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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 %
VCM
1626
Virtue Capital Management
Tennessee
$288K -$20.6K -80 -7%
MG
1627
MilWealth Group
Wisconsin
$288K
HPC
1628
HM Payson & Co
Maine
$287K -$86.2K -333 -23%
PW
1629
Peninsula Wealth
California
$287K +$95.8K +371 +50%
SC
1630
Searle & Co
Connecticut
$286K
KWM
1631
Keebeck Wealth Management
Illinois
$286K +$265K +1,027 +1,237%
IWS
1632
Insight Wealth Strategies
California
$284K -$98.2K -380 -26%
SAM
1633
Seelaus Asset Management
New Jersey
$284K
AC
1634
Apella Capital
Connecticut
$284K +$284K +1,101 New
LWS
1635
Lucia Wealth Services
California
$283K +$71.1K +275 +34%
HCM
1636
HMS Capital Management
Tennessee
$282K
FMW
1637
Farr Miller & Washington
District of Columbia
$279K -$74.9K -290 -21%
BCP
1638
Blue Chip Partners
Michigan
$277K -$163K -632 -37%
AIP
1639
Almanack Investment Partners
Pennsylvania
$276K -$83.6K -323 -23%
PA
1640
Paragon Advisors
Texas
$275K -$37.5K -145 -12%
G
1641
Gainplan
Michigan
$274K -$757K -2,927 -73%
TW
1642
TrinityPoint Wealth
Connecticut
$273K -$41.9K -162 -13%
BRC
1643
Bell Rock Capital
Delaware
$272K +$1.29K +5 +0.5%
JWCA
1644
J.W. Coons Advisors
Ohio
$271K +$271K +1,044 New
AIA
1645
Alera Investment Advisors
Illinois
$270K +$55.9K +216 +26%
UBG
1646
United Bank (Georgia)
Georgia
$268K +$19.7K +76 +8%
CGL
1647
Clarius Group LLC
Washington
$267K
LWANC
1648
Laurel Wealth Advisors (North Carolina)
North Carolina
$266K +$9.81K +38 +4%
CC
1649
Callan Capital
California
$264K
CFFP
1650
Center for Financial Planning
Michigan
$264K