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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 %
AHB
2001
Abner Herrman & Brock
New Jersey
$242K
CSPAM
2002
Cary Street Partners Asset Management
Virginia
$241K +$241K +643 New
ZCM
2003
Ziegler Capital Management
Illinois
$240K
WOC
2004
West Oak Capital
California
$240K +$24K +64 +11%
FNBTCON
2005
First National Bank & Trust Co of Newtown
Pennsylvania
$238K
ZIG
2006
Zuckerman Investment Group
Illinois
$238K
CSIA
2007
Charles Schwab Investment Advisory
California
$238K +$238K +634 New
BPM
2008
Bowling Portfolio Management
Ohio
$236K
IC
2009
Investment Counsel
Michigan
$236K
ICP
2010
Interchange Capital Partners
Pennsylvania
$236K +$236K +631 New
ACA
2011
Aptus Capital Advisors
Alabama
$233K -$801K -2,139 -77%
IGGA
2012
Iron Gate Global Advisors
Utah
$233K -$31.8K -85 -12%
JWBC
2013
John W. Brooker & Co
California
$230K
Luther King Capital Management (LKCM)
2014
Luther King Capital Management (LKCM)
Texas
$230K -$231K
BFG
2015
Berger Financial Group
Minnesota
$230K +$230K +612 New
TA
2016
TruWealth Advisors
Louisiana
$230K +$230K +613 New
CIAS
2017
CBIZ Investment Advisory Services
Ohio
$229K -$204K
FWM
2018
FSA Wealth Management
Massachusetts
$229K
ACS
2019
Archford Capital Strategies
Illinois
$227K
Qube Research & Technologies (QRT)
2020
Qube Research & Technologies (QRT)
United Kingdom
$226K +$226K +601 New
BII
2021
Bainco International Investors
Massachusetts
$225K
CBOR
2022
Community Bank of Raymore
Missouri
$225K
ACA
2023
Ackerman Capital Advisors
Texas
$224K -$4.13M -11,000 -95%
CPC
2024
Consolidated Planning Corp
Georgia
$224K
FAAM
2025
First Ascent Asset Management
Colorado
$223K -$218K -581 -49%