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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 %
CCM
1401
Carlson Capital Management
Minnesota
$629K +$50.2K +177 +9%
BCM
1402
BTR Capital Management
California
$628K
SAA
1403
Southeast Asset Advisors
Georgia
$628K +$2.84K +11 +0.5%
GHA
1404
GW Henssler & Associates
Georgia
$627K +$42.4K +164 +7%
FWM
1405
Focused Wealth Management
New York
$626K -$5.42K -21 -0.9%
RFN
1406
RDA Financial Network
Iowa
$624K -$86.1K -333 -12%
ECG
1407
EPIQ Capital Group
California
$618K -$290K -1,122 -32%
FIM
1408
Frontier Investment Management
Texas
$618K -$142K -549 -19%
PGA
1409
Portland Global Advisors
Maine
$617K +$69.8K +270 +13%
LOPW
1410
Live Oak Private Wealth
North Carolina
$615K -$276K -1,066 -31%
APP
1411
Avantax Planning Partners
Iowa
$612K -$15.2K -59 -2%
MIM
1412
Macroview Investment Management
Maryland
$609K +$58.1K +225 +11%
BO
1413
Bank OZK
Arkansas
$608K -$3.1K -12 -0.5%
VWM
1414
Valley Wealth Managers
New Jersey
$608K +$129K +500 +27%
IA
1415
Independence Advisors
Pennsylvania
$606K +$49.6K +192 +9%
BMA
1416
Brooks Moore & Associates
Tennessee
$604K -$9.3K -36 -2%
GI
1417
Gradient Investments
Minnesota
$604K +$250K +968 +71%
TWM
1418
Trinity Wealth Management
Pennsylvania
$600K -$1.22M -4,734 -67%
TA
1419
TCG Advisors
Texas
$597K +$398K +1,537 +199%
TCA
1420
Transcend Capital Advisors
New Jersey
$591K +$262K +1,013 +80%
CAL
1421
Capital Advisors Ltd
Ohio
$590K -$230K -891 -28%
MC
1422
Moors & Cabot
Massachusetts
$590K +$109K +425 +23%
SWM
1423
Selective Wealth Management
Virginia
$588K -$155K -600 -21%
AIM
1424
AMI Investment Management
Indiana
$588K -$58.1K -225 -9%
KFI
1425
Key Financial Inc
Pennsylvania
$586K -$163K -622 -22%