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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 %
AWM
526
Argent Wealth Management
Massachusetts
$14.1M +$14.1M +43,679 New
HPC
527
Hobart Private Capital
North Carolina
$14.1M +$17.1K +53 +0.1%
BFM
528
Broadview Financial Management
Wisconsin
$14M -$484K -1,498 -3%
AB
529
Amalgamated Bank
New York
$14M +$199K +615 +1%
PA
530
PSI Advisors
Florida
$14M +$14M +43,334 New
GCA
531
Gradient Capital Advisors
California
$14M +$38.1K +118 +0.3%
RWMH
532
Riverpoint Wealth Management Holdings
Illinois
$14M -$210K -649 -1%
LF
533
Lantz Financial
Illinois
$14M +$40.7K +126 +0.3%
FCFS
534
First Command Financial Services
Texas
$13.9M +$1.88M +5,805 +16%
FCB
535
First Command Bank
Texas
$13.9M +$1.88M +5,805 +16%
EWM
536
Evermay Wealth Management
Virginia
$13.9M -$62.4K -193 -0.4%
BWA
537
BDO Wealth Advisors
Florida
$13.7M +$3.54M +10,948 +35%
AGA
538
Accuvest Global Advisors
Utah
$13.6M +$12.6M +38,996 +1,236%
WWM
539
Willingdon Wealth Management
North Carolina
$13.6M -$526K -1,628 -4%
NB
540
Northwest Bancshares
Pennsylvania
$13.6M -$2.7M -8,338 -17%
PFA
541
Pinnacle Family Advisors
Missouri
$13.5M -$2.03M -6,271 -13%
MSWM
542
Mader & Shannon Wealth Management
Missouri
$13.5M +$219K +676 +2%
MMA
543
Miracle Mile Advisors
California
$13.5M +$15.8K +49 +0.1%
CAM
544
Concorde Asset Management
Michigan
$13.5M +$600K +1,858 +5%
DZ Bank
545
DZ Bank
Germany
$13.4M +$960K +2,969 +8%
KCM
546
Kanawha Capital Management
Virginia
$13.4M +$121K +373 +0.9%
SIM
547
Stratos Investment Management
Ohio
$13.4M +$2.12M +6,553 +19%
QCG
548
Quadrant Capital Group
Ohio
$13.4M +$9.5M +29,568 +244%
NCM
549
Next Capital Management
New York
$13.4M +$3.18M +9,851 +31%
WAAG
550
Wealth Alliance Advisory Group
Kansas
$13.3M -$28.1K -87 -0.2%