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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 %
ECM
1501
Elgethun Capital Management
South Dakota
$582K +$144K +466 +33%
SW
1502
SkyOak Wealth
Michigan
$581K -$215K -695 -27%
CCMD
1503
Cypress Capital Management (Delaware)
Delaware
$581K
LWM
1504
Lyell Wealth Management
California
$578K +$167K +539 +41%
LIA
1505
LS Investment Advisors
Michigan
$576K -$3.29M -10,620 -85%
DSN
1506
D. Scott Neal
Kentucky
$574K -$24.1M -77,808 -98%
TWM
1507
Trinity Wealth Management
Pennsylvania
$574K -$145K -469 -20%
CNFG
1508
Creegan & Nassoura Financial Group
New Hampshire
$573K
RAM
1509
Redmond Asset Management
Virginia
$573K +$10.8K +35 +2%
ODCM
1510
Old Dominion Capital Management
Virginia
$570K
WCM
1511
Weik Capital Management
Pennsylvania
$567K -$108K -350 -16%
G
1512
GenTrust
Florida
$567K -$10.2K -33 -2%
HFA
1513
Hoover Financial Advisors
Pennsylvania
$563K -$4.03K -13 -0.7%
EGWAG
1514
Elwood & Goetz Wealth Advisory Group
Georgia
$563K +$15.2K +49 +3%
OSNBOA
1515
Old Second National Bank of Aurora
Illinois
$557K
IFG
1516
Investors Financial Group
Minnesota
$557K +$1.24K +4 +0.2%
SCM
1517
Seascape Capital Management
New Hampshire
$556K +$133K +429 +31%
HWA
1518
HHM Wealth Advisors
Tennessee
$554K +$38.7K +125 +8%
SBF
1519
Sara-Bay Financial
Florida
$553K +$553K +1,776 New
MFW
1520
Mosaic Family Wealth
Missouri
$551K -$338K -1,092 -38%
MWM
1521
McNaughton Wealth Management
California
$550K -$11.8K -38 -2%
VCM
1522
Violich Capital Management
California
$548K
CBB
1523
Citizens Business Bank
California
$545K
MIC
1524
Means Investment Company
Maine
$543K -$48.4K -145 -8%
PCM
1525
Princeton Capital Management
New Jersey
$542K