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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 %
HAS
1351
HBW Advisory Services
California
$1.68M -$7.14K -19 -0.4%
W
1352
Wealthquest
Ohio
$1.68M +$43.2K +115 +3%
FTC
1353
Farmers Trust Company
Ohio
$1.68M -$15.4K -41 -0.9%
HWM
1354
Hemington Wealth Management
Virginia
$1.68M +$1.68M +4,464 New
GPA
1355
Garrison Point Advisors
California
$1.67M +$41.3K +110 +3%
IWAG
1356
Integer Wealth Advisors Group
Georgia
$1.67M +$1.67M +4,457 New
SFO
1357
Stokes Family Office
Louisiana
$1.65M +$9.39K +25 +0.6%
WT
1358
Washington Trust
Rhode Island
$1.65M
LC
1359
Lavaca Capital
Texas
$1.63M -$130K -346 -7%
B
1360
Bridgeworth
Alabama
$1.63M +$98K +261 +6%
APWM
1361
Atlas Private Wealth Management
New York
$1.62M +$359K +957 +28%
SFP
1362
Shepherd Financial Partners
Massachusetts
$1.61M -$94K -250 -6%
FAM
1363
Formidable Asset Management
Ohio
$1.61M +$1.12K +3 +0.1%
MFIMFI
1364
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.61M +$6.76K +18 +0.4%
SWM
1365
Sugarloaf Wealth Management
Georgia
$1.61M -$580K -1,546 -27%
FMC
1366
First Merchants Corp
Indiana
$1.61M +$88.2K +235 +6%
RBFC
1367
Roman Butler Fullerton & Co
Missouri
$1.59M +$3.38K +9 +0.2%
PP
1368
Patten & Patten
Tennessee
$1.59M +$80.7K +215 +5%
TP
1369
Tranquility Partners
Tennessee
$1.58M -$3.38K -9 -0.2%
BMO
1370
Beck Mack & Oliver
New York
$1.58M
SMM
1371
Stadion Money Management
Georgia
$1.58M -$181K -483 -10%
CAS
1372
Coppell Advisory Solutions
Texas
$1.58M +$1.58M +4,195 New
NCM
1373
Nelson Capital Management
California
$1.57M -$384K -1,023 -20%
LFA
1374
Lighthouse Financial Advisors
Maryland
$1.57M -$212K -566 -12%
CSPIA
1375
Cary Street Partners Investment Advisory
Virginia
$1.56M +$128K +341 +9%