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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 %
EHPM
276
Emery Howard Portfolio Management
California
$32.8M +$1.42M +5,483 +5%
FNBT
277
FineMark National Bank & Trust
Florida
$32.7M -$1.51M -5,828 -4%
HCMT
278
Highland Capital Management (Tennessee)
Tennessee
$32.6M -$610K -2,361 -2%
CIBC World Market
279
CIBC World Market
Ontario, Canada
$32M -$4.53M -17,525 -12%
RIS
280
Retirement Income Solutions
Michigan
$31.8M +$2.48M +9,611 +8%
AC
281
Allstate Corporation
Illinois
$31.8M -$205M -792,761 -87%
SPP
282
Single Point Partners
Massachusetts
$31.8M +$48.8K +189 +0.2%
EIA
283
Eldridge Investment Advisors
New Hampshire
$31.7M -$97.9K -379 -0.3%
VFA
284
Valeo Financial Advisors
Indiana
$31.7M +$7.15M +25,703 +29%
BC
285
Brinker Capital
Pennsylvania
$31.7M -$3.12M -12,062 -9%
IWP
286
Icon Wealth Partners
Texas
$31.4M +$1.36M +5,268 +5%
FWCM
287
Ferguson Wellman Capital Management
Oregon
$31.3M -$2.96M -11,473 -9%
TRCT
288
Tower Research Capital (TRC)
New York
$31.1M +$11.6M +44,770 +59%
WS
289
Wela Strategies
Georgia
$30.9M +$1.11M +4,278 +4%
PIMJS
290
PKO Investment Management Joint-Stock
Poland
$30.9M +$10.1M +38,901 +48%
CPO
291
Cerity Partners OCIO
New York
$30.9M +$334K +1,292 +1%
SIM
292
Strategic Investment Management
Virginia
$30.4M
CWA
293
Core Wealth Advisors
Florida
$30.2M +$11.7M +45,416 +64%
SIA
294
Sovereign Investment Advisors
Arizona
$30M
MCIA
295
Mountain Capital Investment Advisors
Colorado
$29.9M -$3.89M -13,929 -11%
WMA
296
White Mountains Advisors
Connecticut
$29.9M
PP
297
Palladium Partners
Virginia
$29.6M -$6.72K -26 -0%
MIS
298
Morningstar Investment Services
Illinois
$29.5M +$1.4M +5,340 +5%
BOCM
299
Bontempo Ohly Capital Management
Maryland
$29.3M -$1.83M -7,069 -6%
APA
300
American Portfolios Advisors
New York
$29.2M -$2.46M -9,531 -8%