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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 %
TFO
126
Tarbox Family Office
California
$110M +$2.02M +6,532 +2%
LW
127
Linscomb Wealth
Texas
$108M +$7.18M +23,192 +7%
PA
128
Planning Alternatives
Michigan
$108M -$3.06M -9,891 -3%
CWM
129
Cahaba Wealth Management
Georgia
$107M +$4.06M +12,429 +4%
CWM
130
Calamos Wealth Management
Illinois
$105M -$15.1M -48,749 -13%
PAG
131
Private Advisor Group
New Jersey
$103M -$15.7M -50,716 -13%
BS
132
Bessemer Securities
New York
$103M
KA
133
Klingman & Associates
New York
$102M +$7.34M +23,713 +8%
PCIG
134
Partners Capital Investment Group
Massachusetts
$99.7M -$21.1M -68,288 -18%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$97.9M +$38.9M +125,760 +66%
AFIMH
136
American Family Insurance Mutual Holding
Wisconsin
$97.5M -$119M -385,277 -55%
TIA
137
Traphagen Investment Advisors
New Jersey
$93.9M +$1.02M +3,298 +1%
MFG
138
Magnus Financial Group
New York
$92.8M +$38.1K +123 +0%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$92.6M -$3.16M -10,214 -3%
AWE
140
Avidian Wealth Enterprises
Texas
$89.8M +$81.1M +261,757 +933%
AWM
141
AE Wealth Management
Kansas
$88.9M +$1.51M +4,864 +2%
CCM
142
Coldstream Capital Management
Washington
$86.8M +$29.1K +94 +0%
PP
143
Prudential plc
United Kingdom
$86.7M +$953K +3,076 +1%
CAL
144
Capital Analysts LLC
Pennsylvania
$86.3M -$5.63M -18,178 -6%
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$85.8M -$84.5M -272,856 -50%
SS
146
Simplicity Solutions
Minnesota
$85.4M +$26M +83,803 +44%
MA
147
MUFG Americas
New York
$85.3M -$2.43M -7,831 -3%
HW
148
Hancock Whitney
Mississippi
$85.2M +$1.08M +3,500 +1%
DLIC
149
Daido Life Insurance Company
Japan
$84.6M -$128M -414,338 -60%
TF
150
TimeScale Financial
Massachusetts
$84.1M -$16.9K -54 -0%