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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 %
OWA
501
Outlook Wealth Advisors
Texas
$15.6M +$2.86M +8,856 +22%
MFT
502
Moisand Fitzgerald Tamayo
Florida
$15.5M -$461K -1,426 -3%
SC
503
SouthState Corp
Florida
$15.5M +$141K +435 +0.9%
SSW
504
Smith Shellnut Wilson
Mississippi
$15.5M -$151K -466 -1%
CI
505
CX Institutional
Indiana
$15.4M -$36.8K -114 -0.2%
AA
506
Ancora Advisors
Ohio
$15.4M -$72.1K -223 -0.5%
CWG
507
Cornerstone Wealth Group
North Carolina
$15.4M +$538K +1,663 +4%
BWM
508
BT Wealth Management
Georgia
$15.4M +$1.12M +3,468 +8%
SSWM
509
Sheets Smith Wealth Management
North Carolina
$15.2M +$837K +2,590 +6%
HT
510
Hefren-Tillotson
Pennsylvania
$15.2M +$156K +484 +1%
SC
511
Savant Capital
Illinois
$15.2M -$100K -310 -0.7%
RPC
512
Rossmore Private Capital
Connecticut
$15.2M +$680K +2,103 +5%
SWMG
513
Sanchez Wealth Management Group
Florida
$15.1M -$355K -1,099 -2%
PA
514
PFG Advisors
Arizona
$15M +$690K +2,118 +5%
MCM
515
MV Capital Management
Maryland
$15M +$1.37M +4,247 +10%
Two Sigma Advisers
516
Two Sigma Advisers
New York
$15M +$10.4M +32,300 +231%
FTI
517
Fiduciary Trust International
Massachusetts
$14.9M +$3.56K +11 +0%
NAM
518
North American Management
Massachusetts
$14.8M -$265K -820 -2%
GG
519
GenWealth Group
New Jersey
$14.8M +$323K +998 +2%
SCA
520
Stonebridge Capital Advisors
Minnesota
$14.8M +$69.2K +214 +0.5%
AFG
521
Arkansas Financial Group
Arkansas
$14.7M +$210K +651 +1%
RJT
522
Raymond James Trust
Florida
$14.4M -$373K -1,155 -3%
PWM
523
PRW Wealth Management
Massachusetts
$14.3M +$115K +355 +0.8%
MWM
524
Modera Wealth Management
New Jersey
$14.3M +$34.6K +107 +0.2%
LWA
525
LWS Wealth Advisors
New Jersey
$14.2M +$14.2M +43,777 New