4.04M +$31.5K +84 +0.8%
IAIM
1038
International Assets Investment Management
Florida
$4.04M -$68.3K -182 -2%
FRA
1039
Frank Rimerman Advisors
California
$4.04M +$4.04M +10,760 New
LSPW
1040
Lake Street Private Wealth
Illinois
$4.02M +$3.73M +9,940 +1,281%
CIC
1041
Carnegie Investment Counsel
Ohio
$4.01M +$24.4K +65 +0.6%
SWM
1042
SVA Wealth Management
Wisconsin
$3.98M -$25.5K -68 -0.6%
AFS
1043
Access Financial Services
Minnesota
$3.98M +$2.08M +5,547 +110%
BCI
1044
Brinker Capital Investments
Pennsylvania
$3.95M -$56.1M -149,448 -93%
LWAC
1045
Laurel Wealth Advisors (California)
California
$3.94M -$462K -1,232 -11%
GLA
1046
Good Life Advisors
Pennsylvania
$3.92M -$1.22M -3,244 -24%
AWMS
1047
Advocacy Wealth Management Services
Georgia
$3.89M +$901K +2,401 +30%
P
1048
&Partners
Tennessee
$3.89M +$60K +161 +2%
BCA
1049
Bray Capital Advisors
Florida
$3.89M -$72.8K -194 -2%
KL
1050
KWMG LLC
Kansas
$3.87M -$114K -303 -3%