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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 %
GWSG
1451
GPS Wealth Strategies Group
Colorado
$1.26M +$230K +613 +22%
CW
1452
Cabot-Wellington
Massachusetts
$1.25M +$1.25M +3,337 New
SCM
1453
SOL Capital Management
Maryland
$1.25M +$65.7K +175 +6%
AIM
1454
Alhambra Investment Management
Florida
$1.25M -$149K -398 -11%
AM
1455
Atwater Malick
Pennsylvania
$1.25M +$12K +32 +1%
WAOTB
1456
Wealth Advisors of Tampa Bay
Florida
$1.24M +$7.88K +21 +0.6%
APC
1457
Aspire Private Capital
North Carolina
$1.24M +$194K +516 +18%
FBFS
1458
First Business Financial Services
Wisconsin
$1.24M +$23.3K +62 +2%
ECM
1459
Evergreen Capital Management
Washington
$1.24M +$69.4K +185 +6%
AIP
1460
Almanack Investment Partners
Pennsylvania
$1.23M +$521K +1,387 +73%
KLCM
1461
KG&L Capital Management
Louisiana
$1.23M -$17.3K -46 -1%
SAM
1462
Summit Asset Management
Tennessee
$1.23M +$1.5K +4 +0.1%
BW
1463
Bison Wealth
Georgia
$1.23M +$17.6K +47 +1%
EM
1464
Excalibur Management
Massachusetts
$1.22M -$54.4K -145 -4%
QCIG
1465
Quad-Cities Investment Group
Iowa
$1.22M +$42K +112 +4%
TFA
1466
Teamwork Financial Advisors
Texas
$1.22M -$130K -346 -10%
OBGC
1467
O'Brien Greene & Co
Pennsylvania
$1.22M +$4.13K +11 +0.3%
LA
1468
Legacy Advisors
Pennsylvania
$1.22M -$4.5K -12 -0.4%
EGA
1469
E&G Advisors
Texas
$1.22M -$30K -80 -2%
TCM
1470
Tufton Capital Management
Maryland
$1.22M +$103K +274 +9%
PCMC
1471
Private Capital Management (Colorado)
Colorado
$1.2M -$35.3K -94 -3%
EHC
1472
Everett Harris & Co
California
$1.2M +$34.5K +92 +3%
CFD
1473
Creative Financial Designs
Indiana
$1.2M +$146K +389 +14%
MIM
1474
Macroview Investment Management
Maryland
$1.2M +$118K +315 +11%
PFM
1475
Peak Financial Management
Massachusetts
$1.19M -$49.9K -133 -4%