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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 %
CFO
576
CVA Family Office
Colorado
$11.9M +$11.9M +36,942 New
NP
577
NorthRock Partners
Minnesota
$11.9M -$17.6M -54,581 -60%
IDBONY
578
Israel Discount Bank of New York
New York
$11.9M +$198K +614 +2%
KFA
579
Kelleher Financial Advisors
New York
$11.9M +$517K +1,601 +5%
BPA
580
Beacon Pointe Advisors
California
$11.9M +$1.2M +3,713 +11%
NL
581
NWAM LLC
Washington
$11.9M +$911K +2,819 +8%
AIM
582
Acropolis Investment Management
Missouri
$11.8M -$395K -1,223 -3%
PI
583
PineBridge Investments
New York
$11.7M -$1.07M -3,300 -8%
MYIA
584
Mount Yale Investment Advisors
Colorado
$11.7M +$891K +2,756 +8%
FA
585
Fiducient Advisors
Illinois
$11.7M -$253K -784 -2%
ATC
586
Argent Trust Co
Tennessee
$11.6M +$1.89M +5,852 +20%
CL
587
CPWM LLC
Washington
$11.5M -$17.5K -54 -0.2%
DIM
588
Delta Investment Management
California
$11.4M +$2.95M +9,127 +35%
BHIA
589
Birch Hill Investment Advisors
Massachusetts
$11.3M +$1.04M +3,209 +10%
FA
590
Forefront Analytics
Pennsylvania
$11.3M +$1.2M +3,697 +12%
Barclays
591
Barclays
United Kingdom
$11.2M
DWT
592
Dorsey & Whitney Trust
South Dakota
$11.2M -$45.3K -140 -0.4%
CONA
593
Capital One National Association
New York
$11.2M +$11.2M +34,559 New
TF
594
Trek Financial
Arizona
$11.1M -$1.03M -3,185 -8%
SBSB
595
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.1M -$331K -1,025 -3%
CTB
596
Country Trust Bank
Illinois
$11M +$531K +1,643 +5%
HB
597
Homrich & Berg
Georgia
$11M +$1.57M +4,872 +17%
AAS
598
Annex Advisory Services
Wisconsin
$11M -$556K -1,720 -5%
WQ
599
Wealth Quarterback
New Jersey
$11M +$11M +33,885 New
RCA
600
Resonant Capital Advisors
Wisconsin
$10.9M +$10.9M +33,817 New