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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 %
UCMOK
676
United Capital Management of KS
Kansas
$8.55M -$22.3K -69 -0.3%
MNBTD
677
Moody National Bank Trust Division
Texas
$8.55M
BL
678
BFSG LLC
California
$8.53M +$851K +2,633 +11%
ARG
679
Advisory Resource Group
Oklahoma
$8.45M -$11.9M -36,714 -58%
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.43M -$19.4K -60 -0.2%
TWA
681
TCI Wealth Advisors
Arizona
$8.34M -$1.5M -4,625 -15%
RIM
682
Rakuten Investment Management
Japan
$8.24M +$8.24M +25,416 New
IIC
683
Integrated Investment Consultants
Michigan
$8.21M +$386K +1,195 +5%
KIA
684
KCM Investment Advisors
California
$8.17M -$1.11M -3,426 -12%
WB
685
WesBanco Bank
West Virginia
$8.15M +$581K +1,798 +8%
MSA
686
Mason Street Advisors
Wisconsin
$8.11M -$16.7M -51,800 -67%
SFG
687
StrategIQ Financial Group
Indiana
$8.1M +$217K +671 +3%
MFS
688
Monetta Financial Services
Illinois
$8.08M -$11.3M -35,000 -58%
FWM
689
Frontier Wealth Management
Missouri
$8.07M -$421K -1,302 -5%
FA
690
FCG Advisors
New Jersey
$8.07M +$583K +1,803 +8%
CCFM
691
Clear Creek Financial Management
Washington
$8.06M +$3.05M +9,259 +61%
CC
692
Cedar Capital
Illinois
$8M +$7.75M +23,982 +3,156%
CSM
693
CAMG Solamere Management
North Carolina
$7.99M +$608K +1,883 +8%
AF
694
Allworth Financial
California
$7.95M +$2.09M +6,470 +36%
CA
695
Calton & Associates
Florida
$7.94M +$414K +1,282 +6%
Two Sigma Investments
696
Two Sigma Investments
New York
$7.91M -$90.3M -279,240 -92%
FHC
697
First Heartland Consultants
Missouri
$7.89M -$5.1M -15,789 -39%
FCI
698
Financial Counselors Inc
Kansas
$7.88M +$671K +2,077 +9%
RHBC
699
R.H. Bluestein & Co
Michigan
$7.87M +$1.8M +5,582 +30%
SFG
700
Sunburst Financial Group
Alabama
$7.86M +$7.86M +24,305 New