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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 %
IA
376
IFP Advisors
Florida
$25.6M -$6.34M -19,553 -20%
TFS
377
TrustCore Financial Services
Tennessee
$25.6M +$3.83M +11,853 +18%
BBA
378
BLB&B Advisors
Pennsylvania
$25.6M +$1.57M +4,855 +7%
CWM
379
Cranbrook Wealth Management
Michigan
$25.4M +$1.47M +4,533 +6%
IWP
380
IAG Wealth Partners
Wisconsin
$25.3M +$25.3M +78,392 New
SA
381
Silversage Advisors
California
$25.3M +$25.3M +78,302 New
JWCA
382
J.W. Cole Advisors
Florida
$25.2M +$25.2M +77,888 New
TGAM
383
TBH Global Asset Management
Tennessee
$25M +$25M +77,193 New
GIM
384
Goelzer Investment Management
Indiana
$24.8M +$277K +858 +1%
TRCT
385
Tower Research Capital (TRC)
New York
$24.4M +$24.4M +75,634 New
MCWS
386
McKinley Carter Wealth Services
West Virginia
$24.4M +$1.38M +4,283 +6%
VFP
387
Verus Financial Partners
Virginia
$24.3M -$1.54M -4,774 -6%
CGI
388
Cougar Global Investments
Ontario, Canada
$24.2M -$792K -2,449 -3%
BIAS
389
Beacon Investment Advisory Services
New Jersey
$24.1M -$111K -343 -0.5%
BAM
390
Beaumont Asset Management
Texas
$24.1M +$24.1M +74,423 New
SPIA
391
Strategic Point Investment Advisors
Rhode Island
$23.9M +$678K +2,097 +3%
Sumitomo Mitsui Trust Group
392
Sumitomo Mitsui Trust Group
Japan
$23.8M -$5.7M -17,637 -19%
PFG
393
Pacific Financial Group
Washington
$23.8M +$17.3M +53,507 +265%
AF
394
Advisornet Financial
Minnesota
$23.7M -$928K -2,870 -4%
EAM
395
Erste Asset Management
Austria
$23.6M +$711K +2,200 +3%
CPSAC
396
Chas P. Smith & Associates (CPS)
Florida
$23.4M -$132K -409 -0.6%
FFA
397
First Foundation Advisors
California
$23.4M +$9.96M +30,813 +74%
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$23.4M +$5.34M +16,508 +30%
CIBC Asset Management
399
CIBC Asset Management
Ontario, Canada
$23.3M +$23.3M +71,949 New
SAG
400
Spotlight Asset Group
Illinois
$23.2M +$23.2M +82,992 New