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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 %
FCI
726
Financial Counselors Inc
Kansas
$5.62M -$680K -2,630 -11%
IAA
727
Independent Advisor Alliance
North Carolina
$5.61M -$73M -282,628 -93%
PCA
728
Peddock Capital Advisors
Massachusetts
$5.61M +$85K +329 +2%
SP
729
SWS Partners
Ohio
$5.61M +$5.61M +21,691 New
ATPW
730
Ashton Thomas Private Wealth
Arizona
$5.57M +$9.3K +36 +0.2%
LFG
731
LifePlan Financial Group
Ohio
$5.57M +$401K +1,550 +8%
AA
732
Argent Advisors
Louisiana
$5.55M -$2.09M -8,106 -27%
CP
733
CornerStone Partners
Virginia
$5.55M
IC
734
Intersect Capital
California
$5.51M -$164K -634 -3%
DW
735
Domani Wealth
Pennsylvania
$5.5M -$561K -2,172 -9%
WCF
736
West Coast Financial
California
$5.45M +$459K +1,775 +9%
VCM
737
Vivaldi Capital Management
Illinois
$5.4M -$765K -2,960 -12%
VWM
738
Venturi Wealth Management
Texas
$5.4M -$166K -643 -3%
GCM
739
Gibraltar Capital Management
Oklahoma
$5.4M +$465K +1,799 +9%
1IA
740
1834 Investment Advisors
Wisconsin
$5.38M -$3.34M -12,917 -38%
NCM
741
Novare Capital Management
North Carolina
$5.35M +$825K +3,193 +18%
SAM
742
Secure Asset Management
Michigan
$5.33M +$1.47M +5,687 +38%
SDAM
743
Shulman DeMeo Asset Management
New York
$5.31M +$9.04K +35 +0.2%
CCM
744
Canal Capital Management
Virginia
$5.3M +$75.2K +291 +1%
BFEC
745
Benjamin F. Edwards & Company
Missouri
$5.29M -$138K -533 -3%
AWM
746
Avior Wealth Management
Nebraska
$5.28M +$705K +2,728 +15%
CC
747
Copperleaf Capital
North Carolina
$5.26M -$248K -959 -4%
GBT
748
Grove Bank & Trust
Florida
$5.24M +$1.88M +7,275 +56%
PP
749
PDS Planning
Ohio
$5.22M +$1.41M +5,476 +37%
JIR
750
James Investment Research
Ohio
$5.21M +$15.5K +60 +0.3%