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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 %
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.17M -$568K -2,200 -8%
SFG
702
Sunburst Financial Group
Alabama
$6.17M -$116K -448 -2%
TWP
703
TFO Wealth Partners
Ohio
$6.16M +$41.3K +160 +0.7%
PNC
704
Park National Corp
Ohio
$6.13M +$37.5K +145 +0.6%
BCM
705
Birmingham Capital Management
Alabama
$6.12M +$6.12M +23,665 New
GRP
706
Global Retirement Partners
California
$6.03M +$182K +703 +3%
WJWM
707
Williams Jones Wealth Management
New York
$6.03M +$323K +1,249 +6%
SFA
708
Sequoia Financial Advisors
Ohio
$6.02M +$573K +2,217 +11%
Cetera Investment Advisers
709
Cetera Investment Advisers
Illinois
$6.01M +$624K +2,416 +12%
CTA
710
Chesley Taft & Associates
Illinois
$6M +$501K +1,939 +9%
CIP
711
Capital Insight Partners
Arizona
$5.97M +$98.7K +382 +2%
WP
712
WealthPLAN Partners
Nebraska
$5.97M +$117K +408 +2%
CSM
713
CAMG Solamere Management
North Carolina
$5.96M -$433K -1,674 -7%
DIM
714
Delta Investment Management
California
$5.9M -$3.22M -12,455 -35%
BOS
715
Bank of Stockton
California
$5.88M +$447K +1,730 +8%
TPWA
716
TRUE Private Wealth Advisors
Oregon
$5.87M -$1.09M -4,236 -16%
DT
717
Diversified Trust
Tennessee
$5.87M +$155K +598 +3%
NP
718
NorthRock Partners
Minnesota
$5.86M -$3.66M -14,176 -38%
FFG
719
Frisch Financial Group
New York
$5.86M +$5.6M +21,654 +2,123%
BUB
720
BBVA USA Bancshares
Texas
$5.81M -$7.33M -28,357 -56%
FCA
721
FinTrust Capital Advisors
South Carolina
$5.73M +$2.67M +10,316 +87%
FC
722
Fusion Capital
South Carolina
$5.71M -$339K -1,313 -6%
NNP
723
Nachman Norwood & Parrott
South Carolina
$5.69M +$1.8M +6,984 +47%
LIM
724
Leavell Investment Management
Alabama
$5.65M -$91.7K -355 -2%
TI
725
Truepoint Inc
Ohio
$5.63M +$577K +2,233 +11%