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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 %
LWA
576
LWS Wealth Advisors
New Jersey
$10M -$1.3M -5,025 -11%
NFG
577
Next Financial Group
Texas
$9.98M +$3.09M +11,972 +45%
OIA
578
OneDigital Investment Advisors
Kansas
$9.94M +$1.47M +5,697 +17%
BJL
579
Brighton Jones LLC
Washington
$9.92M -$133K -515 -1%
LWM
580
Liberty Wealth Management
California
$9.88M +$2.57M +9,885 +35%
IFAM
581
Institutional & Family Asset Management
Colorado
$9.88M +$93.5K +362 +1%
KIG
582
Kessler Investment Group
Indiana
$9.86M -$291K -1,125 -3%
SBSB
583
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.8M +$942K +3,644 +11%
ATC
584
Argent Trust Co
Tennessee
$9.75M +$504K +1,952 +5%
MSA
585
Marino Stram & Associates
Massachusetts
$9.67M -$90.2K -349 -0.9%
GW
586
GW & Wade
Massachusetts
$9.65M +$4.8M +18,564 +99%
PTC
587
Private Trust Company
Ohio
$9.64M +$43.2K +167 +0.4%
CL
588
CPWM LLC
Washington
$9.56M +$394K +1,525 +4%
VC
589
Vestor Capital
Illinois
$9.49M +$1.97M +7,629 +26%
EFSCE
590
Enterprise Financial Services Corp (EFSC)
Missouri
$9.48M +$856K +3,311 +10%
LJAC
591
L.J. Altfest & Co
New York
$9.36M +$9.36M +36,216 New
AIA
592
Avalon Investment & Advisory
Texas
$9.27M +$1.1M +4,255 +13%
CTB
593
Country Trust Bank
Illinois
$9.25M +$432K +1,670 +5%
JHCP
594
Jackson Hole Capital Partners
Oklahoma
$9.19M +$2.04M +7,896 +29%
AIM
595
Acropolis Investment Management
Missouri
$9.12M -$333K -1,290 -4%
HB
596
Homrich & Berg
Georgia
$9.06M +$250K +969 +3%
FMI
597
Fiduciary Management Inc
Wisconsin
$9.04M +$1.42M +5,500 +19%
LA
598
LVW Advisors
New York
$9M +$1.27M +4,926 +16%
WQ
599
Wealth Quarterback
New Jersey
$8.95M +$272K +1,063 +3%
EWM
600
EPG Wealth Management
Georgia
$8.93M +$1.29M +4,998 +17%