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iShares Core S&P 500 ETF

1,824 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 812 increasing their positions, 741 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-83
Holders Change %
-4.35%
% of All Funds
40.29%
Holding in Top 10
615
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.38%
% of All Funds
13.59%
New
88
Increased
812
Reduced
741
Closed
140
Calls
$89.1M
Puts
$94.1M
Net Calls
-$5.01M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
226
Courier Capital
New York
$46M -$383K -1,399 -0.8%
HC
227
HNP Capital
New York
$46M +$45.7M +166,696 +12,477%
PFM
228
Phillips Financial Management
Indiana
$45.8M -$845K -3,422 -2%
RCM
229
Requisite Capital Management
Texas
$45.7M +$3.3M +12,772 +8%
PP
230
Pegasus Partners
Wisconsin
$45.3M +$8.66M +33,520 +24%
P3I
231
Progeny 3 Inc
Washington
$44.5M +$41M +158,850 +1,180%
VFA
232
Voya Financial Advisors
Connecticut
$43.8M -$16.7M -63,715 -28%
CFG
233
Citizens Financial Group
Rhode Island
$43.7M -$14.7M -56,864 -25%
Nuveen Asset Management
234
Nuveen Asset Management
Illinois
$43.3M +$12.6M +48,650 +41%
JWM
235
Janiczek Wealth Management
Colorado
$43.3M -$694K -2,685 -2%
VOYA Investment Management
236
VOYA Investment Management
Georgia
$43.2M +$4.39M +16,997 +11%
MFW
237
Meristem Family Wealth
Minnesota
$42.9M +$10.6M +41,022 +33%
RWM
238
RKL Wealth Management
Pennsylvania
$42.2M +$10.1M +39,136 +32%
MA
239
Montag & Associates
Georgia
$41.5M -$4.67M -18,079 -10%
LNC
240
Lincoln National Corp
Pennsylvania
$40.8M -$3.38M -13,098 -8%
AI
241
Accredited Investors
Minnesota
$40.3M +$3.92M +15,183 +11%
SCIM
242
Spring Creek Investment Management
Pennsylvania
$40.2M +$16.6M +64,244 +70%
FCFC
243
First Commonwealth Financial Corp
Pennsylvania
$39.5M +$9.97M +38,596 +34%
EPA
244
Element Pointe Advisors
Florida
$39.1M +$11.1M +42,819 +39%
PSUF
245
People's United Financial
Connecticut
$39.1M +$23M +89,046 +143%
DADC
246
D.A. Davidson & Co
Montana
$39.1M +$27.7K +107 +0.1%
PWLP
247
Prio Wealth Limited Partnership
Massachusetts
$39M -$530K -2,053 -1%
FAAS
248
First Allied Advisory Services
California
$38.6M +$3.23M +12,514 +9%
VIM
249
VCU Investment Management
Virginia
$38.3M -$112M -431,501 -74%
BF
250
BOK Financial
Oklahoma
$38.1M -$140K -542 -0.4%