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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 %
EF
1851
Empirical Finance
Pennsylvania
-$3.34M -10,341 Closed
ES
1852
Equitec Specialists
Illinois
-$2.88M -8,904 Closed
AWM
1853
Adams Wealth Management
Utah
-$2.52M -7,809 Closed
LFA
1854
Legacy Financial Advisors
Kentucky
-$2.38M -7,372 Closed
CLOS
1855
Compagnie Lombard Odier SCmA
Switzerland
-$2.33M -7,200 Closed
AFS
1856
Access Financial Services
Minnesota
-$2.28M -7,054 Closed
Impax Asset Management Group
1857
Impax Asset Management Group
United Kingdom
-$2.06M -6,375 Closed
TPCM
1858
Three Peaks Capital Management
Colorado
-$1.92M -5,938 Closed
DC
1859
Derby & Company
Massachusetts
-$1.81M -5,588 Closed
BCM
1860
Bayesian Capital Management
New York
-$1.79M -5,525 Closed
TCM
1861
Tuttle Capital Management
Connecticut
-$1.76M -5,439 Closed
JSL
1862
JT Stratford LLC
Georgia
-$2.04M -5,248 Closed
CP
1863
Coho Partners
Pennsylvania
-$1.29M -3,998 Closed
Susquehanna International Group
1864
Susquehanna International Group
Pennsylvania
-$1.14M -3,540 Closed
MWM
1865
Moulton Wealth Management
Washington
-$975K -3,012 Closed
CSPIA
1866
Cary Street Partners Investment Advisory
Virginia
-$963K -2,979 Closed
OWD
1867
Osborn Williams & Donohoe
Ohio
-$902K -2,791 Closed
DDC
1868
DF Dent & Co
Maryland
-$902K -2,791 Closed
RBCM
1869
Raub Brock Capital Management
California
-$900K -2,785 Closed
CSIA
1870
Charles Schwab Investment Advisory
California
-$864K -2,672 Closed
CA
1871
CapWealth Advisors
Tennessee
-$838K -2,592 Closed
JG
1872
Jefferies Group
New York
-$835K -2,583 Closed
GC
1873
Gruss & Co
Florida
-$808K -2,500 Closed
BA
1874
BCM Advisors
Louisiana
-$787K -2,434 Closed
QCMC
1875
Quantum Capital Management (California)
California
-$740K -2,288 Closed