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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 %
ABTD
426
Arvest Bank Trust Division
Oklahoma
$16.8M +$16.8M +65,070 New
PHAM
427
Palisades Hudson Asset Management
Florida
$16.8M +$264K +1,020 +2%
WTB
428
Washington Trust Bank
Washington
$16.7M -$66.2K -256 -0.4%
SAS
429
Sage Advisory Services
Texas
$16.7M +$14.8M +57,441 +799%
IWMA
430
Ironwood Wealth Management (Arizona)
Arizona
$16.7M +$3.43M +13,272 +26%
Sumitomo Mitsui Trust Group
431
Sumitomo Mitsui Trust Group
Japan
$16.7M -$2.38M -9,195 -12%
FCB
432
First Command Bank
Texas
$16.7M +$5.57M +21,559 +50%
FCFS
433
First Command Financial Services
Texas
$16.7M +$5.57M +21,559 +50%
BRC
434
BHF RG Capital
Arizona
$16.6M +$260K +1,007 +2%
CA
435
Cornerstone Advisory
Maryland
$16.6M +$871K +3,371 +6%
PFA
436
Pettinga Financial Advisors
Indiana
$16.5M +$283K +1,094 +2%
RA
437
RFG Advisory
Alabama
$16.4M +$607K +2,348 +4%
PAG
438
Pinnacle Advisory Group
Maryland
$16.4M -$1.69M -6,538 -9%
LCOV
439
London Company of Virginia
Virginia
$16.4M -$1.31M -5,085 -7%
LWA
440
Lineweaver Wealth Advisors
Ohio
$16.4M +$529K +2,044 +3%
GLA
441
Good Life Advisors
Pennsylvania
$16.3M -$1.59M -6,152 -9%
BA
442
Bristlecone Advisors
Washington
$16.3M +$8.03M +31,062 +97%
W
443
WealthStone
Ohio
$16.3M -$10.5M -40,622 -39%
GSWM
444
Golden State Wealth Management
California
$16.2M +$14.2M +54,977 +697%
MM
445
Meridian Management
Arkansas
$16.1M +$240K +928 +2%
Cerity Partners
446
Cerity Partners
New York
$16.1M +$8.29M +32,084 +106%
GCA
447
Gradient Capital Advisors
California
$16M +$4.83M +18,699 +43%
GPA
448
Guidance Point Advisors
Massachusetts
$16M -$707K -2,740 -4%
ST
449
Smithfield Trust
Pennsylvania
$15.9M +$2.11M +8,183 +15%
CFA
450
Carroll Financial Associates
North Carolina
$15.9M +$2.9M +11,219 +22%