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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 %
SC
1376
Slow Capital
California
$1.56M -$68K -181 -4%
EAMA
1377
EFG Asset Management (Americas)
Florida
$1.56M -$195K -520 -11%
VAM
1378
Verity Asset Management
North Carolina
$1.55M -$45.4K -121 -3%
FSC
1379
Full Sail Capital
Oklahoma
$1.55M -$415K -1,078 -21%
WFWM
1380
Wechter Feldman Wealth Management
New Jersey
$1.55M -$22.1K -59 -1%
LFG
1381
Larson Financial Group
Missouri
$1.55M -$28.5K -76 -2%
AFC
1382
Adaptive Financial Consulting
Ohio
$1.54M -$33K -88 -2%
IAA
1383
Ironsides Asset Advisors
North Carolina
$1.54M
TWM
1384
Titus Wealth Management
California
$1.54M +$29.6K +79 +2%
WCWM
1385
Willow Creek Wealth Management
California
$1.53M -$83.7K -223 -5%
NAM
1386
NTV Asset Management
West Virginia
$1.53M +$376 +1 +0%
WF
1387
Welch & Forbes
Massachusetts
$1.53M -$709K -1,890 -32%
DACG
1388
Donor Advised Charitable Giving
California
$1.53M -$48.4K -129 -3%
HL
1389
HeadInvest LLC
Maine
$1.52M +$92K +245 +6%
MCG
1390
MACRO Consulting Group
New Jersey
$1.52M -$20.7K -55 -1%
IWS
1391
Insight Wealth Strategies
California
$1.51M +$1.02M +2,709 +206%
LWMM
1392
Legacy Wealth Management (Mississippi)
Mississippi
$1.5M
SFSIG
1393
San Francisco Sentry Investment Group
California
$1.5M -$3K -8 -0.2%
KFI
1394
Key Financial Inc
Pennsylvania
$1.49M +$108K +289 +8%
SHWM
1395
Silicon Hills Wealth Management
Texas
$1.49M +$673K +1,792 +82%
CA
1396
Claro Advisors
Massachusetts
$1.49M -$117K -311 -7%
BCM
1397
Breiter Capital Management
Florida
$1.49M +$60.8K +162 +4%
BA
1398
Bridge Advisory
California
$1.48M +$1.48M +3,940 New
JFGLC
1399
Johnson Financial Group LLC (Colorado)
Colorado
$1.47M +$1.47M +3,920 New
MIM
1400
Montgomery Investment Management
Maryland
$1.46M