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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 %
MWPCG
801
Measured Wealth Private Client Group
New Hampshire
$5.51M -$622K -1,925 -10%
F
802
F3Logic
Minnesota
$5.5M +$377K +1,169 +7%
AWE
803
Avidian Wealth Enterprises
Texas
$5.48M +$1.69M +5,223 +45%
HIM
804
Hanlon Investment Management
New Jersey
$5.48M +$2.64M +8,182 +93%
PWAP
805
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.42M +$78.5K +239 +1%
WP
806
WealthSource Partners
California
$5.41M +$1.29M +3,992 +31%
DL
807
DOHJ LLC
Washington
$5.41M +$5.41M +16,738 New
CRC
808
Curi RMB Capital
Illinois
$5.37M +$29.7K +92 +0.6%
PCA
809
Personal Capital Advisors
California
$5.37M +$2.55M +7,892 +91%
PO
810
Private Ocean
California
$5.36M -$141K -437 -3%
WAP
811
Wealthcare Advisory Partners
Pennsylvania
$5.32M -$1.11M -3,424 -17%
SWPG
812
Strategic Wealth Partners Group
Illinois
$5.32M +$1.53M +4,726 +40%
SB
813
Simmons Bank
Arkansas
$5.29M -$38.8K -120 -0.7%
MWC
814
MBM Wealth Consultants
Missouri
$5.28M -$317K -982 -6%
WFMPM
815
Woodley Farra Manion Portfolio Management
Indiana
$5.28M +$5.28M +16,345 New
SEI Investments
816
SEI Investments
Pennsylvania
$5.28M -$5.2M -16,076 -50%
FPCP
817
Fort Point Capital Partners
California
$5.27M -$137K -424 -3%
FFS
818
Founders Financial Securities
Maryland
$5.24M +$469K +1,451 +10%
BWM
819
BerganKDV Wealth Management
Minnesota
$5.21M +$27.2K +84 +0.5%
C
820
Clearshares
New York
$5.21M
NC
821
NovaPoint Capital
Georgia
$5.16M +$5.16M +15,975 New
MCM
822
Mitchell Capital Management
Kansas
$5.14M +$543K +1,679 +12%
HI
823
Horizon Investments
North Carolina
$5.14M -$95M -293,749 -95%
DC
824
Davenport & Co
Virginia
$5.11M +$122K +378 +2%
CC
825
Chicago Capital
Illinois
$5.1M