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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 %
PFA
1551
Pathway Financial Advisors
Vermont
$394K -$202K -811 -34%
FA
1552
Financial Advisors
Massachusetts
$391K -$228K -881 -37%
H
1553
HoyleCohen
California
$391K
CFG
1554
Capstone Financial Group
Oklahoma
$390K +$49.8K +193 +15%
I2I
1555
Insight 2811 Inc
Illinois
$386K -$199K -771 -34%
CA
1556
Cortland Associates
Missouri
$383K -$211K -817 -36%
1832 Asset Management
1557
1832 Asset Management
Ontario, Canada
$383K +$7.8K +30 +2%
PSC
1558
Prentiss Smith & Co
Vermont
$382K +$382K +1,478 New
GA
1559
GFS Advisors
Texas
$380K +$380K +1,540 New
Kovitz Investment Group Partners
1560
Kovitz Investment Group Partners
Illinois
$375K +$375K +1,451 New
EB
1561
Eastern Bank
Massachusetts
$373K
SHWM
1562
Silicon Hills Wealth Management
Texas
$373K +$364K +1,406 +3,906%
AAIM
1563
Asset Advisors Investment Management
Georgia
$371K -$44.5K -172 -11%
HIMC
1564
Heritage Investors Management Corp
Maryland
$370K
TPA
1565
Trivium Point Advisory
Connecticut
$369K -$10.2K -37 -3%
HCM
1566
HM Capital Management
Missouri
$366K -$2.84K -11 -0.8%
RW
1567
REDW Wealth
New Mexico
$365K
ECM
1568
Elgethun Capital Management
South Dakota
$365K +$365K +1,414 New
PA
1569
Prism Advisors
California
$357K +$20.9K +81 +6%
CA
1570
Cambridge Advisors
Nebraska
$357K +$30.5K +118 +9%
TNA
1571
True North Advisors
Texas
$355K -$48.2K -187 -12%
CHA
1572
Carmichael Hill & Associates
Maryland
$355K
First Manhattan
1573
First Manhattan
New York
$354K -$1.55K -6 -0.4%
DCM
1574
Donaldson Capital Management
Indiana
$354K +$258 +1 +0.1%
SCM
1575
Seascape Capital Management
New Hampshire
$353K -$5.94K -23 -2%