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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 %
WS
926
Wedbush Securities
California
$3.72M +$190K +589 +5%
SFG
927
Summit Financial Group
West Virginia
$3.69M +$73K +226 +2%
CFG
928
Cooper Financial Group
California
$3.68M -$287K -887 -7%
HFRG
929
Houlihan Financial Resource Group
Virginia
$3.68M +$3.68M +11,383 New
HFA
930
High Falls Advisors
New York
$3.68M +$688K +2,127 +23%
WCM
931
Wealthcare Capital Management
Virginia
$3.66M -$101K -312 -3%
CWC
932
Carolinas Wealth Consulting
North Carolina
$3.65M +$3.65M +11,343 New
PFM
933
Parsec Financial Management
North Carolina
$3.64M +$1.12M +3,468 +44%
PGFC
934
Peapack-Gladstone Financial Corp
New Jersey
$3.63M -$21K -65 -0.6%
MWM
935
Mission Wealth Management
California
$3.62M -$365K -1,130 -9%
BIA
936
Bigelow Investment Advisors
Maine
$3.58M +$34.6K +107 +1%
MSAM
937
Moloney Securities Asset Management
Missouri
$3.56M +$175K +540 +5%
RBC
938
Roble Belko & Company
Pennsylvania
$3.55M -$293K -907 -8%
RMAM
939
Raab & Moskowitz Asset Management
New Jersey
$3.55M +$12K +37 +0.3%
MWM
940
Mattern Wealth Management
Kansas
$3.55M +$3.55M +10,973 New
GLLW
941
Graves Light Lenhart Wealth
Virginia
$3.54M +$131K +404 +4%
NWA
942
New World Advisors
Massachusetts
$3.54M +$485K +1,499 +16%
UTC
943
Unified Trust Company
Kentucky
$3.54M -$5.5K -17 -0.2%
FB
944
Fulton Bank
Pennsylvania
$3.52M +$30.1K +93 +0.9%
BFA
945
Beacon Financial Advisory
Ohio
$3.5M +$3.5M +10,839 New
PCS
946
Personal CFO Solutions
New Jersey
$3.48M +$366K +1,132 +12%
BBPWM
947
Blue Bell Private Wealth Management
Pennsylvania
$3.47M +$236K +731 +7%
EP
948
Edgestream Partners
New Jersey
$3.46M +$967K +2,991 +39%
SWM
949
Southern Wealth Management
Texas
$3.43M +$3.43M +10,609 New
RWA
950
River Wealth Advisors
Pennsylvania
$3.42M +$353K +1,091 +11%