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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 %
SWM
1701
Southern Wealth Management
Texas
$627K -$18.5M -49,282 -97%
Legal & General Group
1702
Legal & General Group
United Kingdom
$627K
Kovitz Investment Group Partners
1703
Kovitz Investment Group Partners
Illinois
$627K +$86.8K +231 +16%
HPC
1704
HM Payson & Co
Maine
$626K -$492K -1,310 -44%
TNBTD
1705
Trustmark National Bank Trust Department
Mississippi
$624K -$41.3K -110 -6%
ME
1706
McIlrath & Eck
Washington
$618K -$18K -48 -3%
HFAS
1707
Hummer Financial Advisory Services
Illinois
$618K
MIC
1708
Means Investment Company
Maine
$613K +$2.36K +6 +0.4%
CS
1709
Cannell & Spears
New York
$610K
MAA
1710
Matrix Asset Advisors
New York
$609K +$24.8K +66 +4%
AW
1711
Avion Wealth
Texas
$608K
CIP
1712
Chartwell Investment Partners
Pennsylvania
$607K
SQA
1713
Simon Quick Advisors
New Jersey
$605K -$38.7K -103 -6%
LC
1714
Lincoln Capital
Nebraska
$604K +$204K +544 +51%
SHWM
1715
Smith & Howard Wealth Management
Georgia
$603K -$93.1K -248 -13%
ISL
1716
Ingalls & Snyder LLC
New York
$603K
LJHT
1717
Laurie J. Hall Trustee
$598K -$1.13K -3 -0.2%
Susquehanna International Group
1718
Susquehanna International Group
Pennsylvania
$596K -$8.74M -23,281 -94%
FNBOO
1719
First National Bank of Omaha
Nebraska
$594K
H
1720
HoyleCohen
California
$593K +$19.5K +52 +3%
CHP
1721
Cable Hill Partners
Oregon
$591K +$7.13K +19 +1%
TPCM
1722
Three Peaks Capital Management
Colorado
$587K +$587K +1,565 New
TAM
1723
Taurus Asset Management
New York
$584K
TFA
1724
TPG Financial Advisors
Oregon
$581K
HFG
1725
Heron Financial Group
New York
$581K +$35.8K +94 +7%