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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 %
CG
351
Colony Group
Massachusetts
$23.2M +$720K +2,788 +3%
TCM
352
TD Capital Management
Tennessee
$23.2M -$1.3M -5,017 -5%
AFA
353
Atlanta Financial Associates
Georgia
$23.1M +$23.1M +89,492 New
IWM
354
IHT Wealth Management
Illinois
$23M -$981K -3,797 -4%
PA
355
Pinnacle Associates
New York
$22.9M +$707K +2,735 +3%
TA
356
Tiedemann Advisors
New York
$22.8M +$4.84M +18,714 +27%
CB
357
Community Bank
New York
$22.8M +$1.92M +7,435 +9%
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$22.8M +$4.08M +15,805 +22%
SHJ
359
Sharkey, Howes & Javer
Colorado
$22.6M +$4.86M +18,803 +27%
SAG
360
Spotlight Asset Group
Illinois
$22.6M +$1.11M +4,291 +5%
BWA
361
BDO Wealth Advisors
Florida
$22.4M +$11.4M +44,227 +105%
5L
362
55I LLC
Massachusetts
$22M +$6.79M +24,314 +45%
KPWG
363
KFA Private Wealth Group
Virginia
$22M +$557K +2,157 +3%
SHGA
364
Sand Hill Global Advisors
California
$21.8M +$4.79M +18,520 +28%
SCA
365
Snowden Capital Advisors
New York
$21.7M -$2.3M -8,913 -10%
BWM
366
BT Wealth Management
Georgia
$21.7M +$9.44M +36,529 +77%
HNB
367
Huntington National Bank
Ohio
$21.7M -$26.2M
TGAM
368
TBH Global Asset Management
Tennessee
$21.4M +$1.49M +5,765 +7%
TFS
369
TrustCore Financial Services
Tennessee
$21.4M +$901K +3,488 +4%
A
370
AdvicePeriod
California
$21.4M -$4.03M -15,582 -16%
CWM
371
Cranbrook Wealth Management
Michigan
$21.2M +$877K +3,393 +4%
GIM
372
Goelzer Investment Management
Indiana
$21.1M +$1.31M +5,070 +7%
AIIMS
373
Analyst IMS Investment Management Services
Israel
$20.9M +$428K +1,655 +2%
KWMG
374
King Wealth Management Group
Florida
$20.9M -$8.65M -33,490 -29%
Mackenzie Financial
375
Mackenzie Financial
Ontario, Canada
$20.9M