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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 %
WAP
851
Wealthcare Advisory Partners
Pennsylvania
$3.83M -$423K -1,639 -10%
CAG
852
Csenge Advisory Group
Florida
$3.83M +$2.58M +9,986 +207%
KCP
853
KDI Capital Partners
North Carolina
$3.82M +$271K +1,049 +8%
AWM
854
Alterna Wealth Management
Texas
$3.78M -$68K -263 -2%
DC
855
Davenport & Co
Virginia
$3.76M -$324K -1,252 -8%
MCM
856
Mitchell Capital Management
Kansas
$3.74M -$371K -1,436 -9%
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$3.73M +$661K +2,559 +22%
CIR
858
Clear Investment Research
Georgia
$3.73M +$49.6K +192 +1%
WG
859
Welch Group
Alabama
$3.71M -$4.2M -16,239 -53%
MWC
860
MKD Wealth Coaches
Michigan
$3.7M -$318K -1,232 -8%
WP
861
WMS Partners
Maryland
$3.69M -$107K -415 -3%
S
862
SignatureFD
Georgia
$3.62M -$338K -1,310 -9%
ACA
863
Ackerman Capital Advisors
Texas
$3.59M +$3.41M +13,200 +1,888%
MWP
864
MYCIO Wealth Partners
Pennsylvania
$3.59M -$87.4M -338,152 -96%
JWA
865
JFS Wealth Advisors
Pennsylvania
$3.58M +$199K +771 +6%
TFCP
866
Twin Focus Capital Partners
Massachusetts
$3.58M +$277K +1,073 +8%
JIP
867
Jaffetilchin Investment Partners
Florida
$3.57M +$582K +2,254 +20%
SMFG
868
Sumitomo Mitsui Financial Group
Japan
$3.56M -$282M -948,000 -99%
NWA
869
New World Advisors
Massachusetts
$3.54M
PCG
870
Private Capital Group
Connecticut
$3.53M +$248K +960 +8%
MFG
871
Merit Financial Group
Georgia
$3.52M -$287K -1,109 -8%
CFS
872
CRA Financial Services
New Jersey
$3.52M +$1.58M +6,102 +81%
AWS
873
AJ Wealth Strategies
New York
$3.52M +$2M +7,732 +131%
NAS
874
Nicolet Advisory Services
Wisconsin
$3.51M -$3.1K -12 -0.1%
NFC
875
Northeast Financial Consultants
Connecticut
$3.5M +$3.06M +11,822 +687%