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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 %
HR
751
Howe & Rusling
New York
$6.68M +$96.3K +298 +1%
SDAM
752
Shulman DeMeo Asset Management
New York
$6.63M +$10.3K +32 +0.2%
SC
753
Steph & Co
Wisconsin
$6.57M +$6.57M +20,331 New
CCM
754
Canal Capital Management
Virginia
$6.53M +$1.84M +5,681 +39%
BWA
755
Beam Wealth Advisors
Louisiana
$6.51M +$6.51M +20,148 New
CWP
756
Capital Wealth Planning
Florida
$6.5M -$1.4M -4,336 -18%
JIR
757
James Investment Research
Ohio
$6.5M -$2.33M -7,218 -26%
ACM
758
AlphaStar Capital Management
North Carolina
$6.49M -$150K -464 -2%
PI
759
Parkside Investments
Illinois
$6.48M +$341K +1,056 +6%
CA
760
Cornerstone Advisors
North Carolina
$6.47M +$6.47M +20,000 New
LFG
761
LifePlan Financial Group
Ohio
$6.46M +$139K +429 +2%
CTC
762
Central Trust Company
Missouri
$6.42M +$229K +709 +4%
Arrowstreet Capital
763
Arrowstreet Capital
Massachusetts
$6.4M -$2.32M -7,172 -27%
FIM
764
Fernwood Investment Management
Massachusetts
$6.36M +$165K +511 +3%
Lido Advisors
765
Lido Advisors
California
$6.36M +$935K +2,894 +17%
FPCG
766
Fort Pitt Capital Group
Pennsylvania
$6.35M +$530K +1,640 +9%
BNP Paribas Financial Markets
767
BNP Paribas Financial Markets
France
$6.35M +$4.4M +13,624 +227%
FMBTD
768
First Midwest Bank Trust Division
Illinois
$6.34M -$532K -1,645 -8%
TI
769
Truepoint Inc
Ohio
$6.33M -$6.14K -19 -0.1%
TVAMP
770
Tennessee Valley Asset Management Partners
Tennessee
$6.3M +$291K +899 +5%
SAM
771
Silvercrest Asset Management
New York
$6.28M -$1.08M -3,348 -15%
WCF
772
West Coast Financial
California
$6.25M -$169K -524 -3%
LSAG
773
Lake Street Advisors Group
New Hampshire
$6.24M +$295K +914 +5%
IFWM
774
Institute for Wealth Management
Colorado
$6.22M -$71.4K -221 -1%
BOTW
775
Bank of the West
California
$6.2M +$856K +2,648 +16%