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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 %
CWG
476
Cornerstone Wealth Group
North Carolina
$14.3M +$1.98M +7,655 +16%
ECG
477
Edge Capital Group
Georgia
$14.2M +$4.48M +17,346 +46%
MSWMA
478
Market Street Wealth Management Advisors
Indiana
$14.1M +$1.07M +4,155 +8%
CTA
479
Colonial Trust Advisors
South Carolina
$14.1M +$220K +852 +2%
MHS
480
M Holdings Securities
Oregon
$14M +$11.3M +43,624 +418%
BSW
481
Buckingham Strategic Wealth
Missouri
$13.9M +$536K +2,073 +4%
BCM
482
BTC Capital Management
Iowa
$13.8M -$935K -3,618 -6%
KFA
483
Kelleher Financial Advisors
New York
$13.7M +$4.18M +16,193 +44%
PP
484
PagnatoKarp Partners
Virginia
$13.5M -$866K -3,352 -6%
EA
485
Efficient Advisors
Ohio
$13.3M -$950K -3,677 -7%
AB
486
Amalgamated Bank
New York
$13.3M +$2.1M +8,141 +19%
AA
487
Ancora Advisors
Ohio
$13.3M +$978K +3,786 +8%
VHAM
488
Van Hulzen Asset Management
California
$13.3M +$7.16M +27,728 +117%
SCM
489
Smith Capital Management
Arkansas
$13.2M +$664K +2,570 +5%
SSWM
490
Sheets Smith Wealth Management
North Carolina
$13.2M +$1.01M +3,925 +8%
AWM
491
Avondale Wealth Management
Texas
$13.2M +$607K +2,348 +5%
SIAM
492
Sterling Investment Advisors (Missouri)
Missouri
$13.1M -$535K -2,070 -4%
CWM
493
Campbell Wealth Management
Virginia
$13.1M +$34.9K +135 +0.3%
HPC
494
Hobart Private Capital
North Carolina
$13M +$1.73M +6,693 +15%
CC
495
Cadinha & Co
Hawaii
$13M -$23M -88,845 -64%
BA
496
Ballew Advisors
Mississippi
$13M +$6.8M +26,322 +111%
FWM
497
Fairhaven Wealth Management
Illinois
$12.9M -$231K -893 -2%
IWC
498
Integrated Wealth Concepts
Massachusetts
$12.9M -$10.4M -40,064 -44%
CS
499
Credit Suisse
Switzerland
$12.9M -$2.73M -10,570 -17%
DZ Bank
500
DZ Bank
Germany
$12.9M +$2.13M +8,261 +20%