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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 %
Koshinski Asset Management
751
Koshinski Asset Management
Illinois
$5.2M -$519K -2,010 -9%
CTC
752
Central Trust Company
Missouri
$5.2M +$64.6K +250 +1%
HT
753
Heritage Trust
Oklahoma
$5.19M +$250K +966 +5%
BAS
754
Brown Advisory Securities
Maryland
$5.18M +$479K +1,802 +10%
FIM
755
Fernwood Investment Management
Massachusetts
$5.09M +$8.01K +31 +0.2%
SF
756
Synovus Financial
Georgia
$5.08M +$2.81M +10,880 +124%
Lido Advisors
757
Lido Advisors
California
$5.07M -$10.9K -42 -0.2%
CMO
758
Covenant Multifamily Offices
Texas
$5.05M +$164K +634 +3%
TC
759
TownSquare Capital
Utah
$5.04M +$2.33M +8,212 +86%
GWMIA
760
Global Wealth Management Investment Advisory
Florida
$5.03M +$352K +1,362 +8%
TCM
761
Telos Capital Management
California
$5.02M +$149K +575 +3%
BPC
762
Banque Pictet & Cie
Switzerland
$5M -$2.54M -9,847 -34%
FWM
763
Frontier Wealth Management
Missouri
$4.95M -$1.5M -5,793 -23%
LAS
764
Lloyd Advisory Services
Georgia
$4.95M +$455K +1,761 +10%
PWAP
765
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.94M +$265K +933 +6%
VA
766
Valmark Advisers
Ohio
$4.85M +$3.39M +13,125 +232%
MWM
767
Mattern Wealth Management
Kansas
$4.81M +$1.98M +7,644 +70%
IIC
768
Integrated Investment Consultants
Michigan
$4.8M -$1.76M -6,796 -27%
DL
769
DOHJ LLC
Washington
$4.79M +$464K +1,795 +11%
BWP
770
Baldwin Wealth Partners
Massachusetts
$4.77M -$154K -597 -3%
SWMG
771
Strategic Wealth Management Group
Maryland
$4.72M +$1.4M +5,404 +42%
FHC
772
First Heartland Consultants
Missouri
$4.69M -$1.62M -6,256 -26%
SAM
773
Silvercrest Asset Management
New York
$4.61M -$404K -1,564 -8%
KA
774
Kovack Advisors
Florida
$4.57M -$1.71M -6,617 -27%
AFP
775
Ausdal Financial Partners
Iowa
$4.57M +$2.93M +10,361 +179%