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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 %
TPCW
526
TD Private Client Wealth
New York
$11.6M -$3.17M -12,252 -21%
FNT
527
First National Trust
Pennsylvania
$11.6M -$929K -3,596 -7%
MCM
528
MV Capital Management
Maryland
$11.6M -$364K -1,409 -3%
CAM
529
Concorde Asset Management
Michigan
$11.6M +$824K +3,188 +8%
MFT
530
Moisand Fitzgerald Tamayo
Florida
$11.5M -$913K -3,532 -7%
PA
531
PFG Advisors
Arizona
$11.5M -$1.54M -5,441 -12%
SCA
532
Stonebridge Capital Advisors
Minnesota
$11.5M -$370K -1,432 -3%
MWM
533
Modera Wealth Management
New Jersey
$11.4M -$17.8K -69 -0.2%
RPC
534
Rossmore Private Capital
Connecticut
$11.4M -$160K -652 -1%
RCAG
535
Rehmann Capital Advisory Group
Michigan
$11.3M +$11.3M +43,901 New
FFBTD
536
First Financial Bank - Trust Division
Ohio
$11.3M +$1.61M +6,219 +17%
EWM
537
Evermay Wealth Management
Virginia
$11.3M +$160K +620 +1%
SWMG
538
Sanchez Wealth Management Group
Florida
$11.2M -$888K -3,438 -7%
RWMH
539
Riverpoint Wealth Management Holdings
Illinois
$11.2M +$10.9K +42 +0.1%
WP
540
WealthShield Partners
North Carolina
$11.1M +$1.36M +5,281 +14%
LF
541
Lantz Financial
Illinois
$11M -$132K -510 -1%
BFM
542
Broadview Financial Management
Wisconsin
$11M -$247K -956 -2%
RWA
543
Ropes Wealth Advisors
Massachusetts
$11M +$6.9M +26,690 +170%
CGA
544
Crescent Grove Advisors
Illinois
$10.9M +$3.05M +11,786 +39%
LSERS
545
Louisiana State Employees Retirement System
Louisiana
$10.8M -$4.39M -17,000 -29%
WAAG
546
Wealth Alliance Advisory Group
Kansas
$10.8M +$157K +608 +1%
NB
547
Northwest Bancshares
Pennsylvania
$10.8M -$71.8K -278 -0.7%
PA
548
PSI Advisors
Florida
$10.8M -$403K -1,566 -4%
IDA
549
Intelligence Driven Advisers
California
$10.7M +$9.13M +35,345 +573%
IDBONY
550
Israel Discount Bank of New York
New York
$10.7M +$1.18M +4,576 +12%