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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 %
ACM
1651
Advisors Capital Management
New Jersey
$262K -$32.5K -126 -11%
NSAM
1652
North Star Asset Management
Wisconsin
$262K
AHC
1653
Adell Harriman & Carpenter
Texas
$260K -$59.9K -232 -19%
GC
1654
Garde Capital
Washington
$259K -$33.3K -129 -11%
KFS
1655
Kurt F. Somerville
$258K
RW
1656
RVW Wealth
California
$258K +$94.4K +365 +58%
JSA
1657
Jacobson & Schmitt Advisors
Wisconsin
$257K -$7.5K -29 -3%
CPA
1658
Clear Perspective Advisors
Illinois
$257K +$2.33K +9 +0.9%
JWBC
1659
J.W. Burns & Co
New York
$257K +$16.8K +65 +7%
W
1660
WealthOne
New York
$255K -$24.6K -95 -9%
MMPW
1661
Mitchell McLeod Pugh & Williams
Alabama
$255K +$7.23K +28 +3%
SWP
1662
Strategic Wealth Partners
Ohio
$251K
TAM
1663
Tradition Asset Management
Virginia
$251K +$257 +1 +0.1%
HHAA
1664
Henry H. Armstrong Associates
Pennsylvania
$249K
BMC
1665
Benin Management Corp
Connecticut
$247K -$25.1K -97 -9%
JCM
1666
Jacobi Capital Management
Pennsylvania
$243K -$22K -85 -8%
FA
1667
FMA Advisory
Pennsylvania
$243K +$1.29K +5 +0.5%
PIA
1668
Perennial Investment Advisors
California
$242K -$11.6K -45 -5%
WEPOG
1669
Wealth Enhancement & Preservation of GA
Georgia
$242K
OFS
1670
OneAscent Financial Services
Alabama
$242K +$58.9K +228 +32%
FRA
1671
Front Row Advisors
California
$242K +$165K +568 +216%
EW
1672
Evoke Wealth
California
$242K +$242K +936 New
BHTS
1673
Bar Harbor Trust Services
Maine
$240K -$206K -797 -46%
FSA
1674
Fort Sheridan Advisors
Illinois
$240K -$69.7K -270 -23%
SCP
1675
Silverleafe Capital Partners
Tennessee
$239K +$239K +926 New