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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 %
PAG
776
Private Advisory Group
Washington
$4.53M +$768K +2,974 +20%
CG
777
Caprock Group
Idaho
$4.53M +$1.41M +5,459 +45%
LP
778
LGL Partners
Pennsylvania
$4.52M -$1.12M -4,350 -20%
FFW
779
Fusion Family Wealth
New York
$4.51M +$2.49M +9,629 +123%
AF
780
Allworth Financial
California
$4.5M -$1.85M -7,149 -29%
EFS
781
Essex Financial Services
Connecticut
$4.5M +$1.9M +7,344 +73%
EK
782
Evensky & Katz
Florida
$4.5M +$925K +3,581 +26%
ACM
783
AlphaStar Capital Management
North Carolina
$4.49M -$918K -3,410 -17%
WA
784
Winfield Associates
Ohio
$4.48M -$167K -645 -4%
HSA
785
HBK Sorce Advisory
Pennsylvania
$4.47M -$894K -3,458 -17%
PFM
786
Parsec Financial Management
North Carolina
$4.46M +$1.55M +5,998 +53%
PFS
787
Prospera Financial Services
Texas
$4.45M +$945K +3,657 +27%
LSAG
788
Lake Street Advisors Group
New Hampshire
$4.41M -$578K -2,238 -12%
ACM
789
Armbruster Capital Management
New York
$4.41M -$499K -1,930 -10%
SAM
790
Shone Asset Management
California
$4.41M +$4.41M +15,371 New
CRCM
791
Corbett Road Capital Management
Virginia
$4.39M -$2.79M -10,796 -39%
MOACM
792
Mutual of America Capital Management
New York
$4.39M +$3.05M +11,793 +227%
CCP
793
Corient Capital Partners
California
$4.38M -$3.31M -12,818 -43%
SI
794
Stephens Inc
Arkansas
$4.38M +$1.1M +4,258 +34%
BOTW
795
Bank of the West
California
$4.37M -$591K -2,289 -12%
PAM
796
Peak Asset Management
Colorado
$4.35M -$199K -769 -4%
Wolverine Trading
797
Wolverine Trading
Illinois
$4.35M +$4.11M +15,667 +1,743%
LWAC
798
Laurel Wealth Advisors (California)
California
$4.34M -$8.77M -33,951 -67%
BC
799
Burleson & Co
California
$4.33M -$13.7M -46,599 -76%
BWM
800
BerganKDV Wealth Management
Minnesota
$4.29M +$124K +479 +3%