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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 %
NAM
501
North American Management
Massachusetts
$12.8M +$901K +3,486 +8%
CFGF
502
Compass Financial Group (Florida)
Florida
$12.7M -$551K -2,134 -4%
HT
503
Hefren-Tillotson
Pennsylvania
$12.7M +$341K +1,300 +3%
TL
504
TrueWealth LLC
Georgia
$12.6M +$2.17M +8,412 +21%
RA
505
Riverstone Advisors
Texas
$12.6M -$42.4K -164 -0.3%
FFA
506
First Foundation Advisors
California
$12.5M -$6.19M -23,967 -33%
CAG
507
Crestwood Advisors Group
Massachusetts
$12.5M -$1.27M -4,927 -9%
IC
508
IEQ Capital
California
$12.4M +$1.78M +6,874 +17%
QCG
509
Quadrant Capital Group
Ohio
$12.3M +$1.55M +6,015 +14%
TCM
510
Towercrest Capital Management
Pennsylvania
$12.3M -$345K -1,331 -3%
AFG
511
Arkansas Financial Group
Arkansas
$12.2M +$497K +1,924 +4%
SC
512
SouthState Corp
Florida
$12.1M -$302K -1,167 -2%
FAIM
513
Financial Advocates Investment Management
Washington
$12M -$16.1M -74,095 -57%
IA
514
IFP Advisors
Florida
$12M -$8.71M -33,222 -42%
FTI
515
Fiduciary Trust International
Massachusetts
$12M +$51.2K +198 +0.4%
FFN
516
Focus Financial Network
Minnesota
$12M +$1.85M +7,145 +18%
MWA
517
Meridian Wealth Advisors
Texas
$12M +$6.32M +24,469 +112%
PFM
518
Patton Fund Management
Texas
$11.9M +$11.4M +44,125 +2,246%
BWCS
519
Beirne Wealth Consulting Services
Connecticut
$11.9M +$4.12M +15,958 +53%
RJT
520
Raymond James Trust
Florida
$11.8M +$323K +1,251 +3%
SC
521
Savant Capital
Illinois
$11.8M -$349K -1,351 -3%
BWP
522
Bernardo Wealth Planning
Pennsylvania
$11.8M +$10.3M +39,680 +671%
MWP
523
Moller Wealth Partners
$11.7M -$781K -3,021 -6%
CA
524
Clearstead Advisors
Ohio
$11.7M +$1.21M +4,695 +12%
KCM
525
Kanawha Capital Management
Virginia
$11.7M +$940K +3,638 +9%