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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 %
CWM
876
Connecticut Wealth Management
Connecticut
$4.47M +$2.77M +8,240 +163%
IP
877
Investment Partners
Ohio
$4.47M +$15.1K +45 +0.3%
TC
878
Trust Company
Kansas
$4.46M -$6.72K -20 -0.2%
SWM
879
SigFig Wealth Management
California
$4.45M +$2.4M +7,192 +117%
HPWM
880
Highland Private Wealth Management
Washington
$4.44M -$12.1K -36 -0.3%
SAM
881
Secure Asset Management
Michigan
$4.42M -$4.54M -13,501 -51%
FHA
882
Flagship Harbor Advisors
Massachusetts
$4.42M -$1.35M -4,015 -23%
Simplex Trading
883
Simplex Trading
Illinois
$4.42M +$3.66M +10,903 +487%
XF
884
XML Financial
Maryland
$4.42M -$77.3K -230 -2%
CIR
885
Clear Investment Research
Georgia
$4.39M -$173K -515 -4%
OFG
886
Omega Financial Group
California
$4.38M -$11.4K -34 -0.3%
CFS
887
CRA Financial Services
New Jersey
$4.38M -$127K -377 -3%
ABC
888
Associated Banc-Corp
Wisconsin
$4.38M -$111K -331 -2%
IA
889
IFG Advisory
Georgia
$4.37M +$740K +2,201 +20%
AW
890
ACG Wealth
Georgia
$4.37M -$264K -787 -6%
APW
891
Acima Private Wealth
Virginia
$4.36M +$534K +1,589 +14%
SAM
892
Silvercrest Asset Management
New York
$4.34M -$1.63M -4,850 -27%
SMG
893
Smart Money Group
Texas
$4.33M -$1.5M -4,457 -26%
AF
894
Allworth Financial
California
$4.33M -$222K -660 -5%
FA
895
FCG Advisors
New Jersey
$4.31M -$919K -2,736 -18%
MOACM
896
Mutual of America Capital Management
New York
$4.31M -$387K -1,152 -8%
SWPG
897
Strategic Wealth Partners Group
Illinois
$4.3M +$44.7K +133 +1%
T
898
TrueFG
Texas
$4.29M +$833K +2,478 +24%
PJSIMP
899
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.29M -$473K -1,395 -10%
PPP
900
Private Portfolio Partners
New Jersey
$4.27M +$204K +607 +5%