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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 %
I
476
INVST
Indiana
$16.9M +$7.52M +23,268 +80%
BSW
477
Buckingham Strategic Wealth
Missouri
$16.8M -$268K -828 -2%
SXL
478
Summit X LLC
Missouri
$16.7M +$643K +1,989 +4%
T. Rowe Price Associates
479
T. Rowe Price Associates
Maryland
$16.6M -$2.77M -8,566 -14%
CFGF
480
Compass Financial Group (Florida)
Florida
$16.6M -$194K -599 -1%
RRC
481
Relaxing Retirement Coach
Massachusetts
$16.6M -$778K -2,407 -4%
IWMA
482
Ironwood Wealth Management (Arizona)
Arizona
$16.6M +$9.26M +28,642 +126%
FWM
483
Fairhaven Wealth Management
Illinois
$16.5M +$209K +648 +1%
BUB
484
BBVA USA Bancshares
Texas
$16.4M +$7.87M +24,349 +92%
LWAC
485
Laurel Wealth Advisors (California)
California
$16.4M +$10.9M +33,697 +198%
MSWMA
486
Market Street Wealth Management Advisors
Indiana
$16.3M +$1.53M +4,731 +10%
CWM
487
Campbell Wealth Management
Virginia
$16.3M +$64.6K +200 +0.4%
CFA
488
Carroll Financial Associates
North Carolina
$16.3M +$847K +2,619 +5%
MTB
489
Mizuho Trust & Banking
Japan
$16.2M +$3.23M +10,000 +25%
PWS
490
Paragon Wealth Strategies
Florida
$16.1M -$35.9K -111 -0.2%
WFWM
491
Wechter Feldman Wealth Management
New Jersey
$16M +$285K +882 +2%
MA
492
MCF Advisors
Kentucky
$15.9M +$824K +2,548 +5%
DCM
493
DeGreen Capital Management
Arizona
$15.9M +$1.77M +5,478 +13%
RA
494
Riverstone Advisors
Texas
$15.8M -$391K -1,211 -2%
TCM
495
Towercrest Capital Management
Pennsylvania
$15.8M +$1.19M +3,681 +8%
PPW
496
Parcion Private Wealth
Washington
$15.8M +$15.8M +48,744 New
AWM
497
Avondale Wealth Management
Texas
$15.8M +$421K +1,302 +3%
FNT
498
First National Trust
Pennsylvania
$15.7M +$1.08M +3,333 +7%
SCM
499
Smith Capital Management
Arkansas
$15.7M +$150K +463 +1%
MWP
500
Moller Wealth Partners
$15.7M -$297K -920 -2%