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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 %
SFG
926
Summit Financial Group
West Virginia
$2.94M -$15.5K -60 -0.5%
NGA
927
Naples Global Advisors
Florida
$2.93M -$240K -928 -8%
AIC
928
Ameritas Investment Company
Nebraska
$2.93M +$991K +3,854 +51%
HFRG
929
Houlihan Financial Resource Group
Virginia
$2.92M -$25.8K -100 -0.9%
PFA
930
Pure Financial Advisors
California
$2.91M -$812K -3,143 -22%
IIC
931
Ironwood Investment Counsel
Arizona
$2.88M -$705K -2,728 -20%
BFA
932
Beacon Financial Advisory
Ohio
$2.88M +$76.7K +297 +3%
TAMH
933
Taikang Asset Management (HK)
Hong Kong
$2.87M +$2.87M +11,123 New
DI
934
DAGCO Inc
Ohio
$2.87M +$168K +649 +6%
JWCA
935
J.W. Cole Advisors
Florida
$2.86M -$17.3M -66,819 -86%
SEI Investments
936
SEI Investments
Pennsylvania
$2.86M -$1.36M -5,256 -32%
CIC
937
Carnegie Investment Counsel
Ohio
$2.83M -$177K -685 -6%
UTC
938
Unified Trust Company
Kentucky
$2.83M +$4.39K +17 +0.2%
SC
939
Steph & Co
Wisconsin
$2.83M -$2.42M -9,379 -46%
RBC
940
Roble Belko & Company
Pennsylvania
$2.82M -$24.8K -96 -0.9%
WWM
941
WJ Wealth Management
Arizona
$2.81M -$924K -3,575 -25%
KL
942
KWMG LLC
Kansas
$2.81M +$1.96M +7,593 +231%
BMM
943
Buffington Mohr McNeal
Idaho
$2.8M +$229K +888 +9%
BO
944
BRR OpCo
Ohio
$2.77M +$337K +1,304 +14%
BIA
945
Bigelow Investment Advisors
Maine
$2.77M -$87.6K -339 -3%
WS
946
Wedbush Securities
California
$2.77M -$203K -785 -7%
SGK
947
Steigerwald Gordon & Koch
Virginia
$2.76M -$517K -1,999 -16%
EWM
948
Empirical Wealth Management
Washington
$2.76M +$1.28M +4,955 +87%
SG
949
Swarthmore Group
Pennsylvania
$2.75M -$133M -514,725 -98%
BCV
950
Banque Cantonale Vaudoise
Switzerland
$2.74M +$219K +849 +9%