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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 %
NC
726
NovaPoint Capital
Georgia
$7.42M -$2.44M -7,268 -25%
LIM
727
Leavell Investment Management
Alabama
$7.38M +$31.9K +95 +0.4%
IC
728
Intersect Capital
California
$7.36M +$48.1K +143 +0.7%
VC
729
Veracity Capital
Georgia
$7.34M +$1.64M +13,104 +29%
DIM
730
Delta Investment Management
California
$7.33M -$6.03M -17,940 -45%
MWM
731
Mattern Wealth Management
Kansas
$7.31M +$1.35M +4,008 +23%
KPW
732
Kore Private Wealth
New York
$7.25M +$2.32M +6,916 +47%
JIP
733
Jaffetilchin Investment Partners
Florida
$7.24M +$1.42M +4,236 +24%
CTC
734
Central Trust Company
Missouri
$7.23M +$433K +1,288 +6%
BUB
735
BBVA USA Bancshares
Texas
$7.23M -$1.14M -3,379 -14%
GRP
736
Global Retirement Partners
California
$7.23M -$320K -952 -4%
PCA
737
Peddock Capital Advisors
Massachusetts
$7.19M -$385K -1,147 -5%
CA
738
Calton & Associates
Florida
$7.17M +$485K +1,442 +7%
WP
739
WealthPLAN Partners
Nebraska
$7.14M -$194K -547 -3%
AF
740
Apexium Financial
Texas
$7.11M -$4.68M -13,922 -40%
FA
741
FDx Advisors
Illinois
$7.11M -$726K -2,159 -9%
IIC
742
Integrated Investment Consultants
Michigan
$7.1M +$648K +1,929 +10%
PCA
743
Providence Capital Advisors
North Carolina
$7.08M -$184K -548 -3%
WAP
744
Wealthcare Advisory Partners
Pennsylvania
$7.04M +$1.75M +5,197 +33%
DBT
745
Dubuque Bank & Trust
Iowa
$6.99M +$5.36M +15,941 +328%
CCM
746
Canal Capital Management
Virginia
$6.99M +$910K +2,707 +15%
FC
747
Fusion Capital
South Carolina
$6.98M -$335K -996 -5%
KA
748
Kovack Advisors
Florida
$6.91M +$252K +751 +4%
SP
749
SWS Partners
Ohio
$6.9M +$6.9M +20,524 New
FC
750
Fulcrum Capital
Washington
$6.89M -$384K -1,143 -5%