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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 %
QPWM
1501
Quadrant Private Wealth Management
Pennsylvania
$459K +$278K +1,076 +153%
VAG
1502
VisionPoint Advisory Group
Texas
$458K +$104K +401 +29%
VCM
1503
Violich Capital Management
California
$457K -$785K -3,040 -63%
EGWAG
1504
Elwood & Goetz Wealth Advisory Group
Georgia
$457K -$355K -1,373 -44%
CBB
1505
Citizens Business Bank
California
$455K +$226K +875 +99%
BC
1506
Burney Company
Virginia
$453K +$127K +490 +39%
BFS
1507
Bradley Foster & Sargent
Connecticut
$451K +$37.5K +145 +9%
PFM
1508
Peak Financial Management
Massachusetts
$448K +$83.8K +324 +23%
AIS
1509
American Investment Services
Massachusetts
$446K -$7.75K -30 -2%
SVWAG
1510
Sound View Wealth Advisors Group
Georgia
$445K
CCP
1511
Cardan Capital Partners
Colorado
$444K +$154K +598 +53%
HCM
1512
Horan Capital Management
Maryland
$443K +$68.2K +264 +18%
CCM
1513
Covington Capital Management
California
$442K -$81.4K -315 -16%
MFM
1514
Mirsky Financial Management
New York
$442K +$92.5K +358 +26%
CWA
1515
Clarity Wealth Advisors
California
$441K +$32.5K +126 +8%
WA
1516
Wambolt & Associates
Colorado
$440K -$16K -62 -4%
Charles Schwab
1517
Charles Schwab
California
$439K +$439K +1,697 New
GAB
1518
German American Bancorp
Indiana
$438K +$45.7K +177 +12%
IPW
1519
Inlet Private Wealth
Florida
$437K
ME
1520
McIlrath & Eck
Washington
$436K +$31.3K +121 +8%
CIAS
1521
CBIZ Investment Advisory Services
Ohio
$435K -$174K
ODIJL
1522
One Day In July LLC
Vermont
$434K +$79.4K +307 +22%
EWM
1523
Executive Wealth Management
Michigan
$433K -$26.8K -104 -6%
FA
1524
Faithward Advisors
Pennsylvania
$433K -$6.2K -24 -1%
HWA
1525
HHM Wealth Advisors
Tennessee
$430K +$150K +581 +54%