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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 %
DAM
1726
Delta Asset Management
Tennessee
$261K -$17K -55 -6%
MPM
1727
Meritage Portfolio Management
Kansas
$261K
TP
1728
Truvvo Partners
New York
$261K +$261K +843 New
ACM
1729
Argent Capital Management
Missouri
$260K -$1.1M -3,543 -81%
HWA
1730
Hilltop Wealth Advisors
North Carolina
$260K -$101K -327 -28%
JWM
1731
JGP Wealth Management
Oregon
$260K
SSWM
1732
Smith Salley Wealth Management
North Carolina
$260K +$4.65K +15 +2%
PFA
1733
Plotkin Financial Advisors
Maryland
$260K -$6.19K -20 -2%
RP
1734
Riverbridge Partners
Minnesota
$257K -$1.07M -3,443 -81%
AIC
1735
Archer Investment Corporation
Indiana
$256K -$330K -1,065 -56%
AIA
1736
Alera Investment Advisors
Illinois
$256K -$66.8K -216 -21%
RCS
1737
Retirement Capital Strategies
California
$255K
CWM
1738
Cedar Wealth Management
California
$253K +$54.7K +177 +28%
FMW
1739
Farr Miller & Washington
District of Columbia
$252K -$82.3K -266 -25%
CSIA
1740
Charles Schwab Investment Advisory
California
$251K +$251K +812 New
MS
1741
Madden Securities
Texas
$251K +$251K +812 New
TPA
1742
Trivium Point Advisory
Connecticut
$249K -$178K -558 -42%
SIM
1743
Sadoff Investment Management
Wisconsin
$248K
NCM
1744
Neumann Capital Management
California
$248K
DAC
1745
Dividend Assets Capital
South Carolina
$247K +$104K +336 +73%
JWBC
1746
J.W. Burns & Co
New York
$246K -$61.6K -199 -20%
TD Asset Management
1747
TD Asset Management
Ontario, Canada
$241K -$2.17K -7 -0.9%
RAM
1748
Riggs Asset Management
Pennsylvania
$241K
HHAA
1749
Henry H. Armstrong Associates
Pennsylvania
$240K -$58.8K -190 -20%
ANBT
1750
American National Bank & Trust
Texas
$240K