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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 %
SFG
1101
SNS Financial Group
Minnesota
$3.42M -$105K -279 -3%
BCM
1102
Beck Capital Management
Texas
$3.41M +$3.41M +9,090 New
CT
1103
Clearstead Trust
Maine
$3.4M +$81.8K +218 +2%
S
1104
SignatureFD
Georgia
$3.39M -$3.18M -8,461 -48%
CI
1105
Cavalier Investments
Georgia
$3.37M -$281K -748 -8%
STB
1106
S&T Bank
Pennsylvania
$3.35M -$22.5K -60 -0.7%
TPWA
1107
TRUE Private Wealth Advisors
Oregon
$3.32M -$1.28M -3,401 -28%
EAM
1108
Eagle Asset Management
Florida
$3.3M +$3.3M +8,782 New
HCM
1109
Harvey Capital Management
Florida
$3.28M
CG
1110
Cynosure Group
Utah
$3.28M -$61.9K -165 -2%
RDWM
1111
Red Door Wealth Management
Tennessee
$3.27M +$2.63K +7 +0.1%
MSAGDF
1112
Moneda SA Administradora General de Fondos
Chile
$3.26M -$244K -650 -7%
LFF
1113
Level Four Financial
Texas
$3.24M +$3.24M +8,641 New
NWA
1114
New World Advisors
Massachusetts
$3.24M -$157K -466 -5%
IIC
1115
Ironwood Investment Counsel
Arizona
$3.24M +$226K +602 +7%
EW
1116
Emerson Wealth
Michigan
$3.23M
Zurich Cantonal Bank
1117
Zurich Cantonal Bank
Switzerland
$3.22M
SBH
1118
Segall Bryant & Hamill
Illinois
$3.2M -$77K -205 -2%
RG
1119
Rikoon Group
New Mexico
$3.19M +$83K +221 +3%
VWA
1120
V Wealth Advisors
Kansas
$3.16M +$2.33M +6,202 +279%
CCA
1121
Cobblestone Capital Advisors
New York
$3.15M -$277K -737 -8%
SCA
1122
Sage Capital Advisors
South Dakota
$3.15M +$34.5K +89 +1%
OCM
1123
Orion Capital Management
California
$3.14M +$3.14M +8,361 New
SSWG
1124
Seven Springs Wealth Group
Tennessee
$3.14M -$284K -756 -8%
EAM
1125
Evanson Asset Management
California
$3.12M +$11.6K +31 +0.4%