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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 %
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$13.3M +$1.01M +3,127 +8%
IC
552
IEQ Capital
California
$13.2M +$13.2M +40,953 New
MWM
553
Merriman Wealth Management
Washington
$13.2M -$1.08M -3,335 -8%
CA
554
Clearstead Advisors
Ohio
$13.1M -$134K -414 -1%
TL
555
TrueWealth LLC
Georgia
$13.1M +$278K +861 +2%
PCP
556
Proficio Capital Partners
Massachusetts
$12.9M -$55.3K -171 -0.4%
HR
557
Hardy Reed
Mississippi
$12.8M -$586K -1,812 -4%
PBO
558
Peoples Bank (Ohio)
Ohio
$12.8M +$12.6K +39 +0.1%
PVH
559
Psagot Value Holdings
Israel
$12.8M +$387K +1,197 +3%
WFPG
560
Waller Financial Planning Group
Ohio
$12.8M +$19.4K +60 +0.2%
KIG
561
Kessler Investment Group
Indiana
$12.7M +$369K +1,142 +3%
FFN
562
Focus Financial Network
Minnesota
$12.7M +$2.14M +6,624 +20%
BJL
563
Brighton Jones LLC
Washington
$12.6M -$113K -350 -0.9%
LA
564
Lynch & Associates
Indiana
$12.6M +$27.2K +84 +0.2%
MAM
565
Madison Asset Management
Wisconsin
$12.4M +$12.4M +38,309 New
EVM
566
Eaton Vance Management
Massachusetts
$12.3M +$11.3M +34,933 +1,123%
WA
567
Waverly Advisors
Alabama
$12.3M -$448K -1,334 -4%
IFAM
568
Institutional & Family Asset Management
Colorado
$12.2M +$8.73K +27 +0.1%
HF
569
Halpern Financial
Virginia
$12.2M +$12.2M +37,796 New
MSA
570
Marino Stram & Associates
Massachusetts
$12.2M -$700K -2,166 -5%
ECG
571
Edge Capital Group
Georgia
$12.2M +$2.92M +9,040 +32%
WP
572
WealthShield Partners
North Carolina
$12.1M +$712K +2,202 +6%
FFBTD
573
First Financial Bank - Trust Division
Ohio
$12.1M +$349K +1,081 +3%
PTC
574
Private Trust Company
Ohio
$12M +$115K +356 +1%
LFS
575
Lutz Financial Services
Nebraska
$12M -$1.04M -3,230 -8%