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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 %
SFG
1526
Sowa Financial Group
Rhode Island
$1.04M
SCP
1527
Sandhill Capital Partners
New York
$1.03M +$40.6K +108 +4%
Toronto Dominion Bank
1528
Toronto Dominion Bank
Ontario, Canada
$1.03M
TCMP
1529
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.03M +$1.03M +2,738 New
BMWM
1530
Brown Miller Wealth Management
Virginia
$1.02M +$1.02M +2,727 New
CWA
1531
Clearview Wealth Advisors
Oregon
$1.02M +$1.02M +2,729 New
CT
1532
Cambridge Trust
Massachusetts
$1.02M -$53.3K -142 -5%
LCC
1533
Lincoln Capital Corp
Rhode Island
$1.02M -$14.3K -38 -1%
AFA
1534
American Financial Advisors
Georgia
$1.02M -$3.38K -9 -0.3%
MAM
1535
MMA Asset Management
Pennsylvania
$1.02M +$1.02M +2,713 New
GAM
1536
Griffin Asset Management
New York
$1.02M -$356K -948 -26%
NHC
1537
Nicholas Hoffman & Company
Georgia
$1.02M +$5.26K +14 +0.5%
SA
1538
Shilanski & Associates
Alaska
$1.02M +$1.02M +2,706 New
GB
1539
Gunma Bank
Japan
$1.01M +$1.01M +2,700 New
FDCC
1540
Foster Dykema Cabot & Co
Massachusetts
$1.01M
FMTC
1541
Farmers & Merchants Trust Company
California
$1.01M
WFA
1542
Wipfli Financial Advisors
Wisconsin
$1M +$1M +2,672 New
BAM
1543
Barrett Asset Management
New York
$1M +$135K +360 +16%
HR
1544
Hayden Royal
North Carolina
$1M -$1.42M -3,769 -59%
RP
1545
Reinhart Partners
Wisconsin
$991K
CPC
1546
Congress Park Capital
New York
$987K -$298K -795 -23%
BCM
1547
BTR Capital Management
California
$973K +$60.4K +161 +7%
LS
1548
Leelyn Smith
Illinois
$959K -$108K -289 -10%
RFN
1549
RDA Financial Network
Iowa
$959K -$15.8K -42 -2%
SWMP
1550
Signature Wealth Management Partners
New Jersey
$952K +$952K +2,536 New