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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 %
EW
1001
Emerson Wealth
Michigan
$2.36M +$2.03M +7,845 +601%
JGIA
1002
Jackson Grant Investment Advisers
Connecticut
$2.36M -$83.7K -324 -3%
RFA
1003
Radnor Financial Advisors
Pennsylvania
$2.36M +$434K +1,678 +23%
HCM
1004
Harvey Capital Management
Florida
$2.35M -$830K -3,214 -26%
MIH
1005
Meitav Investment House
Israel
$2.33M +$470K +1,820 +25%
NEGWA
1006
New England Guild Wealth Advisors
Connecticut
$2.31M +$330K +1,277 +17%
CT
1007
Clearstead Trust
Maine
$2.3M +$1.1M +4,250 +91%
SWM
1008
Sugarloaf Wealth Management
Georgia
$2.3M +$227K +880 +11%
MSAM
1009
Moloney Securities Asset Management
Missouri
$2.27M -$570K -2,206 -20%
FWP
1010
FAS Wealth Partners
Kansas
$2.27M -$128K -494 -5%
RDWM
1011
Red Door Wealth Management
Tennessee
$2.25M -$137K -529 -6%
AUB
1012
Atlantic Union Bankshares
Virginia
$2.24M +$1.45M +5,601 +183%
SP
1013
Successful Portfolios
Florida
$2.24M +$818K +3,165 +58%
SCA
1014
Sage Capital Advisors
South Dakota
$2.22M +$443K +1,715 +25%
IA
1015
IFG Advisory
Georgia
$2.2M +$436K +1,686 +25%
TA
1016
Townsend & Associates
Colorado
$2.2M +$1.2M +4,514 +120%
MWM
1017
Madison Wealth Management
Ohio
$2.19M -$1.19M -4,589 -35%
GKWIM
1018
Gerber Kawasaki Wealth & Investment Management
California
$2.18M -$405K -1,568 -16%
Zurich Cantonal Bank
1019
Zurich Cantonal Bank
Switzerland
$2.17M
BCA
1020
Bay Colony Advisors
Massachusetts
$2.15M +$94.3K +365 +5%
OFS
1021
Oldfather Financial Services
Nebraska
$2.14M +$24.2K +84 +1%
RG
1022
Rikoon Group
New Mexico
$2.13M
EAM
1023
Evanson Asset Management
California
$2.13M -$116K -448 -5%
CMBA
1024
C.M. Bidwell & Associates
Hawaii
$2.12M +$517K +2,000 +32%
NSIM
1025
North Star Investment Management
Illinois
$2.1M -$423K -1,638 -17%