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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 %
NPA
1951
Nichols & Pratt Advisers
Massachusetts
$276K
JWBC
1952
J.W. Burns & Co
New York
$274K
PRWA
1953
Platte River Wealth Advisors
Colorado
$274K
RM
1954
Resource Management
Louisiana
$273K -$68K -181 -20%
ACM
1955
Ategra Capital Management
Virginia
$273K +$376 +1 +0.1%
ST
1956
Sabal Trust
Florida
$272K
DBRC
1957
D.B. Root & Company
Pennsylvania
$271K -$413K -1,101 -60%
MAS
1958
Madden Advisory Services
Florida
$271K
HCIA
1959
Hochman Cole Investment Advisors
Illinois
$270K
TCWA
1960
Ten Capital Wealth Advisors
Washington
$268K +$375 +1 +0.1%
CFA
1961
Capstone Financial Advisors
Illinois
$266K
MA
1962
Mezzasalma Advisors
New Jersey
$266K +$266K +708 New
TNAM
1963
Terra Nova Asset Management
New York
$266K +$266K +708 New
DI
1964
DFPG Investments
Utah
$265K -$2.68K -7 -1%
DAC
1965
Dividend Assets Capital
South Carolina
$265K
CRWM
1966
Castle Rock Wealth Management
California
$264K +$264K +686 New
HHAA
1967
Henry H. Armstrong Associates
Pennsylvania
$263K -$28.2K -75 -10%
PNAA
1968
Pictet North America Advisors
Switzerland
$263K
STCOSD
1969
Sageworth Trust Company of South Dakota
South Dakota
$263K +$263K +700 New
Russell Investments Group
1970
Russell Investments Group
United Kingdom
$262K -$449K -1,200 -63%
KCPG
1971
Kavar Capital Partners Group
Kansas
$262K
CCM
1972
Cribstone Capital Management
Maine
$262K
OBWP
1973
O'Brien Wealth Partners
Massachusetts
$262K
AIC
1974
Argus Investors Counsel
New York
$261K -$22.9K -61 -8%
TW
1975
Towerpoint Wealth
California
$261K +$751 +2 +0.3%