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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 %
ATWA
1226
Arbor Trust Wealth Advisors
Michigan
$2.37M
MCM
1227
McRae Capital Management
New Jersey
$2.36M +$4.88K +13 +0.2%
BFO
1228
Boston Family Office
Massachusetts
$2.34M +$112K +298 +5%
AIM
1229
Aspen Investment Management
Michigan
$2.34M +$19.5K +52 +0.8%
SB
1230
Strategic Blueprint
Georgia
$2.34M +$459K +1,222 +24%
GJIC
1231
Gamble Jones Investment Counsel
California
$2.33M +$112K +299 +5%
ACI
1232
Alpha Cubed Investments
California
$2.33M +$443K +1,181 +24%
AWM
1233
Aprio Wealth Management
Georgia
$2.32M +$227K +606 +11%
ECM
1234
Exchange Capital Management
Michigan
$2.31M -$188K -500 -8%
NIM
1235
Northeast Investment Management
Massachusetts
$2.29M
EIP
1236
Ellis Investment Partners
Pennsylvania
$2.29M +$502K +1,338 +28%
KOMWMG
1237
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.28M +$263K +700 +13%
CAG
1238
Csenge Advisory Group
Florida
$2.28M -$2.02M -5,371 -47%
WWM
1239
WJ Wealth Management
Arizona
$2.27M -$169K -450 -7%
AF
1240
Alerus Financial
North Dakota
$2.27M +$483K +1,286 +27%
NIC
1241
Northwest Investment Counselors
Oregon
$2.27M -$3.38K -9 -0.1%
CIA
1242
Compass Ion Advisors
Pennsylvania
$2.26M -$269K -718 -11%
LCM
1243
Liberty Capital Management
Michigan
$2.26M +$2.26M +6,011 New
TCPWM
1244
Traverso Chambers Private Wealth Management
California
$2.25M +$26.3K +70 +1%
DTC
1245
Davidson Trust Company
Washington
$2.24M
WI
1246
Wedgewood Investors
Pennsylvania
$2.24M -$3.75K -10 -0.2%
LFA
1247
Legacy Financial Advisors
Kentucky
$2.23M +$116K +308 +5%
MCA
1248
Magnolia Capital Advisors
Mississippi
$2.23M +$17.3K +46 +0.8%
ZF
1249
Zhang Financial
Michigan
$2.23M +$16.1K +43 +0.7%
JF
1250
Jump Financial
Illinois
$2.21M +$2.21M +5,883 New