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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 %
WR
876
Watson Rebecca
$4.38M +$4.38M +13,545 New
CA
877
CXI Advisors
Indiana
$4.36M +$4.36M +13,501 New
LWP
878
Legacy Wealth Partners
California
$4.36M +$4.36M +13,031 New
P3I
879
Progeny 3 Inc
Washington
$4.35M -$592K -1,833 -12%
SMFS
880
Squar Milner Financial Services
California
$4.3M -$896K -2,771 -17%
BAM
881
Baldrige Asset Management
Pennsylvania
$4.29M -$311K -961 -7%
HT
882
HighTower Trust
Texas
$4.29M -$9.05K -28 -0.2%
PAM
883
PVG Asset Management
Colorado
$4.28M -$202K -626 -5%
NFG
884
Nations Financial Group
Iowa
$4.27M +$53.7K +166 +1%
HPWM
885
Highland Private Wealth Management
Washington
$4.27M +$1.97M +6,091 +86%
TC
886
Trust Company
Kansas
$4.26M
BFG
887
Barber Financial Group
Kansas
$4.25M -$23.6K -73 -0.6%
JWA
888
JFS Wealth Advisors
Pennsylvania
$4.23M +$69.5K +215 +2%
MWM
889
Madison Wealth Management
Ohio
$4.22M +$4.22M +13,061 New
GBT
890
Grove Bank & Trust
Florida
$4.2M -$792K -2,449 -16%
FCT
891
Family Capital Trust
Massachusetts
$4.2M -$39.1K -121 -0.9%
WPW
892
Waldron Private Wealth
Pennsylvania
$4.18M +$31K +96 +0.7%
SWMG
893
Strategic Wealth Management Group
Maryland
$4.16M +$2.66M +8,225 +177%
XF
894
XML Financial
Maryland
$4.15M +$4.15M +12,849 New
TFCP
895
Twin Focus Capital Partners
Massachusetts
$4.13M -$66.9K -207 -2%
SI
896
Stephens Inc
Arkansas
$4.1M -$1.03M -3,189 -20%
PCG
897
Private Capital Group
Connecticut
$4.1M -$3.23M -9,979 -44%
SGK
898
Steigerwald Gordon & Koch
Virginia
$4.1M -$196K -605 -5%
PPWM
899
PFG Private Wealth Management
Florida
$4.09M +$4.09M +12,659 New
BCWM
900
Bartlett & Co Wealth Management
Ohio
$4.05M +$7.44K +23 +0.2%