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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 %
LIA
901
LS Investment Advisors
Michigan
$3.23M +$3.2M +12,400 +15,500%
FNBOSM
902
First National Bank of South Miami
Florida
$3.22M -$570K -2,205 -15%
IP
903
Investment Partners
Ohio
$3.22M -$743K -2,875 -19%
SWA
904
Stratos Wealth Advisors
Ohio
$3.2M +$1.42M +5,504 +80%
UIA
905
UBP Investment Advisors
Switzerland
$3.17M
KPW
906
Kore Private Wealth
New York
$3.16M +$440K +1,703 +16%
BFG
907
Barber Financial Group
Kansas
$3.15M -$245K -950 -7%
C
908
Certuity
Florida
$3.15M +$878K +3,396 +39%
RWA
909
River Wealth Advisors
Pennsylvania
$3.14M +$406K +1,573 +15%
PGFC
910
Peapack-Gladstone Financial Corp
New Jersey
$3.13M +$225K +871 +8%
SJIM
911
St. Johns Investment Management
Florida
$3.11M -$87.1K -337 -3%
WP
912
WealthSource Partners
California
$3.09M -$1.24M -4,780 -29%
WMA
913
Wealth Management Associates
New Jersey
$3.08M -$128K -497 -4%
CNC
914
Citizens & Northern Corp
Pennsylvania
$3.08M +$2.84M +10,975 +1,181%
WFMPM
915
Woodley Farra Manion Portfolio Management
Indiana
$3.05M -$1.17M -4,526 -28%
TC
916
Telemus Capital
Michigan
$3.02M +$1.64M +5,369 +118%
GP
917
Geneva Partners
Wisconsin
$3.01M -$547K -2,115 -15%
TW
918
Transform Wealth
Colorado
$3M -$1.59M -6,151 -35%
PIA
919
Piedmont Investment Advisors
North Carolina
$2.98M +$1.64M +6,353 +123%
SMG
920
Smart Money Group
Texas
$2.98M +$1.03M +3,989 +53%
BG
921
Berry Group
Massachusetts
$2.97M +$803K +3,109 +37%
WCM
922
Wealthcare Capital Management
Virginia
$2.97M +$42.9K +166 +1%
PCS
923
Personal CFO Solutions
New Jersey
$2.95M +$171K +662 +6%
BAMG
924
Brand Asset Management Group
Missouri
$2.95M -$44.5K -172 -1%
CWP
925
Capital Wealth Planning
Florida
$2.94M -$2.26M -8,736 -43%