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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 %
BFA
1076
Beacon Financial Advisory
Ohio
$3.65M +$182K +485 +5%
QA
1077
Quantitative Advantage
Minnesota
$3.64M +$868K +2,311 +31%
GCM
1078
Gibraltar Capital Management
Oklahoma
$3.64M -$856K -2,279 -19%
BCM
1079
Birmingham Capital Management
Alabama
$3.64M
CIAS
1080
Capital Investment Advisory Services
North Carolina
$3.63M -$95K -253 -3%
MFP
1081
Meridian Financial Partners
Virginia
$3.62M -$139K -362 -4%
FG
1082
Fiduciary Group
Georgia
$3.62M -$51.4K -131 -1%
PJSIMP
1083
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.62M -$1.08M -2,899 -23%
CFA
1084
Cahill Financial Advisors
Minnesota
$3.62M +$42.8K +114 +1%
CCA
1085
Cadent Capital Advisors
Oklahoma
$3.57M +$3.57M +9,505 New
FC
1086
Forte Capital
New York
$3.56M -$212K -566 -6%
Nuveen Asset Management
1087
Nuveen Asset Management
Illinois
$3.53M -$53.2M -141,834 -94%
WPW
1088
Waldron Private Wealth
Pennsylvania
$3.52M +$115K +306 +3%
PFA
1089
Pure Financial Advisors
California
$3.51M +$24.4K +65 +0.7%
GIA
1090
Goodwin Investment Advisory
Georgia
$3.5M +$3.5M +9,325 New
CA
1091
Continuum Advisory
Idaho
$3.5M -$39K -104 -1%
WPC
1092
Waters Parkerson & Co
Louisiana
$3.5M -$17.3K -46 -0.5%
NWM
1093
Northwest Wealth Management
Iowa
$3.5M +$34.2K +91 +1%
SJIM
1094
St. Johns Investment Management
Florida
$3.5M -$11.6K -31 -0.3%
KF
1095
Krilogy Financial
Missouri
$3.48M +$131K +350 +4%
JGIA
1096
Jackson Grant Investment Advisers
Connecticut
$3.47M +$12.4K +33 +0.4%
SGCA
1097
Steel Grove Capital Advisors
Tennessee
$3.46M +$600K +1,599 +21%
SWP
1098
Summit Wealth Partners
Florida
$3.46M +$89.7K +239 +3%
EWM
1099
Endurance Wealth Management
Rhode Island
$3.45M -$104K -277 -3%
SP
1100
Successful Portfolios
Florida
$3.43M +$132K +351 +4%