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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 %
SAM
1276
Summit Asset Management
Tennessee
$945K -$18.1K -70 -2%
EM
1277
Excalibur Management
Massachusetts
$934K
CCA
1278
Column Capital Advisors
Indiana
$927K -$77.7K -301 -8%
MG
1279
McCutchen Group
Washington
$927K
KLCM
1280
KG&L Capital Management
Louisiana
$926K +$14.5K +56 +2%
SIS
1281
SVB Investment Services
Utah
$924K -$482K -1,866 -34%
DLCIG
1282
D.L. Carlson Investment Group
New Hampshire
$920K -$117K -451 -11%
HC
1283
Hamilton Capital
Ohio
$919K
APWM
1284
Atlas Private Wealth Management
New York
$915K -$48.3K -187 -5%
BOPW
1285
Brandywine Oak Private Wealth
Pennsylvania
$911K -$306K -1,185 -25%
PCMC
1286
Private Capital Management (Colorado)
Colorado
$909K -$158K -610 -15%
TH
1287
TCTC Holdings
Texas
$905K -$25.9K -100 -3%
SWK
1288
Stephen W. Kidder
$904K
IIM
1289
Ipswich Investment Management
Massachusetts
$903K -$5.17K -20 -0.6%
EGA
1290
E&G Advisors
Texas
$902K -$20.4K -79 -2%
CIA
1291
Compass Ion Advisors
Pennsylvania
$901K +$901K +3,486 New
CIAS
1292
Capital Investment Advisory Services
North Carolina
$899K +$110K +424 +14%
AM
1293
Atwater Malick
Pennsylvania
$898K +$106K +409 +13%
ECM
1294
Evergreen Capital Management
Washington
$896K -$85.8K -332 -9%
APC
1295
Aspire Private Capital
North Carolina
$894K -$42.6K -165 -5%
SQA
1296
Simon Quick Advisors
New Jersey
$892K -$117K -454 -12%
PWG
1297
Private Wealth Group
Florida
$887K -$234K -907 -21%
KOMWMG
1298
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$884K -$438K -1,694 -33%
SWP
1299
Summit Wealth Partners
Florida
$880K +$594K +2,300 +208%
MFG
1300
MidWestOne Financial Group
Iowa
$872K