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iShares Core S&P 500 ETF

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FMI
1726
Fiduciary Management Inc
Wisconsin
$289K -$274K -815 -49%
HIMC
1727
Heritage Investors Management Corp
Maryland
$286K -$16.8K -50 -6%
AP
1728
Atwood & Palmer
Missouri
$286K -$10.8K -32 -4%
SIM
1729
Sonora Investment Management
Arizona
$286K +$33.6K +100 +13%
MD
1730
Money Design
Japan
$286K +$66.9K +199 +31%
WEC
1731
Winslow Evans & Crocker
Massachusetts
$285K -$5.04K -15 -2%
RE
1732
RBC Europe
United Kingdom
$285K -$33.6K -100 -11%
DAM
1733
Delta Asset Management
Tennessee
$284K
HWA
1734
Hilltop Wealth Advisors
North Carolina
$282K
JWM
1735
JGP Wealth Management
Oregon
$280K
AIC
1736
Archer Investment Corporation
Indiana
$279K +$1.01K +3 +0.4%
AIA
1737
Alera Investment Advisors
Illinois
$278K
WTFG
1738
Wells Trecaso Financial Group
Ohio
$277K -$20.1K -60 -7%
AWM
1739
AllSquare Wealth Management
New York
$277K -$8.41K -25 -3%
AWM
1740
Affinity Wealth Management
Delaware
$276K +$276K +812 New
LOPW
1741
Live Oak Private Wealth
North Carolina
$275K -$251K -748 -48%
FMW
1742
Farr Miller & Washington
District of Columbia
$274K
EW
1743
Evoke Wealth
California
$273K -$41.7K -124 -13%
HIM
1744
Hotaling Investment Management
Pennsylvania
$272K -$16.8K -50 -6%
SIM
1745
Sadoff Investment Management
Wisconsin
$272K +$3.36K +10 +1%
RCS
1746
Retirement Capital Strategies
California
$270K
NCM
1747
Neumann Capital Management
California
$269K
ZIM
1748
Zacks Investment Management
Illinois
$266K -$69.4K -207 -21%
GCP
1749
Gill Capital Partners
Colorado
$266K -$17.4K -52 -6%
FCM
1750
Firestone Capital Management
Florida
$265K +$8.73K +26 +3%