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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 %
OPWM
1051
Oakwell Private Wealth Management
Texas
$3.86M +$3.86M +10,277 New
LP
1052
LGL Partners
Pennsylvania
$3.85M +$176K +468 +5%
RC
1053
Rinet Company
Massachusetts
$3.84M +$87.5K +233 +2%
RP
1054
Riverbridge Partners
Minnesota
$3.84M +$2.94M +7,828 +325%
FPWM
1055
FSB Premier Wealth Management
Iowa
$3.84M +$3.84M +10,230 New
MWM
1056
McNaughton Wealth Management
California
$3.84M +$2.3M +6,125 +150%
SB
1057
Sunflower Bank
Texas
$3.83M +$3.83M +10,201 New
RFA
1058
Radnor Financial Advisors
Pennsylvania
$3.82M +$84.1K +224 +2%
BO
1059
BRR OpCo
Ohio
$3.81M -$662K -1,764 -15%
ML
1060
McAdam LLC
Pennsylvania
$3.79M -$306K -806 -7%
MCM
1061
Mitchell Capital Management
Kansas
$3.76M -$300K -800 -7%
SAM
1062
S.A. Mason
Michigan
$3.76M +$231K +616 +7%
BWA
1063
Beam Wealth Advisors
Louisiana
$3.75M -$754K -2,008 -17%
Retirement Systems of Alabama
1064
Retirement Systems of Alabama
Alabama
$3.72M -$83K -221 -2%
WPP
1065
Whalerock Point Partners
Rhode Island
$3.72M +$2.45M +6,516 +192%
SIS
1066
Sound Income Strategies
Florida
$3.72M -$21.8K -58 -0.6%
SC
1067
Steph & Co
Wisconsin
$3.72M -$9.01K -24 -0.2%
AAM
1068
Autus Asset Management
Arizona
$3.7M -$219K -584 -6%
SWM
1069
Sanctuary Wealth Management
Idaho
$3.7M +$3.7M +9,865 New
PGA
1070
Portland Global Advisors
Maine
$3.7M +$142K +378 +4%
RRC
1071
Relaxing Retirement Coach
Massachusetts
$3.69M -$8.36M -22,271 -69%
SDWMA
1072
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.68M -$36.8K -98 -1%
CASB
1073
Cape Ann Savings Bank
Massachusetts
$3.67M +$3.67M +9,785 New
DY
1074
Dowling & Yahnke
California
$3.67M +$327K +872 +10%
WS
1075
Wedbush Securities
California
$3.67M -$301K -803 -8%
41 42
43
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