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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 %
ACM
1651
Azimuth Capital Management
Michigan
$714K
FWSM
1652
First Wilshire Securities Management
California
$713K -$93.8K -250 -12%
DS
1653
Dudley & Shanley
Florida
$711K
WIA
1654
Westbourne Investment Advisors
Maryland
$708K +$247K +657 +53%
AFG
1655
Allegheny Financial Group
Pennsylvania
$708K +$708K +1,886 New
TCCM
1656
Timber Creek Capital Management
Massachusetts
$707K
CCMD
1657
Cypress Capital Management (Delaware)
Delaware
$706K +$1.13K +3 +0.2%
TIA
1658
Tiemann Investment Advisors
California
$703K -$252K -671 -26%
ECM
1659
Elgethun Capital Management
South Dakota
$701K -$23.7K -63 -3%
TWM
1660
Trinity Wealth Management
Pennsylvania
$701K +$701K +1,867 New
GSEP
1661
Golden State Equity Partners
California
$701K +$701K +1,869 New
LIA
1662
LS Investment Advisors
Michigan
$698K -$105M -279,800 -99%
CNFG
1663
Creegan & Nassoura Financial Group
New Hampshire
$694K
EDRH
1664
Edmond de Rothschild Holding
Switzerland
$693K +$141K +375 +26%
BDFN
1665
Bond & Devick Financial Network
Minnesota
$692K +$692K +1,843 New
ODCM
1666
Old Dominion Capital Management
Virginia
$691K
FBT
1667
First Bank & Trust
South Dakota
$690K -$3.75K -10 -0.5%
DP
1668
Dearborn Partners
Illinois
$690K +$690K +1,839 New
RAM
1669
Redmond Asset Management
Virginia
$689K -$4.88K -13 -0.7%
OSNBOA
1670
Old Second National Bank of Aurora
Illinois
$676K
NFC
1671
Northeast Financial Consultants
Connecticut
$672K +$27K +72 +4%
OWA
1672
Octavia Wealth Advisors
Ohio
$672K +$672K +1,790 New
APP
1673
Avantax Planning Partners
Iowa
$671K -$163K -435 -20%
VCM
1674
Violich Capital Management
California
$668K
MFW
1675
Mosaic Family Wealth
Missouri
$668K