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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 %
IP
2201
Intellectus Partners
California
-$399K -1,187 Closed
AA
2202
Advisory Alpha
Michigan
-$341K -997 Closed
VF
2203
Virtu Financial
New York
-$303K -903 Closed
FMI
2204
Fiduciary Management Inc
Wisconsin
-$289K -860 Closed
MD
2205
Money Design
Japan
-$286K -851 Closed
RCS
2206
Retirement Capital Strategies
California
-$270K -824 Closed
WI
2207
WBI Investments
New Jersey
-$262K -780 Closed
OAM
2208
Oppenheimer Asset Management
New York
-$255K -760 Closed
PW
2209
Peninsula Wealth
California
-$252K -751 Closed
VBFG
2210
Vishria Bird Financial Group
Tennessee
-$250K -745 Closed
G
2211
GenTrust
Florida
-$249K -742 Closed
RPA
2212
Rock Point Advisors
Vermont
-$237K -705 Closed
TI
2213
Tidal Investments
Wisconsin
-$228K -680 Closed
HGWM
2214
Horst & Graben Wealth Management
Oregon
-$228K -678 Closed
CB
2215
Cadence Bank
Mississippi
-$202K -602 Closed
JSA
2216
Jacobson & Schmitt Advisors
Wisconsin
-$201K -597 Closed
RP
2217
Rowlandmiller & Partners
Georgia
-$131K -508 Closed
PCWA
2218
Pacific Capital Wealth Advisors
California
-$109K -325 Closed
HIIFS
2219
Harel Insurance Investments & Financial Services
Israel
-$72K -215 Closed
EWA
2220
Evolution Wealth Advisors
Florida
-$64K -190 Closed
CCM
2221
Chiron Capital Management
Florida
-$59K -175 Closed
CHAM
2222
Clear Harbor Asset Management
Connecticut
-$37K -110 Closed
BBL
2223
Beck Bode LLC
Massachusetts
-$8K -25 Closed