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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 %
LCM
2026
LVM Capital Management
Michigan
$223K +$223K +594 New
IWP
2027
Innova Wealth Partners
Pennsylvania
$223K +$223K +594 New
UWM
2028
USAdvisors Wealth Management
Minnesota
$221K +$221K +590 New
SFS
2029
Strategic Financial Services
New York
$218K +$218K +580 New
BFS
2030
Bickling Financial Services
Massachusetts
$218K +$218K +580 New
SAMC
2031
Spectrum Asset Management (California)
California
$216K +$216K +575 New
FANJ
2032
Financial Architects (New Jersey)
New Jersey
$216K +$216K +575 New
TIM
2033
Thompson Investment Management
Wisconsin
$216K +$216K +576 New
NB
2034
NBT Bank
New York
$215K +$215K +572 New
KIG
2035
Kowal Investment Group
Wisconsin
$214K +$214K +563 New
ACWM
2036
Adams Chetwood Wealth Management
North Carolina
$214K +$214K +571 New
RBCM
2037
Raub Brock Capital Management
California
$213K +$213K +568 New
DIA
2038
Dana Investment Advisors
Wisconsin
$210K -$16.2K -43 -7%
RCA
2039
Ranch Capital Advisors
Florida
$210K -$6K -16 -3%
GWAG
2040
Garrett Wealth Advisory Group
Texas
$210K +$210K +559 New
OSAM
2041
O'Shaughnessy Asset Management
Connecticut
$209K +$144K +385 +223%
PAI
2042
Pittenger & Anderson Inc
Nebraska
$208K -$3.76K -10 -2%
WWA
2043
WC Walker & Associates
California
$208K +$208K +531 New
RFM
2044
Royal Fund Management
Florida
$205K +$205K +547 New
MCM
2045
McMillion Capital Management
North Carolina
$203K -$37.5K -100 -16%
SFMG
2046
Sage Financial Management Group
Virginia
$203K +$203K +540 New
GCP
2047
GSA Capital Partners
United Kingdom
$202K +$202K +539 New
FPIS
2048
Financial Planning & Information Services
Wisconsin
$201K +$201K +535 New
RCM
2049
Radnor Capital Management
Pennsylvania
$200K -$73.3K -195 -27%
BI
2050
Blooom Inc
Kansas
$200K +$200K +345 New