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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 %
FIM
1476
Freedom Investment Management
Connecticut
$1.18M -$345K -919 -23%
BCM
1477
Brookmont Capital Management
Texas
$1.18M +$6.38K +17 +0.5%
CA
1478
Corrado Advisors
New Jersey
$1.18M +$34.5K +92 +3%
DDC
1479
DF Dent & Co
Maryland
$1.17M -$21.4K -57 -2%
HFS
1480
HBC Financial Services
Washington
$1.17M
JLBC
1481
J.L. Bainbridge & Co
Florida
$1.16M -$11.3K -30 -1%
CCM
1482
Colorado Capital Management
Colorado
$1.16M -$5.62K -15 -0.5%
TCOT
1483
Trust Company of Toledo
Ohio
$1.16M -$1.88K -5 -0.2%
LWA
1484
Lenox Wealth Advisors
New York
$1.16M +$594K +1,582 +104%
NP
1485
NorthRock Partners
Minnesota
$1.16M -$295K -785 -20%
TF
1486
TRH Financial
Iowa
$1.16M +$141K +375 +14%
RG
1487
Rathbones Group
United Kingdom
$1.15M
LPIC
1488
LeJeune Puetz Investment Counsel
Michigan
$1.15M
RPWA
1489
Regent Peak Wealth Advisors
Georgia
$1.15M +$50.7K +135 +5%
SWK
1490
Stephen W. Kidder
$1.15M +$18.8K +50 +2%
JFS
1491
JD Financial Services
Pennsylvania
$1.15M +$1.15M +3,050 New
BFA
1492
Brown Financial Advisory
Alabama
$1.15M +$1.15M +3,050 New
GB
1493
Goepper Burkhardt
South Carolina
$1.13M +$1.13M +3,001 New
DLHL
1494
Donald L. Hagan LLC
Florida
$1.12M -$147K -391 -12%
CBN
1495
Cadence Bank NA
Texas
$1.12M +$6.76K +18 +0.6%
PA
1496
Paracle Advisors
Washington
$1.11M
SIS
1497
SVB Investment Services
Utah
$1.11M -$146K -389 -12%
AIA
1498
Arbor Investment Advisors
North Carolina
$1.11M +$68.3K +182 +7%
ACP
1499
Arcus Capital Partners
Georgia
$1.1M +$1.1M +2,935 New
CCMG
1500
Clark Capital Management Group
Pennsylvania
$1.1M -$192M -512,651 -99%