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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 %
BPA
276
Beacon Pointe Advisors
California
$43.7M -$1.78M -5,303 -4%
NVCHI
277
New Vernon Capital Holdings II
New Jersey
$43.5M -$4.07M -12,120 -9%
HCMT
278
Highland Capital Management (Tennessee)
Tennessee
$43.2M -$383K -1,139 -0.9%
Sumitomo Mitsui Trust Group
279
Sumitomo Mitsui Trust Group
Japan
$43M +$8.99M +26,761 +26%
VFA
280
Voya Financial Advisors
Connecticut
$43M -$32.2M -96,650 -43%
PWLP
281
Prio Wealth Limited Partnership
Massachusetts
$42.8M +$108K +322 +0.3%
CB
282
Community Bank
New York
$42.8M -$661K -1,966 -2%
BS
283
Banco Santander
Spain
$42.8M -$5.17M -15,392 -11%
WAG
284
Winthrop Advisory Group
Massachusetts
$42.7M +$6.56M +19,380 +18%
SFS
285
Summit Financial Strategies
Ohio
$42.7M -$1.02M -3,045 -2%
Bank Julius Baer & Co
286
Bank Julius Baer & Co
Switzerland
$42.2M +$8.07M +24,006 +24%
ETS
287
ESL Trust Services
New York
$41.8M +$198K +590 +0.5%
NCM
288
Narwhal Capital Management
Georgia
$41.7M -$6.47M -19,261 -13%
FWCM
289
Ferguson Wellman Capital Management
Oregon
$41.6M +$1.59M +4,730 +4%
PIM
290
Parker Investment Management
California
$41.5M -$5.05M -15,035 -11%
NEPPG
291
New England Professional Planning Group
Rhode Island
$41.5M -$973K -2,768 -2%
SFS
292
Sowell Financial Services
Arkansas
$41M +$6.14M +18,280 +18%
DSA
293
Droms Strauss Advisors
Missouri
$41M +$516K +1,535 +1%
SIA
294
Sovereign Investment Advisors
Arizona
$40.5M +$171K +508 +0.4%
PP
295
Palladium Partners
Virginia
$39.8M -$231K -688 -0.6%
MA
296
Mutual Advisors
Nebraska
$39.6M -$1.09M -3,243 -3%
EIA
297
Eldridge Investment Advisors
New Hampshire
$39.3M -$311K -925 -0.8%
BHWM
298
Bar Harbor Wealth Management
New Hampshire
$39.2M -$4.33M -12,874 -10%
PSUF
299
People's United Financial
Connecticut
$39.1M -$5.84M -17,381 -13%
BOCM
300
Bontempo Ohly Capital Management
Maryland
$38.7M +$228K +679 +0.6%