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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 %
EA
626
Elm Advisors
California
$9.93M +$410K +1,267 +4%
WG
627
Welch Group
Alabama
$9.89M +$6.71M +20,773 +212%
GLA
628
Great Lakes Advisors
Illinois
$9.88M +$1.7M +5,260 +21%
FCBT
629
First Citizens Bank & Trust
North Carolina
$9.82M +$20K +62 +0.2%
CL
630
Choreo LLC
Illinois
$9.82M +$277K +856 +3%
SWA
631
SFMG Wealth Advisors
Texas
$9.81M +$101K +313 +1%
Cerity Partners
632
Cerity Partners
New York
$9.79M -$2.67M -8,272 -21%
CGA
633
Crescent Grove Advisors
Illinois
$9.77M +$492K +1,521 +5%
BWCS
634
Beirne Wealth Consulting Services
Connecticut
$9.73M +$3.39M +10,496 +54%
WWM
635
Western Wealth Management
Colorado
$9.67M -$398K -1,230 -4%
LA
636
LVW Advisors
New York
$9.66M +$26.5K +82 +0.3%
AA
637
Argent Advisors
Louisiana
$9.64M +$9.64M +29,589 New
CCP
638
Corient Capital Partners
California
$9.63M +$116K +360 +1%
NFG
639
NewFocus Financial Group
Washington
$9.62M +$450K +1,393 +5%
AW
640
ACG Wealth
Georgia
$9.6M -$2.4M -7,420 -20%
FFM
641
Fullerton Fund Management
Singapore
$9.59M +$2.55M +7,901 +36%
SLF
642
Sun Life Financial
Ontario, Canada
$9.57M
VF
643
Virtu Financial
New York
$9.56M +$9.56M +29,573 New
EWM
644
EPG Wealth Management
Georgia
$9.56M +$9.56M +29,563 New
PEA
645
Pacific Edge Advisors
California
$9.55M -$1.05M -3,250 -10%
CFC
646
Coyle Financial Counsel
Illinois
$9.53M -$37.2K -115 -0.4%
FMI
647
Fiduciary Management Inc
Wisconsin
$9.53M +$8.93M +27,633 +1,507%
PCM
648
Pennsylvania Capital Management
Pennsylvania
$9.5M +$9.5M +29,381 New
Calamos Advisors
649
Calamos Advisors
Illinois
$9.44M -$86K -266 -0.9%
BPC
650
Banque Pictet & Cie
Switzerland
$9.44M +$669K +2,071 +8%