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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 %
KTC
1576
Kistler-Tiffany Companies
Pennsylvania
$898K +$45.1K +120 +5%
BWM
1577
Birchcreek Wealth Management
Ohio
$898K +$898K +2,393 New
NIM
1578
Nicollet Investment Management
Minnesota
$893K -$30.8K -82 -3%
SWM
1579
Selective Wealth Management
Virginia
$893K -$11.3K -30 -1%
FMI
1580
F/M Investments
District of Columbia
$890K +$890K +2,372 New
MCM
1581
Mengis Capital Management
Oregon
$882K -$16.1K -43 -2%
RC
1582
Randolph Company
Ohio
$880K +$14.3K +38 +2%
SFA
1583
Seneca Financial Advisors
New York
$876K +$876K +2,334 New
FA
1584
Financial Advisors
Massachusetts
$875K -$9.38K -25 -1%
SPL
1585
Smart Portfolios LLC
Washington
$863K +$592K +1,577 +218%
QAM
1586
QCI Asset Management
New York
$860K -$140K -373 -14%
IFG
1587
Investors Financial Group
Minnesota
$854K +$71.7K +191 +9%
AWMG
1588
Alliance Wealth Management Group
New Jersey
$847K -$188K -499 -18%
FWM
1589
Focused Wealth Management
New York
$847K +$27.8K +74 +3%
CAL
1590
Capital Advisors Ltd
Ohio
$844K
IIA
1591
IPG Investment Advisors
California
$843K
AIS
1592
American Investment Services
Massachusetts
$836K
MBTD
1593
Mechanics Bank - Trust Department
California
$833K
KAH
1594
Kathryn A. Hall
$831K
PCM
1595
Palisade Capital Management
New Jersey
$829K +$227K +606 +38%
MIG
1596
McGuire Investment Group
Rhode Island
$828K -$6K -16 -0.7%
CA
1597
CGN Advisors
Kansas
$828K +$828K +2,205 New
BO
1598
Bank OZK
Arkansas
$821K -$15K -40 -2%
HCA
1599
Horan Capital Advisors
Ohio
$821K +$64.6K +172 +9%
WCM
1600
Weik Capital Management
Pennsylvania
$821K +$139K +370 +20%