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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 %
SWP
301
Stratos Wealth Partners
Ohio
$29.2M +$14.8M +57,326 +103%
BHWM
302
Bar Harbor Wealth Management
New Hampshire
$29.1M +$1.77M +6,838 +6%
HI
303
Human Investing
Oregon
$29.1M +$812K +3,144 +3%
VCM
304
Verger Capital Management
North Carolina
$29M -$7.24M -28,016 -20%
OWM
305
Orgel Wealth Management
Wisconsin
$28.9M +$10.8M +41,875 +60%
DA
306
Doliver Advisors
Texas
$28.7M -$7.48M -25,963 -21%
CWM
307
Cornerstone Wealth Management
Missouri
$28.6M -$2.88M -11,153 -9%
MAFM
308
Mid Atlantic Financial Management
Pennsylvania
$28.2M +$3.21M +12,413 +13%
NA
309
Nottingham Advisors
New York
$28M +$4.09M +15,840 +17%
PF
310
Phoenix Financial
Israel
$27.5M +$24.5M +97,170 +817%
UBS AM
311
UBS AM
Illinois
$27.4M -$6.37M -24,638 -19%
STA
312
Summit Trail Advisors
New York
$27.3M +$27.3M +105,772 New
ASN
313
Advisory Services Network
Georgia
$27.2M +$641K +2,480 +2%
CFGS
314
Concourse Financial Group Securities
Alabama
$27.1M +$1.95M +7,552 +8%
JF
315
JSF Financial
California
$27M +$4.15M +16,057 +18%
BCM
316
Brookstone Capital Management
Illinois
$27M -$9.68M -37,457 -26%
WI
317
Wintrust Investments
Illinois
$27M -$1.24M -4,804 -4%
OC
318
Oppenheimer & Co
New York
$26.8M -$1.47M -5,670 -5%
BWM
319
Baystate Wealth Management
Massachusetts
$26.6M +$26.2M +101,263 +5,946%
AAMC
320
Asset Allocation & Management Company
Illinois
$26.6M +$1.5M +5,797 +6%
DCM
321
DeGreen Capital Management
Arizona
$26.5M +$13.8M +53,343 +108%
WIP
322
Wellesley Investment Partners
Massachusetts
$26.4M +$915K +3,541 +4%
AAMA
323
Advanced Asset Management Advisors
Ohio
$26.2M -$82.7K -320 -0.3%
MWM
324
MBE Wealth Management
Wisconsin
$26.1M +$1.81M +6,993 +7%
SAM
325
Securian Asset Management
Minnesota
$26M