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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 %
CAN
1526
Claraphi Advisory Network
United States
$429K -$94.6K -366 -18%
TPW
1527
TL Private Wealth
Texas
$429K +$2.01K +7 +0.5%
FNBOO
1528
First National Bank of Omaha
Nebraska
$429K +$429K +1,662 New
LFA
1529
Lighthouse Financial Advisors
Maryland
$427K -$32K -124 -7%
AMCA
1530
Arthur M. Cohen & Associates
Illinois
$427K +$2.47K +10 +0.6%
WKWM
1531
Walter & Keenan Wealth Management
Indiana
$427K +$427K +1,728 New
TFA
1532
TPG Financial Advisors
Oregon
$426K -$107K -415 -20%
HFAS
1533
Hummer Financial Advisory Services
Illinois
$425K +$425K +1,645 New
WLPWM
1534
Walled Lake Planning & Wealth Management
Illinois
$424K +$1.81K +7 +0.4%
MM
1535
Main Management
California
$423K +$108K +419 +34%
CS
1536
Cannell & Spears
New York
$420K
LNWWM
1537
Laird Norton Wetherby Wealth Management
California
$417K -$216K -836 -34%
WA
1538
Wealthstar Advisors
Texas
$417K
MGWM
1539
Marks Group Wealth Management
Minnesota
$414K +$414K +1,603 New
VSWA
1540
Vontobel Swiss Wealth Advisors
Switzerland
$413K +$25.8K +100 +7%
AWA
1541
Arkadios Wealth Advisors
Georgia
$412K +$200K +773 +94%
AIA
1542
Angeles Investment Advisors
California
$412K -$7.05K -24 -2%
MAA
1543
Matrix Asset Advisors
New York
$410K
BFC
1544
Blue Fin Capital
Rhode Island
$410K +$90.3K +350 +28%
MWM
1545
Meridian Wealth Management
Kentucky
$408K +$80K +310 +24%
HFG
1546
Heron Financial Group
New York
$407K -$5.69K -20 -1%
DWM
1547
Darwin Wealth Management
Florida
$406K -$72.7K -282 -15%
CANC
1548
Culbertson A N & Co
Virginia
$406K
RE
1549
RBC Europe
United Kingdom
$400K -$5.17K -20 -1%
BCMO
1550
Buckingham Capital Management (Ohio)
Ohio
$395K -$29.7K -115 -7%