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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 %
RPGK
1251
Retirement Planning Group (Kansas)
Kansas
$2.2M -$1.88K -5 -0.1%
MOS
1252
MGO One Seven
Ohio
$2.2M +$646K +1,721 +42%
PMA
1253
Prudent Man Advisors
Illinois
$2.2M -$559K -1,489 -20%
FM
1254
Family Management
New York
$2.2M +$2.2M +5,852 New
CAM
1255
Carret Asset Management
New York
$2.19M +$207K +551 +10%
TCM
1256
Traynor Capital Management
Pennsylvania
$2.18M +$4.13K +11 +0.2%
PG
1257
Patten Group
Tennessee
$2.18M +$17.3K +46 +0.8%
LA
1258
LexAurum Advisors
Kansas
$2.18M +$963K +2,565 +79%
MP
1259
McDonald Partners
Ohio
$2.18M +$2.18M +5,807 New
M
1260
MOTCO
Texas
$2.17M -$224K -596 -9%
CA
1261
CapWealth Advisors
Tennessee
$2.16M +$2.16M +5,741 New
HH
1262
HWG Holdings
Texas
$2.15M -$1.33M -3,547 -38%
EWA
1263
Encompass Wealth Advisors
Oregon
$2.14M +$2.14M +5,710 New
EWMCB
1264
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.14M +$89K +237 +4%
Nomura Asset Management
1265
Nomura Asset Management
Japan
$2.13M
AWA
1266
Arete Wealth Advisors
Illinois
$2.13M +$2.13M +5,720 New
CL
1267
CIM LLC
New York
$2.12M +$11.7K +30 +0.6%
DJSG
1268
D.J. St. Germain
Massachusetts
$2.12M -$77.4K -206 -4%
ATFA
1269
All Terrain Financial Advisors
Minnesota
$2.11M +$2.11M +5,615 New
SA
1270
SRH Advisors
Kansas
$2.11M
BDF
1271
Black Diamond Financial
Maryland
$2.1M +$196K +521 +10%
VR
1272
Viridian RIA
Washington
$2.1M +$5.63K +15 +0.3%
BA
1273
Bluesphere Advisors
Pennsylvania
$2.1M +$2.1M +5,594 New
FPCP
1274
Fort Point Capital Partners
California
$2.1M -$7.51K -20 -0.4%
EA
1275
Emerald Advisors
Washington
$2.1M -$52.2K -139 -2%