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iShares Core S&P 500 ETF

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
226
AMG National Trust Bank
Colorado
$56.4M -$1.2M -3,557 -2%
PIMJS
227
PKO Investment Management Joint-Stock
Poland
$55.7M +$4.22M +12,570 +8%
AA
228
ALPS Advisors
Colorado
$55.2M -$4.42M -13,150 -7%
MW
229
Marcum Wealth
Ohio
$55.2M -$7.89M -23,471 -13%
OEP
230
Ocean Endowment Partners
Illinois
$55.1M -$461K -1,783 -0.8%
BBHC
231
Brown Brothers Harriman & Co
New York
$54.8M -$5.73M -17,061 -9%
DWM
232
Destination Wealth Management
California
$54.4M -$2.29M -6,820 -4%
APCM
233
Alaska Permanent Capital Management
Alaska
$54.3M -$1.83M -5,435 -3%
GSAM
234
Grant Street Asset Management
Pennsylvania
$53.8M -$550K -1,637 -1%
BCI
235
Brinker Capital Investments
Pennsylvania
$53.8M +$53.1M +157,905 +7,606%
PWA
236
Physician Wealth Advisors
Utah
$53.6M +$1.95M +5,897 +4%
CAM
237
Chandler Asset Management
California
$53.5M +$8.4K +25 +0%
JWM
238
Janiczek Wealth Management
Colorado
$52.6M -$1.47M -4,366 -3%
BCM
239
Brookstone Capital Management
Illinois
$52.1M +$16.4M +48,937 +46%
GC
240
Grimes & Company
Massachusetts
$51.5M -$2.88M -8,565 -5%
LNC
241
Lincoln National Corp
Pennsylvania
$51.2M +$4.28M +12,728 +9%
MA
242
Montag & Associates
Georgia
$51.1M -$159K -474 -0.3%
Kayne Anderson Rudnick Investment Management
243
Kayne Anderson Rudnick Investment Management
California
$51M +$1.93M +5,733 +4%
Nuveen Asset Management
244
Nuveen Asset Management
Illinois
$50.8M -$2.41M -7,160 -5%
CI
245
Conning Inc
Connecticut
$50.3M -$235K -700 -0.5%
GT
246
Glenmede Trust
Pennsylvania
$49.5M +$3.38M +10,049 +7%
SWP
247
Stratos Wealth Partners
Ohio
$49.4M -$7.58M -22,545 -13%
DADC
248
D.A. Davidson & Co
Montana
$49.4M +$238K +709 +0.5%
CC
249
Courier Capital
New York
$48.6M -$10.7M -30,446 -18%
FAAS
250
First Allied Advisory Services
California
$48.6M +$1.87M +5,578 +4%