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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 %
CWA
401
Core Wealth Advisors
Florida
$23M +$23M +71,267 New
HMC
402
Harvard Management Company
Massachusetts
$22.7M +$380K +1,177 +2%
NPF
403
Norris Perne & French
Michigan
$22.6M +$504K +1,560 +2%
PAG
404
Pinnacle Advisory Group
Maryland
$22.6M -$86.6K -268 -0.4%
OWM
405
Orgel Wealth Management
Wisconsin
$22.6M +$6.77M +20,929 +43%
TA
406
Tiedemann Advisors
New York
$22.4M -$530K -1,639 -2%
GLA
407
Good Life Advisors
Pennsylvania
$22.4M -$254K -786 -1%
SC
408
Schoolcraft Capital
Colorado
$22.2M +$290K +896 +1%
LCOV
409
London Company of Virginia
Virginia
$22.2M +$4.2M +13,008 +23%
SHJ
410
Sharkey, Howes & Javer
Colorado
$22.1M +$20.2M +62,380 +1,022%
DSA
411
Droms Strauss Advisors
Missouri
$22.1M +$432K +1,335 +2%
Daiwa Securities Group
412
Daiwa Securities Group
Japan
$22M -$6.01M -18,581 -21%
KTA
413
Keeley-Teton Advisors
Illinois
$21.9M +$21K +65 +0.1%
BIM
414
Bridges Investment Management
Nebraska
$21.8M -$1.59M -4,934 -7%
CCWA
415
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.4M +$2.53M +7,837 +13%
SHGA
416
Sand Hill Global Advisors
California
$21.2M +$503K +1,557 +2%
IFA
417
Interactive Financial Advisors
Illinois
$21.2M -$212K -657 -1%
FHA
418
First Horizon Advisors
Tennessee
$21.1M -$4.2K -13 -0%
WTB
419
Washington Trust Bank
Washington
$21M +$8.08K +25 +0%
WHG
420
Westwood Holdings Group
Texas
$21M +$1.29M +3,987 +7%
BRWA
421
B. Riley Wealth Advisors
Florida
$21M +$5.03M +15,567 +32%
GPA
422
Guidance Point Advisors
Massachusetts
$20.9M +$304K +940 +1%
RIA
423
Regal Investment Advisors
Michigan
$20.9M +$587K +1,815 +3%
B
424
Bailard
California
$20.8M -$4.13M -12,789 -17%
PHAM
425
Palisades Hudson Asset Management
Florida
$20.7M -$628K -1,944 -3%