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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 %
KA
701
Kovack Advisors
Florida
$7.85M -$109K -337 -1%
BA
702
Ballew Advisors
Mississippi
$7.81M +$1.18M +3,601 +18%
PJSIMP
703
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.76M -$139K -430 -2%
VCM
704
Vivaldi Capital Management
Illinois
$7.71M -$102K -317 -1%
TWP
705
TFO Wealth Partners
Ohio
$7.65M +$7.65M +23,663 New
WWM
706
Windsor Wealth Management
Indiana
$7.65M +$385K +1,192 +5%
VHAM
707
Van Hulzen Asset Management
California
$7.65M +$2.5M +7,733 +49%
PNC
708
Park National Corp
Ohio
$7.62M +$128K +395 +2%
DW
709
Domani Wealth
Pennsylvania
$7.58M -$39.8K -123 -0.5%
LNB
710
Ledyard National Bank
$7.57M +$700K +2,166 +10%
FC
711
Fusion Capital
South Carolina
$7.56M +$7.56M +23,401 New
PIMG
712
Patriot Investment Management Group
Tennessee
$7.46M -$376K -1,163 -5%
PWM
713
Perigon Wealth Management
California
$7.42M +$608K +1,869 +9%
MCM
714
Maxim Capital Management
California
$7.4M +$254K +1,011 +4%
CIP
715
Capital Insight Partners
Arizona
$7.35M +$7.35M +22,727 New
GRP
716
Global Retirement Partners
California
$7.32M +$223K +689 +3%
VCP
717
Verus Capital Partners
Arizona
$7.27M +$7.27M +22,492 New
RA
718
Rational Advisors
New York
$7.18M +$6.68M +20,655 +1,321%
LIM
719
Leavell Investment Management
Alabama
$7.18M -$145K -450 -2%
DT
720
Diversified Trust
Tennessee
$7.14M -$3.35M -10,350 -32%
Koshinski Asset Management
721
Koshinski Asset Management
Illinois
$7.14M +$4.37M +13,540 +157%
BHWM
722
Bay Harbor Wealth Management
Maryland
$7.14M +$1.51M +4,672 +27%
WJWM
723
Williams Jones Wealth Management
New York
$7.14M +$10.7K +33 +0.1%
BRM
724
Boston Research & Management
Massachusetts
$7.12M -$162K -502 -2%
IC
725
Intersect Capital
California
$7.1M -$94.7K -293 -1%