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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 %
HWA
326
Heritage Way Advisors
Illinois
$25.9M +$492K +1,905 +2%
HWM
327
HighMark Wealth Management
Minnesota
$25.8M -$1.57M -6,089 -6%
Kayne Anderson Rudnick Investment Management
328
Kayne Anderson Rudnick Investment Management
California
$25.7M -$58.4K -226 -0.2%
MGIA
329
Moneta Group Investment Advisors
Missouri
$25.6M +$2.86M +11,087 +13%
MPW
330
MA Private Wealth
California
$25.6M +$25.6M +98,943 New
SHIM
331
Stone House Investment Management
Pennsylvania
$25.5M +$25.5M +98,768 New
LPWM
332
Lake Point Wealth Management
Texas
$25.5M -$2.55M -9,850 -9%
SMG
333
Spectrum Management Group
Indiana
$25.4M +$24.8M +95,919 +4,127%
KFP
334
KMG Fiduciary Partners
Ohio
$25.1M -$1.31M -5,062 -5%
BRWA
335
B. Riley Wealth Advisors
Florida
$25.1M +$8.29M +32,070 +49%
LF
336
Lee Financial
Texas
$25M -$180K -696 -0.7%
AIP
337
Ameritas Investment Partners
Nebraska
$24.9M -$1.78M -6,872 -7%
HA
338
Harfst & Associates
Wyoming
$24.9M -$1.41M -5,466 -5%
VCM
339
Vision Capital Management
Oregon
$24.8M +$8.66M +33,533 +54%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$24.7M +$7.13M +27,612 +41%
AL
341
Aspiriant LLC
California
$24.7M -$3.83M -14,806 -13%
MIAN
342
Mariner Independent Advisor Network
Kansas
$24.5M -$3.9M -15,452 -14%
PA
343
Parallel Advisors
California
$24.4M -$4.66M -18,037 -16%
WAG
344
Winthrop Advisory Group
Massachusetts
$24.2M -$5.88M -22,747 -20%
BBA
345
BLB&B Advisors
Pennsylvania
$24.1M +$3.65M +14,115 +18%
WDL
346
Well Done LLC
Michigan
$24.1M +$8.96M +34,661 +59%
KIA
347
KCM Investment Advisors
California
$24M +$17.4M +67,506 +267%
OFG
348
Oxford Financial Group
Indiana
$23.9M +$38.8K +150 +0.2%
CA
349
Cumberland Advisors
Florida
$23.8M +$23.8M +92,045 New
WTC
350
WhitTier Trust Company
Nevada
$23.4M +$1.89M +7,302 +9%