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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 %
CI
976
Cavalier Investments
Georgia
$2.56M -$3.04M -11,752 -54%
DI
977
Disciplined Investments
Oklahoma
$2.55M +$95.4K +369 +4%
T
978
TrueFG
Texas
$2.54M +$22K +85 +0.9%
KC
979
Kingfisher Capital
North Carolina
$2.54M -$58.4K -226 -2%
PM
980
Pembroke Management
Quebec, Canada
$2.54M +$770K +2,978 +44%
QCM
981
Quest Capital Management
Texas
$2.53M +$117K +452 +5%
CS
982
Capital Square
Tennessee
$2.52M -$80.1K -310 -3%
WPC
983
Waters Parkerson & Co
Louisiana
$2.51M +$4.39K +17 +0.2%
DY
984
Dowling & Yahnke
California
$2.51M +$19.4K +75 +0.8%
CFA
985
Cahill Financial Advisors
Minnesota
$2.5M +$269K +1,042 +12%
SIAS
986
Shine Investment Advisory Services
Colorado
$2.5M +$2.01M +7,775 +413%
SWM
987
SVA Wealth Management
Wisconsin
$2.49M +$158K +610 +7%
SDWMA
988
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.48M +$446K +1,727 +22%
GIA
989
Guyasuta Investment Advisors
Pennsylvania
$2.48M +$571K +2,210 +30%
CFW
990
CA Family Wealth
California
$2.47M -$41.4K -160 -2%
FSC
991
Full Sail Capital
Oklahoma
$2.47M -$1.73M -5,898 -41%
DAS
992
Dynamic Advisor Solutions
Arizona
$2.45M -$231K -894 -9%
BFWA
993
Benchmark Financial Wealth Advisors
Florida
$2.45M +$156K +605 +7%
STB
994
S&T Bank
Pennsylvania
$2.44M +$18.6K +72 +0.8%
CCA
995
Cobblestone Capital Advisors
New York
$2.44M -$186K -719 -7%
BCA
996
Bray Capital Advisors
Florida
$2.43M -$288K -1,116 -11%
EWM
997
Endurance Wealth Management
Rhode Island
$2.42M +$72.6K +281 +3%
CG
998
Cynosure Group
Utah
$2.41M -$53.2K -206 -2%
SSWG
999
Seven Springs Wealth Group
Tennessee
$2.4M +$2.36M +9,120 +5,630%
SAM
1000
S.A. Mason
Michigan
$2.39M -$1.61M -6,231 -40%