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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 %
AIM
1101
Aspen Investment Management
Michigan
$1.57M -$452K -1,750 -22%
WI
1102
Wedgewood Investors
Pennsylvania
$1.57M -$2.58K -10 -0.2%
NIC
1103
Northwest Investment Counselors
Oregon
$1.56M -$53K -205 -3%
LCM
1104
Liberty Capital Management
Michigan
$1.56M -$609K -2,355 -28%
ZF
1105
Zhang Financial
Michigan
$1.55M -$89.4K -346 -5%
SIC
1106
Salem Investment Counselors
North Carolina
$1.55M -$2.58K -10 -0.2%
NEPWA
1107
New England Private Wealth Advisors
Massachusetts
$1.55M -$191K -737 -11%
CBT
1108
Central Bank & Trust
Kentucky
$1.54M -$17.8K -69 -1%
CFB
1109
Cullen/Frost Bankers
Texas
$1.54M +$258 +1 +0%
AA
1110
Advisory Alpha
Michigan
$1.53M -$1.04M -3,838 -40%
RC
1111
Roundview Capital
New Jersey
$1.53M +$961K +3,719 +169%
MC
1112
Miles Capital
Iowa
$1.53M -$160K -621 -9%
GJIC
1113
Gamble Jones Investment Counsel
California
$1.53M -$129K -498 -8%
WPP
1114
Whalerock Point Partners
Rhode Island
$1.52M +$167K +646 +12%
NCM
1115
Nelson Capital Management
California
$1.52M +$49.4K +191 +3%
GA
1116
Geller Advisors
New York
$1.52M +$59.9K +232 +4%
EA
1117
Emerald Advisors
Washington
$1.52M +$892K +3,038 +142%
DPI
1118
Diversified Portfolios Inc
Michigan
$1.52M -$30K -116 -2%
PIM
1119
Provident Investment Management
Michigan
$1.51M -$83.2K -322 -5%
RC
1120
Rinet Company
Massachusetts
$1.51M
MWM
1121
Marietta Wealth Management
Georgia
$1.51M +$933K +3,611 +162%
RC
1122
RegentAtlantic Capital
New Jersey
$1.51M -$343K -1,326 -19%
PWPS
1123
Pinnacle Wealth Planning Services
Ohio
$1.5M +$349K +1,352 +30%
BFO
1124
Boston Family Office
Massachusetts
$1.49M +$115K +444 +8%
NS
1125
NewDay Solutions
New Hampshire
$1.49M -$4.69M -16,316 -76%