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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 %
PWP
1601
Principle Wealth Partners
Connecticut
$416K
CGL
1602
Clarius Group LLC
Washington
$414K +$93.5K +302 +29%
ISL
1603
Ingalls & Snyder LLC
New York
$413K
AIA
1604
Armor Investment Advisors
North Carolina
$412K
RPG
1605
Resource Planning Group
Georgia
$409K +$409K +1,321 New
GAB
1606
German American Bancorp
Indiana
$408K -$117K -377 -22%
Man Group
1607
Man Group
United Kingdom
$404K +$404K +1,303 New
WIA
1608
Westbourne Investment Advisors
Maryland
$403K -$620 -2 -0.2%
HFS
1609
Haverford Financial Services
Pennsylvania
$403K
LCAM
1610
London & Capital Asset Management
United Kingdom
$403K
GWM
1611
Greenwich Wealth Management
Connecticut
$400K -$17.1K -55 -4%
BC
1612
Brio Consultants
California
$397K -$466K -1,506 -54%
BHBT
1613
Burke & Herbert Bank & Trust
Virginia
$394K +$394K +1,271 New
SHA
1614
Seneca House Advisors
Virginia
$393K -$27.2K -88 -6%
GA
1615
GFS Advisors
Texas
$392K
CWAG
1616
Compton Wealth Advisory Group
Virginia
$391K +$929 +3 +0.2%
PIM
1617
Penobscot Investment Management
Massachusetts
$391K +$391K +5,728 New
WA1
1618
Wimmer Associates 1
California
$388K +$388K +1,152 New
CCG
1619
Chatham Capital Group
Georgia
$387K
JCM
1620
Jacobi Capital Management
Pennsylvania
$386K +$95.3K +308 +33%
LWS
1621
Lucia Wealth Services
California
$382K +$43.3K +140 +13%
LDB
1622
Lee, Danner & Bass
Tennessee
$381K -$446K -1,442 -54%
AC
1623
Apella Capital
Connecticut
$380K +$39K +126 +11%
PPWM
1624
PFG Private Wealth Management
Florida
$377K
ST
1625
Spinnaker Trust
Maine
$376K -$618 -2 -0.2%