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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 %
ECM
1351
Evergreen Capital Management
Washington
$1.05M -$117K -349 -10%
LC
1352
LCNB Corp
Ohio
$1.05M -$50.4K -150 -5%
BCM
1353
Brookmont Capital Management
Texas
$1.05M -$11.8K -35 -1%
VNIM
1354
Vaughan Nelson Investment Management
Texas
$1.05M +$5.04K +15 +0.5%
EHC
1355
Everett Harris & Co
California
$1.05M +$134K +400 +15%
TCOT
1356
Trust Company of Toledo
Ohio
$1.04M -$3.02K -9 -0.3%
AFA
1357
Arlington Financial Advisors
California
$1.03M -$244K -727 -19%
RG
1358
Rathbones Group
United Kingdom
$1.03M
QPWM
1359
Quadrant Private Wealth Management
Pennsylvania
$1.03M +$174K +517 +20%
LPIC
1360
LeJeune Puetz Investment Counsel
Michigan
$1.03M -$8.4K -25 -0.8%
IWA
1361
Intercontinental Wealth Advisors
Texas
$1.02M
AIM
1362
Axiom Investment Management
New York
$1.02M -$65.6K -195 -6%
CA
1363
Corrado Advisors
New Jersey
$1.02M +$4.7K +14 +0.5%
SWK
1364
Stephen W. Kidder
$1.01M -$84K -250 -8%
VCP
1365
Vista Capital Partners
Oregon
$1M -$11.4K -34 -1%
HPC
1366
HM Payson & Co
Maine
$1M -$985K -2,933 -50%
SCA
1367
Spearhead Capital Advisors
Florida
$1M +$1M +2,975 New
PA
1368
Paracle Advisors
Washington
$997K -$42.4K -126 -4%
WG
1369
Welch Group
Alabama
$997K +$13.8K +41 +1%
TCM
1370
Tufton Capital Management
Maryland
$997K +$26.2K +78 +3%
CBN
1371
Cadence Bank NA
Texas
$995K +$298K +886 +43%
CCM
1372
Coe Capital Management
Illinois
$994K -$5.04K -15 -0.5%
RPWA
1373
Regent Peak Wealth Advisors
Georgia
$981K +$14.5K +43 +1%
HFP
1374
Holistic Financial Partners
Indiana
$974K -$131K -391 -12%
CFA
1375
CWS Financial Advisors
Michigan
$973K +$4.37K +13 +0.5%