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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 %
BWA
801
BlueSky Wealth Advisors
North Carolina
$4.27M -$324K -1,255 -7%
PO
802
Private Ocean
California
$4.26M -$25.8K -100 -0.6%
IC
803
InterOcean Capital
Illinois
$4.25M +$2.46M +9,503 +137%
JWM
804
Jackson Wealth Management
Florida
$4.25M -$25.6M -87,185 -86%
PCA
805
Personal Capital Advisors
California
$4.23M +$55.6K +221 +1%
SB
806
Simmons Bank
Arkansas
$4.23M -$1.29K -5 -0%
BAM
807
Baldrige Asset Management
Pennsylvania
$4.22M +$792K +3,065 +23%
MWPCG
808
Measured Wealth Private Client Group
New Hampshire
$4.22M -$190K -735 -4%
APG
809
Abacus Planning Group
South Carolina
$4.2M +$1.2M +4,646 +40%
GL
810
Graypoint LLC
New York
$4.2M +$4.2M +16,251 New
IFWM
811
Institute for Wealth Management
Colorado
$4.18M -$786K -3,042 -16%
FMBTD
812
First Midwest Bank Trust Division
Illinois
$4.17M -$893K -3,454 -18%
RIA
813
Regal Investment Advisors
Michigan
$4.17M -$12.5M -48,400 -75%
WAM
814
Weiss Asset Management
Massachusetts
$4.15M +$4.15M +16,060 New
F
815
F3Logic
Minnesota
$4.13M -$271K -1,050 -6%
AAM
816
Aureus Asset Management
Massachusetts
$4.12M +$1.79M +6,916 +77%
MCM
817
Makena Capital Management
California
$4.11M -$532K -2,058 -11%
FWIA
818
Fort Washington Investment Advisors
Ohio
$4.11M +$3.21M +12,410 +356%
PAM
819
PVG Asset Management
Colorado
$4.11M +$686K +2,655 +20%
C
820
Clearshares
New York
$4.1M -$66.2K -256 -2%
RVPG
821
Relative Value Partners Group
$4.1M +$1.95M +7,564 +91%
PMFA
822
Plante Moran Financial Advisors
Michigan
$4.08M -$844K -3,266 -17%
FFS
823
Founders Financial Securities
Maryland
$4.07M -$111K -431 -3%
PFG
824
Pacific Financial Group
Washington
$4.07M -$15M -57,983 -79%
MC
825
Middleton & Co
Massachusetts
$4.07M -$528K -2,043 -11%