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iShares Core S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMNY
1876
Howard Capital Management (New York)
New York
$365K +$88.9K +237 +32%
TPA
1877
Trivium Point Advisory
Connecticut
$363K -$193K -507 -35%
NSB
1878
Norway Savings Bank
Maine
$361K -$18.8K -50 -5%
KFS
1879
Kaizen Financial Strategies
California
$359K +$359K +957 New
SAM
1880
Seelaus Asset Management
New Jersey
$357K – – –
MAM
1881
McLean Asset Management
Virginia
$356K +$356K +947 New
SWIG
1882
Strategic Wealth Investment Group
Kentucky
$356K +$356K +949 New
SDWIA
1883
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$354K +$29.3K +78 +9%
AWAP
1884
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$354K +$354K +944 New
FWM
1885
Foresight Wealth Management
Utah
$352K -$654K -1,740 -65%
FCM
1886
Firestone Capital Management
Florida
$352K +$56.2K +150 +19%
SIA
1887
Stegner Investment Associates
Kentucky
$352K +$101K +269 +40%
TW
1888
TrinityPoint Wealth
Connecticut
$347K -$27.3K -71 -7%
TAM
1889
Townsend Asset Management
North Carolina
$346K +$376 +1 +0.1%
GFG
1890
Greystone Financial Group
Michigan
$346K +$346K +883 New
AWA
1891
Acorn Wealth Advisors
Michigan
$345K +$7.51K +20 +2%
CAM
1892
Cozad Asset Management
Illinois
$343K -$1.78M -4,734 -84%
BFA
1893
Bragg Financial Advisors
North Carolina
$343K – – –
HTHT
1894
Hemenway Trust Hemenway Trust
New Hampshire
$343K – – –
VPIM
1895
Vanguard Personalized Indexing Management
California
$341K +$341K +909 New
FA
1896
FMA Advisory
Pennsylvania
$340K -$10.1K -27 -3%
HCM
1897
Howland Capital Management
Massachusetts
$340K -$376 -1 -0.1%
TP
1898
Truvvo Partners
New York
$340K – – –
AWA
1899
ARS Wealth Advisors
Florida
$340K – – –
SIM
1900
Sadoff Investment Management
Wisconsin
$339K +$35.3K +94 +12%
74 75
76
77 78