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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 %
W
326
WealthStone
Ohio
$33.5M -$1.34M -4,151 -4%
AIP
327
Ameritas Investment Partners
Nebraska
$33.4M +$1.93M +5,958 +6%
ASN
328
Advisory Services Network
Georgia
$33.3M +$11.3K +35 +0%
KFP
329
KMG Fiduciary Partners
Ohio
$33.1M +$80.2K +248 +0.2%
HA
330
Harfst & Associates
Wyoming
$32.9M -$789K -2,440 -2%
AAMA
331
Advanced Asset Management Advisors
Ohio
$32.8M
FWM
332
FFT Wealth Management
Pennsylvania
$32.6M +$12.2M +37,869 +60%
SAM
333
Securian Asset Management
Minnesota
$32.5M
EWA
334
ERTS Wealth Advisors
Michigan
$32.4M +$1.51M +4,684 +5%
Kayne Anderson Rudnick Investment Management
335
Kayne Anderson Rudnick Investment Management
California
$32.2M +$1.34M +4,133 +4%
WIP
336
Wellesley Investment Partners
Massachusetts
$31.9M -$1.11M -3,435 -3%
BMCM
337
Bryn Mawr Capital Management
Pennsylvania
$31.8M +$312K +964 +1%
A
338
AdvicePeriod
California
$31.8M -$49.6M -153,354 -61%
HWA
339
Heritage Way Advisors
Illinois
$31.7M +$2.34M +7,240 +8%
CFGS
340
Concourse Financial Group Securities
Alabama
$31.5M +$17M +52,662 +118%
LF
341
Lee Financial
Texas
$31.4M -$37.2K -115 -0.1%
AAMC
342
Asset Allocation & Management Company
Illinois
$31.4M +$31.4M +97,157 New
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$31.3M +$3.48M +10,767 +13%
WCM
344
Windham Capital Management
Massachusetts
$31.2M +$31.2M +96,441 New
TCM
345
TD Capital Management
Tennessee
$30.6M -$3.08M -9,526 -9%
MWM
346
MBE Wealth Management
Wisconsin
$30.4M +$30.4M +94,176 New
SCA
347
Snowden Capital Advisors
New York
$30.1M -$184K -568 -0.6%
IWM
348
IHT Wealth Management
Illinois
$30M +$254K +787 +0.9%
NA
349
Nottingham Advisors
New York
$29.9M -$23.3K -72 -0.1%
OFG
350
Oxford Financial Group
Indiana
$29.9M +$787K +2,435 +3%