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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 %
AIM
1676
Avity Investment Management
Connecticut
$238K
GCP
1677
Gill Capital Partners
Colorado
$238K +$238K +920 New
TAM
1678
Townsend Asset Management
North Carolina
$237K +$50.1K +194 +27%
NRI
1679
NFP Retirement Inc
California
$235K -$107K -412 -31%
AWA
1680
Acorn Wealth Advisors
Michigan
$235K -$29.5K -113 -11%
SCM
1681
Stonehearth Capital Management
Massachusetts
$235K +$48.6K +188 +26%
DC
1682
DeDora Capital
California
$234K +$777 +3 +0.3%
DAM
1683
Delta Asset Management
Tennessee
$232K -$19.1K -74 -8%
BFO
1684
Biltmore Family Office
North Carolina
$232K -$18.3K -71 -7%
HCM
1685
Howland Capital Management
Massachusetts
$229K -$7.25K -28 -3%
WTFG
1686
Wells Trecaso Financial Group
Ohio
$229K -$2.07K -8 -0.9%
FBA
1687
Front Barnett Associates
Illinois
$229K +$5.43K +21 +2%
RCA
1688
Ranch Capital Advisors
Florida
$228K -$123K -478 -35%
AP
1689
Atwood & Palmer
Missouri
$228K
TCM
1690
Tandem Capital Management
New Jersey
$228K
SWM
1691
Shakespeare Wealth Management
Wisconsin
$227K -$18.1K -70 -7%
CIP
1692
Convergence Investment Partners
Florida
$227K +$227K +880 New
CP
1693
Covenant Partners
Tennessee
$226K -$83.9K -325 -27%
CG
1694
Corundum Group
Colorado
$226K
JWM
1695
JGP Wealth Management
Oregon
$226K
AWM
1696
AllSquare Wealth Management
New York
$226K +$10.4K +40 +5%
TW
1697
Towerpoint Wealth
California
$225K +$32.5K +126 +17%
DI
1698
DFPG Investments
Utah
$223K +$41K +147 +23%
VRM
1699
Vectors Research Management
New York
$222K -$123K -476 -36%
HIM
1700
Hotaling Investment Management
Pennsylvania
$222K -$25.8K -100 -10%