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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 %
FI
376
FormulaFolio Investments
Michigan
$20.9M -$45M -174,331 -68%
DE
377
Day & Ennis
Georgia
$20.9M -$236K -913 -1%
Principal Financial Group
378
Principal Financial Group
Iowa
$20.7M -$146M -565,430 -88%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$20.7M +$1.98M +7,676 +11%
DSN
380
D. Scott Neal
Kentucky
$20.6M +$13.3M +51,495 +183%
BFA
381
Bluestem Financial Advisors
Illinois
$20.5M -$591K -2,287 -3%
IWP
382
IAG Wealth Partners
Wisconsin
$20.1M -$172K -667 -0.9%
CSWG
383
Cardinal Strategic Wealth Guidance
Kentucky
$20M +$4.17M +16,116 +26%
PPW
384
Parcion Private Wealth
Washington
$19.9M +$7.33M +28,368 +58%
SA
385
Silversage Advisors
California
$19.7M -$557K -2,156 -3%
EWM
386
Evercore Wealth Management
New York
$19.5M +$3.17M +12,280 +19%
DSA
387
Droms Strauss Advisors
Missouri
$19.4M +$1.74M +6,725 +10%
BAM
388
Beaumont Asset Management
Texas
$19.3M +$91.2K +353 +0.5%
WFPG
389
Waller Financial Planning Group
Ohio
$19.3M +$9.1M +35,234 +89%
VFP
390
Verus Financial Partners
Virginia
$19.2M -$185K -714 -1%
SC
391
Schoolcraft Capital
Colorado
$19.2M +$1.49M +5,748 +8%
MCWS
392
McKinley Carter Wealth Services
West Virginia
$19.1M -$410K -1,586 -2%
HMC
393
Harvard Management Company
Massachusetts
$19M +$844K +3,268 +5%
BIAS
394
Beacon Investment Advisory Services
New Jersey
$19M -$249K -964 -1%
EPM
395
Elm Partners Management
Pennsylvania
$19M -$48.9M -189,206 -72%
BIM
396
Bridges Investment Management
Nebraska
$19M +$1.52M +5,899 +9%
SFS
397
Sowell Financial Services
Arkansas
$18.8M -$8.3M -32,106 -31%
CI
398
CX Institutional
Indiana
$18.7M +$6.38M +24,683 +52%
SS
399
Sunbelt Securities
Texas
$18.7M +$13.1M +44,809 +234%
SPIA
400
Strategic Point Investment Advisors
Rhode Island
$18.6M -$455K -1,762 -2%