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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 %
SBF
1851
Sara-Bay Financial
Florida
$398K +$6.38K +17 +2%
TPW
1852
TL Private Wealth
Texas
$394K -$20.8K -54 -5%
MWM
1853
Minot Wealth Management
Massachusetts
$389K +$20.7K +55 +6%
FPB
1854
First PREMIER Bank
South Dakota
$385K
AWM
1855
Aberdeen Wealth Management
Illinois
$385K
SWA
1856
Sutton Wealth Advisors
Florida
$384K +$8.26K +22 +2%
BRWM
1857
B. Riley Wealth Management
Tennessee
$384K
CFFP
1858
Center for Financial Planning
Michigan
$384K
CH
1859
Canton Hathaway
Rhode Island
$384K +$384K +1,024 New
CC
1860
Callan Capital
California
$383K
FFWM
1861
Future Financial Wealth Management
Ohio
$383K +$383K +1,021 New
CAMG
1862
CWA Asset Management Group
Florida
$380K -$362K -963 -49%
BCP
1863
Blue Chip Partners
Michigan
$380K -$15.8K -42 -4%
AA
1864
Auxano Advisors
Washington
$379K +$3.76K +10 +1%
OHIS
1865
Oak Harvest Investment Services
Texas
$378K +$378K +1,006 New
GC
1866
Garde Capital
Washington
$377K
EB
1867
Eastern Bank
Massachusetts
$375K -$153K -407 -29%
MLL
1868
Moody Lynn & Lieberson
Massachusetts
$375K
MMPW
1869
Mitchell McLeod Pugh & Williams
Alabama
$371K
WIC
1870
Woodmont Investment Counsel
Tennessee
$371K
AIM
1871
AMI Investment Management
Indiana
$370K
ONST
1872
Old North State Trust
North Carolina
$369K -$67.3K -179 -15%
AP
1873
Atwood & Palmer
Missouri
$368K +$48.5K +129 +15%
BFG
1874
Bouchey Financial Group
New York
$368K +$368K +979 New
G
1875
Gainplan
Michigan
$365K -$6.75K -18 -2%