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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 %
JPLA
1801
Joseph P. Lucia & Associates
New York
$19K
MSFP
1802
Mark Sheptoff Financial Planning
Connecticut
$16K
SL
1803
Savior LLC
Massachusetts
$13K -$36.7K -141 -74%
GCM
1804
Gables Capital Management
Florida
$13K -$6.76K -26 -34%
BWL
1805
Bogart Wealth LLC
Virginia
$13K +$4.16K +16 +47%
AWM
1806
Atticus Wealth Management
Florida
$12K -$10.5K -42 -47%
PK
1807
Pflug Koory
Nebraska
$12K
NEIRG
1808
New England Investment & Retirement Group
Massachusetts
$12K +$12K +45 New
DCM
1809
Davis Capital Management
Florida
$11K +$11K +41 New
NL
1810
NWAM LLC
Washington
$10.6K +$1.13K +4,386 +12%
EWP
1811
Engrave Wealth Partners
Texas
$10K
UFF
1812
USA Financial Formulas
Michigan
$9K -$569K -2,212 -98%
TFA
1813
Toth Financial Advisory
Virginia
$8K
OIA
1814
Optimum Investment Advisors
Illinois
$5K +$5K +19 New
RTC
1815
Riverview Trust Company
Washington
$4K
PC
1816
Permanens Capital
New York
$4K
AF
1817
Arrow Financial
New York
$3K
BWA
1818
Burt Wealth Advisors
Maryland
$3K
FCH
1819
Freestone Capital Holdings
Washington
$2.15K +$1.23K +4,777 +135%
FMP
1820
Financial Management Professionals
Texas
$2K
LCC
1821
Lincoln Capital Corp
Rhode Island
$754 +$754 +2,919 New
CCT
1822
Capital City Trust
Florida
$371 -$16 -63 -4%
MLL
1823
Moody Lynn & Lieberson
Massachusetts
$258 -$200 -775 -44%
WA
1824
WBH Advisory
Maryland
$227 -$101 -392 -31%
FGAM
1825
Financial Gravity Asset Management
Texas
$73