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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 %
FMWA
201
Forvis Mazars Wealth Advisors
Missouri
$54.1M +$1.4M +5,421 +3%
SPIA
202
Steward Partners Investment Advisory
New York
$53.6M +$6.13M +23,719 +13%
MW
203
Marcum Wealth
Ohio
$53M +$21.7M +83,859 +69%
HCA
204
Heck Capital Advisors
Wisconsin
$52.4M +$11.6M +44,897 +28%
BS
205
Banco Santander
Spain
$52.3M -$7.66M -29,633 -13%
TIM
206
Tortoise Investment Management
New York
$52.1M -$3.37M -13,046 -6%
LPT
207
Legacy Private Trust
Wisconsin
$51.9M +$9.51M +36,804 +22%
ETS
208
ESL Trust Services
New York
$51.7M +$564K +2,148 +1%
MB
209
Mizuho Bank
Japan
$51.7M +$51.7M +200,000 New
CFIA
210
Cantor Fitzgerald Investment Advisors
New York
$51.3M +$17M +65,849 +50%
BBHC
211
Brown Brothers Harriman & Co
New York
$51.2M +$13.5M +52,243 +36%
SS
212
Simplicity Solutions
Minnesota
$49.6M +$18.7M +72,384 +60%
WBG
213
Wharton Business Group
Pennsylvania
$49.2M +$199K +771 +0.4%
Mitsubishi UFJ Trust & Banking
214
Mitsubishi UFJ Trust & Banking
Japan
$49.2M -$26.7M -103,260 -35%
RTS
215
Round Table Services
New Jersey
$48.9M +$26.1M +100,912 +114%
GT
216
Glenmede Trust
Pennsylvania
$48.7M
SC
217
Stratford Consulting
Texas
$48.3M -$4.27M -16,538 -8%
MMI
218
Matson Money Inc
Ohio
$46.9M
FSWA
219
Financial Synergies Wealth Advisors
Texas
$46.8M -$320K -1,240 -0.7%
AA
220
ALPS Advisors
Colorado
$46.8M +$2.39M +9,267 +5%
PWA
221
Physician Wealth Advisors
Utah
$46.5M +$610K +2,177 +1%
HFBOT
222
Home Federal Bank of Tennessee
Tennessee
$46.4M +$662K +2,563 +1%
BAC
223
Boys Arnold & Co
North Carolina
$46.2M +$2.12M +8,196 +5%
CA
224
Cambridge Associates
Massachusetts
$46.2M -$1.7M -6,042 -4%
DWA
225
Divergent Wealth Advisors
Utah
$46.1M +$16.5M +63,813 +56%