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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 %
CAL
151
Capital Analysts LLC
Pennsylvania
$108M -$4.42M -11,762 -4%
HW
152
Hancock Whitney
Mississippi
$108M +$6.79M +18,082 +7%
EWF
153
Epstein & White Financial
California
$105M +$19.7M +52,471 +23%
AIA
154
Ally Invest Advisors
North Carolina
$104M +$12M +32,022 +13%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$104M +$12.1M +31,775 +13%
SPC
156
Sigma Planning Corp
Michigan
$104M +$5.18M +13,802 +5%
DLIC
157
Daido Life Insurance Company
Japan
$102M
AWC
158
Abundance Wealth Counselors
Pennsylvania
$102M -$1.08M -2,872 -1%
WT
159
Whittier Trust
California
$102M +$2.09M +5,569 +2%
RWM
160
Ritholtz Wealth Management
New York
$101M +$4.47M +11,899 +5%
TIA
161
Traphagen Investment Advisors
New Jersey
$101M -$6.42M -17,095 -6%
NA
162
NewEdge Advisors
Louisiana
$100M -$902K -2,402 -0.9%
SAM
163
Simplify Asset Management
Nevada
$99.3M +$99.3M +264,623 New
Mitsubishi UFJ Trust & Banking
164
Mitsubishi UFJ Trust & Banking
Japan
$98.7M -$4.58M -12,190 -4%
MMI
165
Matson Money Inc
Ohio
$97.4M +$23M +61,396 +31%
Grantham, Mayo, Van Otterloo & Co (GMO)
166
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$96.6M +$96.6M +257,200 New
GWM
167
Geneos Wealth Management
Colorado
$96.2M +$6.16M +16,449 +7%
GFP
168
Gryphon Financial Partners
Ohio
$95.4M +$3.43M +9,134 +4%
GC
169
Gilbert & Cook
Iowa
$95.4M -$7.02M -18,723 -7%
VC
170
Vicus Capital
Pennsylvania
$95.4M +$1.66M +4,435 +2%
MA
171
MUFG Americas
New York
$95.4M -$6.74M -17,943 -7%
PCIG
172
Partners Capital Investment Group
Massachusetts
$95M -$23.3M -62,152 -20%
5L
173
55I LLC
Massachusetts
$94.3M +$12.8M +34,093 +16%
GBBWRPM
174
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$93.9M -$1.04M -2,770 -1%
TF
175
TimeScale Financial
Massachusetts
$93.6M -$5.85M -15,573 -6%