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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 %
PWA
776
Peterson Wealth Advisors
Utah
$6.2M -$205K -633 -3%
HT
777
Heritage Trust
Oklahoma
$6.18M -$118K -364 -2%
GCM
778
Gibraltar Capital Management
Oklahoma
$6.17M -$126K -389 -2%
BWP
779
Baldwin Wealth Partners
Massachusetts
$6.17M +$383K +1,185 +7%
PMFA
780
Plante Moran Financial Advisors
Michigan
$6.16M -$7.18M -22,205 -54%
EW
781
Element Wealth
Mississippi
$6.15M +$6.15M +19,036 New
ACM
782
Armbruster Capital Management
New York
$6.14M
CMO
783
Covenant Multifamily Offices
Texas
$6.11M +$1.57M +4,855 +35%
TCM
784
Telos Capital Management
California
$6.09M -$27.8K -86 -0.5%
GW
785
GW & Wade
Massachusetts
$6.07M -$11K -34 -0.2%
WCM
786
WealthBridge Capital Management
Ohio
$6.03M +$774K +2,394 +15%
Jones Financial Companies
787
Jones Financial Companies
Missouri
$6.02M -$1.48M -4,568 -20%
TC
788
Trilogy Capital
California
$5.96M -$493K -1,522 -8%
GWMIA
789
Global Wealth Management Investment Advisory
Florida
$5.86M +$265K +821 +5%
BWA
790
BlueSky Wealth Advisors
North Carolina
$5.83M -$96.8K -295 -2%
WA
791
Winfield Associates
Ohio
$5.81M +$963K +2,978 +20%
MCM
792
Makena Capital Management
California
$5.81M +$5.81M +17,962 New
MC
793
Middleton & Co
Massachusetts
$5.75M -$234K -723 -4%
TW
794
Transform Wealth
Colorado
$5.74M +$846K +2,617 +17%
AWM
795
Avior Wealth Management
Nebraska
$5.72M +$808K +2,499 +16%
BAS
796
Brown Advisory Securities
Maryland
$5.72M +$754K +2,332 +15%
PAM
797
Peak Asset Management
Colorado
$5.69M +$145K +449 +3%
NCM
798
Novare Capital Management
North Carolina
$5.66M +$357K +1,106 +7%
American Century Companies
799
American Century Companies
Missouri
$5.66M +$1.39M +4,300 +33%
LAS
800
Lloyd Advisory Services
Georgia
$5.62M +$5.62M +17,389 New