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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 %
MG
1301
McCutchen Group
Washington
$1.21M +$1.01K +3 +0.1%
B
1302
Bellecapital
Switzerland
$1.2M -$150K -447 -11%
RMDI
1303
R.M. Davis Inc
Maine
$1.2M +$84K +250 +8%
SEI Investments
1304
SEI Investments
Pennsylvania
$1.19M -$2.66M -7,913 -69%
DLCIG
1305
D.L. Carlson Investment Group
New Hampshire
$1.18M -$12.4K -37 -1%
CWM
1306
Cabot Wealth Management
Massachusetts
$1.18M -$40K -119 -3%
BA
1307
Ballast Advisors
Minnesota
$1.17M -$22.5K -67 -2%
CFS
1308
Cannon Financial Strategists
Georgia
$1.17M -$15.8K -47 -1%
SFG
1309
SevenBridge Financial Group
Pennsylvania
$1.16M +$181K +538 +18%
IIM
1310
Ipswich Investment Management
Massachusetts
$1.16M -$5.71K -17 -0.5%
PWG
1311
Private Wealth Group
Florida
$1.15M
CPC
1312
Congress Park Capital
New York
$1.15M -$173K -514 -13%
NRI
1313
NFP Retirement Inc
California
$1.15M +$841K +2,504 +274%
EM
1314
Excalibur Management
Massachusetts
$1.15M -$20.2K -60 -2%
ACP
1315
Aviance Capital Partners
Florida
$1.14M +$67.5K +201 +6%
DLHL
1316
Donald L. Hagan LLC
Florida
$1.14M +$639K +1,903 +129%
HIS
1317
Harvest Investment Services
Illinois
$1.13M +$476K +1,417 +73%
APWM
1318
Atlas Private Wealth Management
New York
$1.13M +$1.34K +4 +0.1%
MFG
1319
MidWestOne Financial Group
Iowa
$1.13M
SIS
1320
SVB Investment Services
Utah
$1.13M
KLCM
1321
KG&L Capital Management
Louisiana
$1.12M -$28.6K -85 -2%
PIA
1322
Perennial Investment Advisors
California
$1.12M +$112K +332 +11%
EGA
1323
E&G Advisors
Texas
$1.12M -$57.1K -170 -5%
KWA
1324
KCS Wealth Advisory
California
$1.12M -$2.02K -6 -0.2%
TCWM
1325
Total Clarity Wealth Management
Illinois
$1.12M +$67.2K +200 +6%