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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 %
LI
1026
LVZ Inc
Michigan
$2.85M -$2.21M -6,570 -44%
TAMH
1027
Taikang Asset Management (HK)
Hong Kong
$2.82M
EAM
1028
Evanson Asset Management
California
$2.79M -$30.9K -92 -1%
RG
1029
Rikoon Group
New Mexico
$2.78M -$4.03K -12 -0.1%
AUB
1030
Atlantic Union Bankshares
Virginia
$2.77M -$86.7K -258 -3%
BFC
1031
Bedel Financial Consulting
Indiana
$2.76M +$445K +1,325 +19%
CMBA
1032
C.M. Bidwell & Associates
Hawaii
$2.76M
DAS
1033
Dynamic Advisor Solutions
Arizona
$2.75M +$91.1K +271 +3%
CCM
1034
Cohen Capital Management
California
$2.73M +$7.39K +22 +0.3%
SCA
1035
Sage Capital Advisors
South Dakota
$2.7M +$26.9K +80 +1%
IIC
1036
Ironwood Investment Counsel
Arizona
$2.7M -$735K -2,187 -21%
AWMS
1037
Advocacy Wealth Management Services
Georgia
$2.69M +$558K +1,650 +26%
FWP
1038
FAS Wealth Partners
Kansas
$2.68M -$221K -659 -8%
FPTW
1039
Franklin, Parlapiano, Turner & Welch
Texas
$2.67M
OFS
1040
Oldfather Financial Services
Nebraska
$2.67M +$88K +252 +3%
BWM
1041
BerganKDV Wealth Management
Minnesota
$2.65M -$3.1M -9,223 -54%
DWM
1042
Dakota Wealth Management
Florida
$2.65M +$326K +970 +14%
WPC
1043
White Pine Capital
Minnesota
$2.64M +$24.9K +74 +0.9%
BFP
1044
Briaud Financial Planning
Texas
$2.63M
WFMPM
1045
Woodley Farra Manion Portfolio Management
Indiana
$2.63M -$47.4K -141 -2%
PWP
1046
Private Wealth Partners
California
$2.6M
HB
1047
Horizon Bancorp
Indiana
$2.57M
HBWM
1048
Hollow Brook Wealth Management
New York
$2.57M
SGCA
1049
Steel Grove Capital Advisors
Tennessee
$2.56M +$1.28M +3,802 +99%
MCM
1050
Maple Capital Management
Vermont
$2.54M -$58.6K -163 -2%