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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 %
SIM
1726
Sonora Investment Management
Arizona
$199K
TF
1727
Tompkins Financial
New York
$197K -$105K -407 -35%
JWBC
1728
John W. Brooker & Co
California
$197K
FCM
1729
Firestone Capital Management
Florida
$195K +$26.3K +102 +16%
POIA
1730
Pin Oak Investment Advisors
Texas
$195K +$195K +756 New
DWA
1731
Dougherty Wealth Advisers
Minnesota
$191K
VCM
1732
Vigilant Capital Management
Maine
$190K
PAI
1733
Pittenger & Anderson Inc
Nebraska
$184K +$49.1K +190 +36%
WEC
1734
Winslow Evans & Crocker
Massachusetts
$178K
SWA
1735
Sutton Wealth Advisors
Florida
$177K +$21.2K +82 +14%
FPB
1736
First PREMIER Bank
South Dakota
$176K
MMG
1737
Monetary Management Group
Missouri
$174K -$207K -800 -54%
AAP
1738
Arax Advisory Partners
Colorado
$172K +$77.3K +299 +82%
CWM
1739
Cedar Wealth Management
California
$166K +$166K +641 New
VNA
1740
Valley National Advisers
Pennsylvania
$159K -$8.27K -32 -5%
MCM
1741
McMillion Capital Management
North Carolina
$159K -$7.74K -30 -5%
FANJ
1742
Financial Architects (New Jersey)
New Jersey
$156K -$3.61K -14 -2%
BII
1743
Bainco International Investors
Massachusetts
$155K +$155K +599 New
EI
1744
Ellevest Inc
New York
$155K +$155K +600 New
FWM
1745
FSA Wealth Management
Massachusetts
$152K
RFM
1746
Royal Fund Management
Florida
$149K +$257 +1 +0.2%
NSB
1747
Norway Savings Bank
Maine
$143K
MD
1748
Money Design
Japan
$139K +$139K +539 New
NL
1749
NVWM LLC
Pennsylvania
$133K -$387K -1,499 -74%
RP
1750
Rowlandmiller & Partners
Georgia
$131K +$131K +508 New