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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 %
LWA
1601
Lenox Wealth Advisors
New York
$315K -$259 -1 -0.1%
ST
1602
Spinnaker Trust
Maine
$314K
VST
1603
Van Strum & Towne
California
$312K
PCM
1604
Pointe Capital Management
Michigan
$308K +$120K +465 +64%
BAM
1605
Barrett Asset Management
New York
$307K -$58.1K -225 -16%
Capital Fund Management (CFM)
1606
Capital Fund Management (CFM)
France
$306K -$3.76M -14,533 -92%
VBFG
1607
Vishria Bird Financial Group
Tennessee
$305K -$12.7K -49 -4%
PS
1608
Portfolio Strategies
New York
$305K
FP
1609
Financial Perspectives
Minnesota
$304K +$53.2K +206 +21%
BWFA
1610
Baltimore-Washington Financial Advisors
Maryland
$303K +$21.9K +85 +8%
AWA
1611
ARS Wealth Advisors
Florida
$303K +$58.5K +226 +24%
FMTC
1612
Farmers & Merchants Trust Company
California
$302K
SFP
1613
Strategic Financial Planning
Texas
$301K -$3.1K -12 -1%
HWA
1614
Hilltop Wealth Advisors
North Carolina
$301K -$1.81K -7 -0.6%
LSPW
1615
Lake Street Private Wealth
Illinois
$300K -$37.8K -146 -11%
ONST
1616
Old North State Trust
North Carolina
$300K +$102K +396 +52%
BWM
1617
Bernicke Wealth Management
Wisconsin
$300K +$300K +1,160 New
SL
1618
Summitry LLC
California
$299K
ACM
1619
Azimuth Capital Management
Michigan
$299K +$6.98K +27 +2%
HFA
1620
Huber Financial Advisors
Illinois
$296K -$37K -143 -11%
FM
1621
Foster & Motley
Ohio
$295K -$28.6K -111 -9%
TC
1622
Tatro Capital
Kentucky
$295K
HDIM
1623
Hanson & Doremus Investment Management
Vermont
$293K -$24.1K -93 -8%
MPIA
1624
Mountain Pacific Investment Advisers
Idaho
$293K -$3.87K -15 -1%
C1AG
1625
Client 1st Advisory Group
Florida
$290K +$290K +1,123 New