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iShares Core S&P 500 ETF

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
301
White Mountains Advisors
Connecticut
$37.4M
WS
302
Wela Strategies
Georgia
$37.3M -$461K -1,425 -1%
DWA
303
Divergent Wealth Advisors
Utah
$37.1M -$8.58M -26,557 -19%
PP
304
Palladium Partners
Virginia
$37M -$2.94M -9,110 -7%
KWMG
305
King Wealth Management Group
Florida
$37M +$628K +1,942 +2%
RWP
306
Reliant Wealth Planning
Kentucky
$36.9M +$36.9M +114,209 New
FCFC
307
First Commonwealth Financial Corp
Pennsylvania
$36.9M +$535K +1,656 +1%
RIS
308
Retirement Income Solutions
Michigan
$36.7M +$23.4M +72,295 +175%
MIAN
309
Mariner Independent Advisor Network
Kansas
$36.5M +$863K +2,655 +2%
PA
310
Parallel Advisors
California
$36.4M -$299K -926 -0.8%
AL
311
Aspiriant LLC
California
$35.7M -$435K -1,346 -1%
HI
312
Human Investing
Oregon
$35.4M +$1.64M +5,070 +5%
SFS
313
Summit Financial Strategies
Ohio
$35.4M -$860K -2,661 -2%
NEPPG
314
New England Professional Planning Group
Rhode Island
$35.3M +$35.3M +109,343 New
OC
315
Oppenheimer & Co
New York
$35.3M +$1.59M +4,930 +5%
WI
316
Wintrust Investments
Illinois
$35.3M -$287K -889 -0.8%
EPA
317
Element Pointe Advisors
Florida
$35.1M -$98.9K -306 -0.3%
LPWM
318
Lake Point Wealth Management
Texas
$35M +$35M +108,410 New
IF
319
Ironwood Financial
Arizona
$34.9M -$601K -1,859 -2%
MIS
320
Morningstar Investment Services
Illinois
$34.6M +$120K +370 +0.3%
BHWM
321
Bar Harbor Wealth Management
New Hampshire
$34.2M -$1.76M -5,434 -5%
HWM
322
HighMark Wealth Management
Minnesota
$34.2M +$34.2M +105,876 New
SFS
323
Sowell Financial Services
Arkansas
$33.9M -$1.71M -5,290 -5%
AC
324
AlphaCore Capital
California
$33.8M +$33.8M +104,609 New
JWM
325
Jackson Wealth Management
Florida
$33.6M -$572K -1,733 -2%