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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 %
LGWM
201
Litman Gregory Wealth Management
California
$78.3M +$681K +1,814 +0.9%
ABTD
202
Arvest Bank Trust Division
Oklahoma
$77.8M +$2.3M +6,135 +3%
KIM
203
Karpus Investment Management
New York
$77.7M -$153K -408 -0.2%
SPIA
204
Steward Partners Investment Advisory
New York
$76.6M +$1.96M +5,211 +3%
FIB
205
First Interstate Bank
Montana
$76.5M +$615K +1,637 +0.8%
FI
206
FormulaFolio Investments
Michigan
$75.5M +$42.4M +112,898 +128%
HI
207
Human Investing
Oregon
$75.5M +$8.12M +21,640 +12%
MFS
208
McNamara Financial Services
Massachusetts
$75.4M -$84.7K -252 -0.1%
RWP
209
RWA Wealth Partners
Massachusetts
$75.1M -$11.4M -30,440 -13%
TFM
210
TFC Financial Management
Massachusetts
$75M +$5.12M +13,629 +7%
CPCM
211
Cornerstone Partners Capital Management
Virginia
$75M +$75M +199,849 New
Bank of Nova Scotia
212
Bank of Nova Scotia
Ontario, Canada
$74.9M -$175M -466,920 -70%
GSAM
213
Grant Street Asset Management
Pennsylvania
$74.8M +$14.7M +39,039 +24%
PIMJS
214
PKO Investment Management Joint-Stock
Poland
$74.3M +$12.1M +32,197 +19%
PP
215
Pegasus Partners
Wisconsin
$73.5M -$422K -1,125 -0.6%
SAM
216
Satovsky Asset Management
New York
$73.2M +$73.2M +194,283 New
AI
217
Atria Investments
North Carolina
$72.6M +$7.5M +19,971 +12%
RWM
218
RKL Wealth Management
Pennsylvania
$72.3M -$232K -619 -0.3%
CIM
219
CIM Investment Management
Pennsylvania
$72.1M -$3.34M -8,910 -4%
WBG
220
Wharton Business Group
Pennsylvania
$71.3M -$9.39K -25 -0%
HIH
221
HRS Investment Holdings
New York
$70.3M
FCFS
222
First Command Financial Services
Texas
$70.3M +$3.89M +10,373 +6%
FCB
223
First Command Bank
Texas
$70.3M +$3.89M +10,373 +6%
FNBOH
224
First National Bank of Hutchinson
Kansas
$69.8M +$5.36M +14,416 +8%
BDF
225
Balasa Dinverno & Foltz
$69.3M -$2.18M -5,806 -3%