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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 %
Jones Financial Companies
826
Jones Financial Companies
Missouri
$4.05M -$766K -2,963 -16%
MI
827
Moneywise Inc
Virginia
$4.04M +$209K +807 +5%
WR
828
Watson Rebecca
$4.02M +$229K +818 +6%
PJSIMP
829
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4M -$2.2M -8,529 -36%
CFG
830
Cooper Financial Group
California
$4M +$1.05M +4,080 +36%
HI
831
Horizon Investments
North Carolina
$4M -$111K -430 -3%
BFG
832
Beacon Financial Group
Texas
$4M +$116K +443 +3%
OIM
833
Opus Investment Management
Massachusetts
$3.98M
OFG
834
OmniStar Financial Group
North Carolina
$3.94M +$406K +1,570 +11%
BC
835
Bartlett & Co
Ohio
$3.94M +$3.94M +15,246 New
BCWM
836
Bartlett & Co Wealth Management
Ohio
$3.94M +$704K +2,725 +22%
ABC
837
Associated Banc-Corp
Wisconsin
$3.93M +$203K +786 +5%
FA
838
Forefront Analytics
Pennsylvania
$3.92M -$5.09M -19,712 -57%
CC
839
Chicago Capital
Illinois
$3.91M -$165K -637 -4%
MWC
840
MBM Wealth Consultants
Missouri
$3.91M -$316K -1,221 -7%
FC
841
Ferris Capital
Massachusetts
$3.91M -$96.9K -375 -2%
JA
842
JVL Associates
Michigan
$3.91M
HIM
843
Hanlon Investment Management
New Jersey
$3.9M -$481K -1,861 -11%
PPP
844
Private Portfolio Partners
New Jersey
$3.87M +$108K +418 +3%
PWA
845
Peterson Wealth Advisors
Utah
$3.87M -$1.09M -4,215 -22%
WB
846
West Bancorporation
Iowa
$3.86M -$155K -599 -4%
NL
847
NEPC LLC
Massachusetts
$3.86M
CA
848
Calton & Associates
Florida
$3.84M -$2.51M -9,694 -39%
FCT
849
Family Capital Trust
Massachusetts
$3.84M -$9.47K -32 -0.2%
CRC
850
Curi RMB Capital
Illinois
$3.83M -$459K -1,778 -11%