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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 %
PMG
1751
ProVise Management Group
Florida
$548K +$251K +669 +85%
FP
1752
Financial Perspectives
Minnesota
$547K +$95.7K +255 +21%
TI
1753
Trexquant Investment
Connecticut
$545K -$3.74M -9,984 -87%
MWM
1754
Meridian Wealth Management
Kentucky
$543K -$323K -862 -37%
Wealthfront Advisers
1755
Wealthfront Advisers
California
$543K +$6.76K +18 +1%
CCT
1756
Capital City Trust
Florida
$539K
AAIM
1757
Asset Advisors Investment Management
Georgia
$538K
CHA
1758
Carmichael Hill & Associates
Maryland
$537K -$4.88K -13 -0.9%
FRA
1759
Front Row Advisors
California
$529K
HFS
1760
Haverford Financial Services
Pennsylvania
$527K +$67.2K +179 +15%
AGA
1761
Arkos Global Advisors
Texas
$526K
1WA
1762
180 Wealth Advisors
Washington
$523K -$77.6K -204 -13%
GC
1763
Gibson Capital
Pennsylvania
$523K
RPSA
1764
Richard P. Slaughter Associates
Texas
$521K +$94.5K +252 +22%
PA
1765
Prism Advisors
California
$518K
PHS
1766
Pekin Hardy Strauss
Illinois
$515K -$65.7K -175 -11%
ZIG
1767
Zurich Insurance Group
Switzerland
$515K
TBA
1768
Tower Bridge Advisors
Pennsylvania
$515K +$34.9K +93 +7%
HCM
1769
HM Capital Management
Missouri
$510K -$1.88K -5 -0.4%
PFA
1770
Pathway Financial Advisors
Vermont
$508K -$95.5K -250 -16%
EWA
1771
ERTS Wealth Advisors
Michigan
$506K -$22.9K -61 -4%
CGL
1772
Clarius Group LLC
Washington
$506K +$3.38K +9 +0.7%
GAB
1773
German American Bancorp
Indiana
$506K +$11.3K +30 +2%
WA
1774
Wambolt & Associates
Colorado
$505K -$36.8K -98 -7%
ACM
1775
Alpha Capital Management
Texas
$505K