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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 %
EWM
1801
Executive Wealth Management
Michigan
$464K +$37.9K +101 +9%
PPWM
1802
PFG Private Wealth Management
Florida
$461K +$4.13K +11 +0.9%
WEC
1803
Winslow Evans & Crocker
Massachusetts
$461K +$142K +379 +45%
BCMO
1804
Buckingham Capital Management (Ohio)
Ohio
$458K -$46.6K -124 -9%
LDB
1805
Lee, Danner & Bass
Tennessee
$458K -$1.88K -5 -0.4%
HIMC
1806
Heritage Investors Management Corp
Maryland
$455K +$136K +362 +43%
VST
1807
Van Strum & Towne
California
$453K
JCM
1808
Jacobi Capital Management
Pennsylvania
$450K +$1.5K +4 +0.3%
PAMU
1809
Pictet Asset Management (UK)
United Kingdom
$450K +$11.3K +30 +3%
CST
1810
Charles Schwab Trust
Nevada
$448K +$56.3K +150 +14%
SW
1811
SlateStone Wealth
Florida
$447K -$323K -860 -42%
TCOO
1812
Trust Company of Oklahoma
Oklahoma
$446K +$160K +427 +56%
HCM
1813
Hengehold Capital Management
Ohio
$445K
MPIA
1814
Mountain Pacific Investment Advisers
Idaho
$445K
RAM
1815
Riggs Asset Management
Pennsylvania
$445K +$147K +392 +49%
PS
1816
Portfolio Strategies
New York
$444K
LJAC
1817
L.J. Altfest & Co
New York
$442K -$168K -447 -28%
NS
1818
Newman & Schimel
Illinois
$442K +$442K +1,177 New
DC
1819
Defender Capital
North Carolina
$441K
WF
1820
WoodTrust Financial
Wisconsin
$441K
CP
1821
Coho Partners
Pennsylvania
$440K +$440K +1,172 New
MW
1822
MBL Wealth
North Carolina
$440K +$440K +1,172 New
SL
1823
Summitry LLC
California
$438K -$171K -456 -28%
PCM
1824
Pointe Capital Management
Michigan
$438K
PIG
1825
Pantheon Investment Group
California
$432K -$22.1K -59 -5%