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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 %
1IA
601
1834 Investment Advisors
Wisconsin
$10.9M +$515K +1,592 +5%
FC
602
Fulcrum Capital
Washington
$10.9M -$1.08M -3,336 -9%
RWG
603
Regal Wealth Group
California
$10.8M -$345K -1,067 -3%
ACP
604
Aveo Capital Partners
Colorado
$10.8M -$37.2K -115 -0.3%
EFSCE
605
Enterprise Financial Services Corp (EFSC)
Missouri
$10.8M +$180K +556 +2%
SIA
606
Soltis Investment Advisors
Utah
$10.8M +$10.8M +33,343 New
BPCE
607
Bank Pictet & Cie (Europe)
Germany
$10.6M
OIA
608
OneDigital Investment Advisors
Kansas
$10.6M +$378K +1,171 +4%
LDFR
609
Lehman & Derafelo Financial Resources
Pennsylvania
$10.5M
Millennium Management
610
Millennium Management
New York
$10.5M +$2.75M +8,495 +35%
PFP
611
Pinnacle Financial Partners
Tennessee
$10.5M +$693K +2,144 +7%
ST
612
Sageworth Trust
Pennsylvania
$10.5M -$47.8K -148 -0.5%
JFA
613
JNBA Financial Advisors
Minnesota
$10.5M -$1.87M -5,781 -15%
GIA
614
Gladstone Institutional Advisory
Florida
$10.5M +$42.3K +131 +0.4%
CAC
615
Certified Advisory Corp
Florida
$10.4M +$252K +779 +2%
TFF
616
The Family Firm
Maryland
$10.4M +$55.3K +171 +0.5%
CHA
617
Cooper/Haims Advisors
New York
$10.3M -$480K -1,484 -4%
BA
618
Bristlecone Advisors
Washington
$10.3M +$5.42M +16,778 +111%
PGWM
619
Parisi Gray Wealth Management
New Jersey
$10.2M +$524K +1,622 +5%
AIA
620
Avalon Investment & Advisory
Texas
$10.2M +$344K +1,064 +3%
CPIG
621
Chicago Partners Investment Group
Illinois
$10.2M +$5.38M +16,178 +112%
GAM
622
Gould Asset Management
California
$10.2M +$179K +555 +2%
SC
623
Scotia Capital
Ontario, Canada
$10.2M -$538K -1,663 -5%
JFG
624
JMG Financial Group
Illinois
$10M +$228K +704 +2%
PWP
625
Personal Wealth Partners
Minnesota
$9.97M -$938K -2,902 -9%