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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 %
KBFS
1176
Kohmann Bosshard Financial Services
Ohio
$1.75M +$336 +1 +0%
BJ
1177
Brouwer & Janachowski
California
$1.74M
DPI
1178
Diversified Portfolios Inc
Michigan
$1.72M -$234K -696 -12%
SWM
1179
Stockman Wealth Management
Montana
$1.72M -$60.8K -181 -3%
PWPS
1180
Pinnacle Wealth Planning Services
Ohio
$1.71M -$593K -1,764 -26%
NEPWA
1181
New England Private Wealth Advisors
Massachusetts
$1.71M -$81K -241 -5%
BOM
1182
Bank of Marin
California
$1.71M
BDF
1183
Black Diamond Financial
Maryland
$1.71M
SWM
1184
Segment Wealth Management
Texas
$1.71M +$1.68K +5 +0.1%
CCA
1185
Clearwater Capital Advisors
Illinois
$1.71M +$24.5K +73 +1%
TH
1186
TCTC Holdings
Texas
$1.7M +$672K +2,000 +65%
AFS
1187
Access Financial Services
Minnesota
$1.7M -$8.06K -24 -0.5%
AIP
1188
Ahrens Investment Partners
Louisiana
$1.69M -$237K -705 -12%
PFM
1189
Patton Fund Management
Texas
$1.69M -$8.31M -24,733 -83%
ACI
1190
Alpha Cubed Investments
California
$1.69M +$419K +1,248 +33%
SB
1191
Strategic Blueprint
Georgia
$1.68M -$107K -317 -6%
NFG
1192
Nations Financial Group
Iowa
$1.68M -$2.66M -7,906 -61%
WMSA
1193
Weiss Multi-Strategy Advisers
New York
$1.68M -$1.68M -5,000 -50%
MS
1194
Marshall & Sullivan
Washington
$1.68M
WPA
1195
West Paces Advisors
Georgia
$1.67M -$10.1K -30 -0.6%
JIC
1196
Joel Isaacson & Co
New York
$1.66M -$641K -1,906 -28%
TTWM
1197
TCV Trust & Wealth Management
Virginia
$1.65M +$114K +339 +7%
OCG
1198
Opus Capital Group
Ohio
$1.64M -$22.5K -67 -1%
BS
1199
Boenning & Scattergood
Pennsylvania
$1.64M +$16.8K +50 +1%
ICM
1200
Islay Capital Management
Texas
$1.64M +$155K +461 +10%