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iShares Core S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJ
1301
Brouwer & Janachowski
California
$1.94M – – –
LK
1302
Lumbard & Kellner
New Hampshire
$1.94M +$1.94M +5,168 New
CDIA
1303
Capital Directions Investment Advisors
Georgia
$1.94M -$99.8K -266 -5%
BFWA
1304
Benchmark Financial Wealth Advisors
Florida
$1.93M +$267K +712 +16%
KBFS
1305
Kohmann Bosshard Financial Services
Ohio
$1.93M -$22.9K -61 -1%
TTWM
1306
TCV Trust & Wealth Management
Virginia
$1.93M +$83.3K +222 +5%
DP
1307
Denver PWM
Colorado
$1.91M -$125K -339 -6%
BOM
1308
Bank of Marin
California
$1.91M – – –
SWM
1309
Segment Wealth Management
Texas
$1.91M +$1.5K +4 +0.1%
PIA
1310
Perennial Investment Advisors
California
$1.91M +$656K +1,746 +52%
NEPWA
1311
New England Private Wealth Advisors
Massachusetts
$1.9M -$15.4K -41 -0.8%
ICM
1312
Islay Capital Management
Texas
$1.89M +$65.7K +175 +4%
PWPS
1313
Pinnacle Wealth Planning Services
Ohio
$1.89M -$24.8K -66 -1%
WPA
1314
West Paces Advisors
Georgia
$1.87M +$4.13K +11 +0.2%
VWM
1315
Valley Wealth Managers
New Jersey
$1.87M +$418K +1,113 +29%
SWM
1316
Stockman Wealth Management
Montana
$1.87M -$49.5K -132 -3%
TFS
1317
Thoroughbred Financial Services
Tennessee
$1.86M +$78.8K +210 +4%
AP
1318
Appleton Partners
Massachusetts
$1.86M -$164K -438 -8%
MPCG
1319
Matrix Private Capital Group
New York
$1.86M +$123K +328 +7%
BS
1320
Boenning & Scattergood
Pennsylvania
$1.86M +$29.3K +78 +2%
RBC
1321
Roble Belko & Company
Pennsylvania
$1.84M -$217K -578 -11%
CCA
1322
Clearwater Capital Advisors
Illinois
$1.84M -$61.6K -164 -3%
GP
1323
Girard Partners
Pennsylvania
$1.83M +$164K +437 +10%
EFL
1324
ERn Financial LLC
Wisconsin
$1.83M -$170K -452 -8%
BC
1325
Burleson & Co
California
$1.83M -$96.5K -257 -5%
51 52
53
54 55