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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 %
BPWA
351
Beacon Pointe Wealth Advisors
California
$29.6M -$475K -1,469 -2%
SCIM
352
Spring Creek Investment Management
Pennsylvania
$29.5M
RhumbLine Advisers
353
RhumbLine Advisers
Massachusetts
$29.4M +$4.68M +14,489 +19%
IWC
354
Integrated Wealth Concepts
Massachusetts
$29.1M +$20.5M +63,404 +237%
HH
355
HWG Holdings
Texas
$28.8M -$2.81M -8,705 -9%
JF
356
JSF Financial
California
$28.6M -$224K -693 -0.8%
RTS
357
Round Table Services
New Jersey
$28.6M +$2.11M +6,514 +8%
VFA
358
Valeo Financial Advisors
Indiana
$28.5M +$1.68M +5,187 +6%
MGIA
359
Moneta Group Investment Advisors
Missouri
$28.4M +$55.9K +173 +0.2%
RCM
360
Rain Capital Management
Oregon
$28.2M +$51.7K +160 +0.2%
CG
361
Colony Group
Massachusetts
$28.1M +$2.79M +8,635 +11%
PA
362
Pinnacle Associates
New York
$27.8M +$966K +2,987 +4%
HCM
363
Hollencrest Capital Management
California
$27.4M -$192K -595 -0.7%
PI
364
PFS Investments
Georgia
$27M -$3.73M -11,542 -12%
WTC
365
WhitTier Trust Company
Nevada
$26.9M +$941K +2,911 +4%
KPWG
366
KFA Private Wealth Group
Virginia
$26.8M +$26.8M +82,933 New
BFA
367
Bluestem Financial Advisors
Illinois
$26.4M +$26.4M +81,676 New
DE
368
Day & Ennis
Georgia
$26.4M +$603K +1,864 +2%
I
369
IberiaBank
Louisiana
$26.3M -$2.55M -7,884 -9%
HNB
370
Huntington National Bank
Ohio
$26.2M -$25.2M
Mackenzie Financial
371
Mackenzie Financial
Ontario, Canada
$26.2M +$242K +750 +0.9%
PIMJS
372
PKO Investment Management Joint-Stock
Poland
$26.1M +$4.15M +12,853 +19%
CB
373
Community Bank
New York
$26.1M
CCT
374
Country Club Trust
Missouri
$25.8M +$1.08M +3,357 +4%
AIIMS
375
Analyst IMS Investment Management Services
Israel
$25.6M