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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 %
MAS
1926
Madden Advisory Services
Florida
-$233K -722 Closed
TCOO
1927
Trust Company of Oklahoma
Oklahoma
-$233K -720 Closed
TAM
1928
Tocqueville Asset Management
New York
-$232K -718 Closed
MIM
1929
Marco Investment Management
Georgia
-$229K -708 Closed
FVWA
1930
Foster Victor Wealth Advisors
South Carolina
-$230K -706 Closed
EIA
1931
Edgemoor Investment Advisors
Maryland
-$228K -706 Closed
BSAM
1932
Blue Sky Asset Management
Colorado
-$226K -700 Closed
KCPG
1933
Kavar Capital Partners Group
Kansas
-$226K -699 Closed
TA
1934
TFG Advisers
Michigan
-$223K -691 Closed
LCM
1935
LVM Capital Management
Michigan
-$223K -689 Closed
PD
1936
Planning Directions
Pennsylvania
-$222K -687 Closed
JPG
1937
Jordan Park Group
California
-$221K -685 Closed
RWA
1938
RGT Wealth Advisors
Texas
-$220K -682 Closed
MPW
1939
Monterey Private Wealth
California
-$220K -679 Closed
RIM
1940
Regent Investment Management
Kentucky
-$219K -678 Closed
GLR
1941
Great Lakes Retirement
Ohio
-$218K -675 Closed
MIC
1942
Meridian Investment Counsel
California
-$213K -660 Closed
WAS
1943
Wealth Advisory Solutions
Indiana
-$212K -658 Closed
TP
1944
Truvvo Partners
New York
-$211K -652 Closed
AGA
1945
Arkos Global Advisors
Texas
-$210K -650 Closed
RPA
1946
Rock Point Advisors
Vermont
-$210K -650 Closed
CB
1947
Cadence Bank
Mississippi
-$204K -631 Closed
IC
1948
Investment Counsel
Michigan
-$204K -630 Closed
BPM
1949
Bowling Portfolio Management
Ohio
-$203K -629 Closed
LF
1950
LifeSteps Financial
California
-$203K -627 Closed