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iShares Core S&P 500 ETF

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KAH
1451
Kathryn A. Hall
$686K
FIM
1452
Frontier Investment Management
Texas
$683K -$57.6K -186 -8%
KFI
1453
Key Financial Inc
Pennsylvania
$683K
GD
1454
Grandfield & Dodd
New York
$680K
WOSD
1455
WFA of San Diego
California
$680K +$680K +2,045 New
PHS
1456
Pekin Hardy Strauss
Illinois
$672K +$80.8K +261 +14%
ISB
1457
Iowa State Bank
Iowa
$670K -$15.2K -49 -2%
TNA
1458
True North Advisors
Texas
$668K +$242K +780 +57%
TBA
1459
Tower Bridge Advisors
Pennsylvania
$664K
LBD
1460
Landsberg Bennett & Dubbaneh
Florida
$664K +$28.4K +93 +4%
FMTC
1461
Farmers & Merchants Trust Company
California
$662K +$300K +969 +83%
1WA
1462
180 Wealth Advisors
Washington
$661K +$16.5K +51 +3%
BWFA
1463
Baltimore-Washington Financial Advisors
Maryland
$659K +$295K +953 +81%
KPCM
1464
Kings Point Capital Management
New York
$656K
MA
1465
MONECO Advisors
Connecticut
$653K -$12.1K -39 -2%
TA
1466
TCG Advisors
Texas
$651K -$63.1K -204 -9%
PFM
1467
Peak Financial Management
Massachusetts
$650K +$113K +366 +21%
CBN
1468
Cadence Bank NA
Texas
$643K -$9.3K -30 -1%
BCI
1469
Brinker Capital Investments
Pennsylvania
$643K +$2.17K +7 +0.3%
CAMG
1470
CWA Asset Management Group
Florida
$642K +$642K +2,073 New
BC
1471
Burney Company
Virginia
$641K +$98.5K +318 +18%
PT
1472
Plimoth Trust
Massachusetts
$631K -$53.6K -173 -8%
PWM
1473
PBMares Wealth Management
Virginia
$631K +$72.5K +234 +13%
FA
1474
Financial Advisors
Massachusetts
$627K +$158K +509 +34%
KCM
1475
Kornitzer Capital Management
Kansas
$624K -$38.7K -125 -6%