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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 %
VWM
1276
Valley Wealth Managers
New Jersey
$1.3M +$57.1K +170 +5%
GC
1277
Gratus Capital
Georgia
$1.3M -$64.5K -192 -5%
BOPW
1278
Brandywine Oak Private Wealth
Pennsylvania
$1.29M -$67.8K -202 -5%
CSPIA
1279
Cary Street Partners Investment Advisory
Virginia
$1.28M +$349K +1,040 +37%
BPB
1280
Badgley, Phelps & Bell
Washington
$1.28M -$8.4K -25 -0.7%
HL
1281
HeadInvest LLC
Maine
$1.28M
BCM
1282
Breiter Capital Management
Florida
$1.28M +$5.71K +17 +0.4%
NFG
1283
Nadler Financial Group
Illinois
$1.27M
BCA
1284
Biltmore Capital Advisors
New Jersey
$1.27M +$1.27M +3,764 New
KAM
1285
Knightsbridge Asset Management
California
$1.26M +$40.3K +120 +3%
PWM
1286
Paulson Wealth Management
Illinois
$1.25M -$27.9K -83 -2%
AIM
1287
Alhambra Investment Management
Florida
$1.25M -$128K -380 -9%
OFS
1288
OneAscent Financial Services
Alabama
$1.25M -$81K -241 -6%
HPCM
1289
Hunter Perkins Capital Management
Illinois
$1.24M
KFI
1290
Key Financial Inc
Pennsylvania
$1.24M +$490K +1,457 +65%
APW
1291
Austin Private Wealth
Texas
$1.24M -$16.5K -49 -1%
AWA
1292
ARQ Wealth Advisors
Arizona
$1.24M -$156K -463 -11%
SAM
1293
Strategy Asset Managers
California
$1.24M -$82K -244 -6%
GAM
1294
Griffin Asset Management
New York
$1.23M -$89.1K -265 -7%
GWS
1295
Glassman Wealth Services
Virginia
$1.22M +$467K +1,389 +62%
GIA
1296
GHP Investment Advisors
Colorado
$1.22M -$189K -562 -13%
SCM
1297
Southport Capital Management
Tennessee
$1.22M -$73.2K -218 -6%
RCG
1298
Rock Creek Group
District of Columbia
$1.21M
CAM
1299
Close Asset Management
United Kingdom
$1.21M -$305K -907 -20%
TFA
1300
Teamwork Financial Advisors
Texas
$1.21M -$651K -1,936 -35%