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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 %
PA
1501
Parkside Advisors
California
$1.1M -$101K -269 -8%
CCM
1502
Coe Capital Management
Illinois
$1.1M -$11.3K -30 -1%
BF
1503
Blankinship & Foster
California
$1.1M -$101K -268 -8%
HFP
1504
Holistic Financial Partners
Indiana
$1.09M -$375 -1 -0%
VCP
1505
Vista Capital Partners
Oregon
$1.09M -$33K -88 -3%
CWP
1506
CFM Wealth Partners
Texas
$1.09M – – –
CGFA
1507
Colton Groome Financial Advisors
North Carolina
$1.08M +$1.08M +2,877 New
CFA
1508
CWS Financial Advisors
Michigan
$1.07M -$13.9K -37 -1%
CDH
1509
Charles D. Hyman
$1.07M – – –
CB
1510
CNB Bank
Pennsylvania
$1.07M +$112K +299 +12%
AWM
1511
Altium Wealth Management
New York
$1.06M -$22.1K -59 -2%
GHA
1512
GW Henssler & Associates
Georgia
$1.06M +$3.38K +9 +0.3%
TIAM2
1513
Tru Independence Asset Management 2
Oregon
$1.06M +$1.06M +2,820 New
PTC
1514
Philadelphia Trust Company
Pennsylvania
$1.05M – – –
IA
1515
IndexIQ Advisors
New York
$1.05M +$400K +1,066 +62%
LWM
1516
Lyell Wealth Management
California
$1.05M +$408K +1,087 +63%
IWA
1517
Intercontinental Wealth Advisors
Texas
$1.05M -$93.9K -250 -8%
MSR
1518
Main Street Research
Connecticut
$1.05M +$31.5K +84 +3%
TCBWMS
1519
Texas Capital Bank Wealth Management Services
Texas
$1.05M -$683K -1,818 -39%
HCM
1520
Horan Capital Management
Maryland
$1.05M +$39.8K +106 +4%
PP
1521
Pacifica Partners
Canada
$1.05M +$17.8K +48 +2%
RFWA
1522
RPg Family Wealth Advisory
Massachusetts
$1.05M +$69.8K +186 +7%
PL
1523
Parthenon LLC
Kentucky
$1.04M -$15K -40 -1%
FNC
1524
First National Corp
Massachusetts
$1.04M +$69.1K +184 +7%
LNWWM
1525
Laird Norton Wetherby Wealth Management
California
$1.04M +$140K +373 +16%
59 60
61
62 63