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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 %
CWM
1076
Concentric Wealth Management
California
$1.73M +$775 +3 +0%
VC
1077
Veracity Capital
Georgia
$1.73M -$925K -3,578 -35%
AF
1078
Affiance Financial
Minnesota
$1.73M +$775 +3 +0%
BBNA
1079
Bremer Bank National Association
Minnesota
$1.73M
HFP
1080
Holistic Financial Partners
Indiana
$1.72M +$1.72M +6,665 New
AIA
1081
Arcadia Investment Advisors
Idaho
$1.71M
NB
1082
Nicolet Bankshares
Wisconsin
$1.71M +$1.31M +5,073 +325%
MCA
1083
Magnolia Capital Advisors
Mississippi
$1.71M +$605K +2,343 +55%
AA
1084
Aufman Associates
Pennsylvania
$1.71M
AIP
1085
Ahrens Investment Partners
Louisiana
$1.71M -$406K -1,572 -19%
Connor, Clark & Lunn Investment Management (CC&L)
1086
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.7M +$79.3K +307 +5%
ZIC
1087
ZWJ Investment Counsel
Georgia
$1.69M -$18.9K -73 -1%
BP
1088
BBR Partners
New York
$1.67M -$19.6K -76 -1%
MCM
1089
McRae Capital Management
New Jersey
$1.65M +$94.8K +367 +6%
CPIA
1090
Cornell Pochily Investment Advisors
New York
$1.65M +$60.2K +233 +4%
CT
1091
Columbia Trust
Oregon
$1.65M -$112K -435 -6%
TFS
1092
Thoroughbred Financial Services
Tennessee
$1.63M +$612K +2,368 +60%
UR
1093
USCA RIA
Texas
$1.63M +$58.2K +225 +4%
MWP
1094
Meridian Wealth Partners
Pennsylvania
$1.63M +$1.25M +4,819 +328%
EWA
1095
Exencial Wealth Advisors
Oklahoma
$1.62M +$296K +1,146 +22%
TCPWM
1096
Traverso Chambers Private Wealth Management
California
$1.61M +$81.4K +315 +5%
Bank Julius Baer & Co
1097
Bank Julius Baer & Co
Switzerland
$1.61M +$1.61M +6,021 New
FPCP
1098
Fort Point Capital Partners
California
$1.59M -$2.62M -10,153 -62%
AP
1099
Appleton Partners
Massachusetts
$1.59M -$29.2K -113 -2%
NIM
1100
Northeast Investment Management
Massachusetts
$1.57M -$13.4K -52 -0.8%