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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 %
LI
1151
LVZ Inc
Michigan
$2.9M -$282K -752 -9%
MWM
1152
Marietta Wealth Management
Georgia
$2.87M +$302K +804 +12%
VWM
1153
Vigilare Wealth Management
Arizona
$2.87M +$132K +351 +5%
HBWM
1154
Hollow Brook Wealth Management
New York
$2.87M
MWP
1155
Meridian Wealth Partners
Pennsylvania
$2.86M +$257K +684 +10%
WPC
1156
White Pine Capital
Minnesota
$2.86M -$96.8K -258 -3%
Connor, Clark & Lunn Investment Management (CC&L)
1157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.84M +$375K +1,000 +15%
DAS
1158
Dynamic Advisor Solutions
Arizona
$2.84M -$229K -610 -7%
CS
1159
Capital Square
Tennessee
$2.84M +$72.1K +192 +3%
DWM
1160
Dakota Wealth Management
Florida
$2.83M -$122K -324 -4%
PIMG
1161
Patriot Investment Management Group
Tennessee
$2.81M -$6.2M -16,521 -69%
MSAM
1162
Moloney Securities Asset Management
Missouri
$2.81M +$30K +80 +1%
NB
1163
Nicolet Bankshares
Wisconsin
$2.8M
VAS
1164
Vestmark Advisory Solutions
Massachusetts
$2.8M +$343K +913 +14%
AWA
1165
Alta Wealth Advisors
Massachusetts
$2.79M +$2.79M +7,435 New
AF
1166
Advisornet Financial
Minnesota
$2.77M -$674K -1,796 -20%
JAG
1167
Journey Advisory Group
Kentucky
$2.77M +$2.77M +7,390 New
CCT
1168
Chemung Canal Trust
New York
$2.77M +$54.4K +145 +2%
RC
1169
Roundview Capital
New Jersey
$2.75M +$36K +96 +1%
CNC
1170
Citizens & Northern Corp
Pennsylvania
$2.75M -$4.88K -13 -0.2%
Betterment LLC
1171
Betterment LLC
New York
$2.75M +$181K +483 +7%
HIM
1172
Hanlon Investment Management
New Jersey
$2.74M +$321K +856 +13%
TCOV
1173
Trust Company of Vermont
Vermont
$2.74M +$301K +803 +12%
GKWIM
1174
Gerber Kawasaki Wealth & Investment Management
California
$2.74M +$2.74M +7,291 New
OC
1175
Oakworth Capital
Alabama
$2.73M +$388K +1,033 +17%