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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 %
SA
1701
Shilanski & Associates
Alaska
$222K +$222K +861 New
PFA
1702
Plotkin Financial Advisors
Maryland
$222K
CWM
1703
CCG Wealth Management
California
$218K -$16.6K -64 -7%
MPM
1704
Meritage Portfolio Management
Kansas
$218K
EPWM
1705
Essex Private Wealth Management
Massachusetts
$218K
SDWIA
1706
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$3.88K +15 +2%
GG
1707
GenWealth Group
New Jersey
$213K -$11.6M -44,993 -98%
SSWM
1708
Smith Salley Wealth Management
North Carolina
$213K -$74.2K -287 -26%
RCS
1709
Retirement Capital Strategies
California
$213K
Federated Hermes
1710
Federated Hermes
Pennsylvania
$213K +$213K +824 New
ACM
1711
Ategra Capital Management
Virginia
$212K +$16.8K +65 +9%
GF
1712
Goodman Financial
Texas
$212K -$39.1K -151 -16%
RSS
1713
Rosenblum Silverman Sutton
California
$209K +$209K +809 New
CM
1714
Columbus Macro
Pennsylvania
$208K -$804K -3,116 -79%
CCM
1715
Cribstone Capital Management
Maine
$208K
WCFA
1716
Walkner Condon Financial Advisors
Wisconsin
$207K -$95.7K -370 -32%
SIM
1717
Sadoff Investment Management
Wisconsin
$207K
NCM
1718
Neumann Capital Management
California
$207K
NG
1719
NWK Group
California
$204K -$37.7K -146 -16%
TD Asset Management
1720
TD Asset Management
Ontario, Canada
$203K -$30K -116 -13%
BI
1721
Ballast Inc
Kentucky
$203K -$19.4K -75 -9%
ZIM
1722
Zacks Investment Management
Illinois
$203K +$1.29K +5 +0.6%
RAM
1723
Riggs Asset Management
Pennsylvania
$201K
ANBT
1724
American National Bank & Trust
Texas
$200K
RMCM
1725
Reynders McVeigh Capital Management
Massachusetts
$200K +$200K +775 New