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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 %
AssetMark Inc
951
AssetMark Inc
California
$3.42M -$78.5M -242,913 -96%
KPW
952
Kore Private Wealth
New York
$3.41M
BCA
953
Bray Capital Advisors
Florida
$3.4M +$268K +829 +9%
1NWS
954
1 North Wealth Services
Maryland
$3.39M +$52.4K +162 +2%
DI
955
DAGCO Inc
Ohio
$3.38M +$297K +918 +10%
MHS
956
M Holdings Securities
Oregon
$3.38M +$3.38M +10,442 New
DAS
957
Dynamic Advisor Solutions
Arizona
$3.35M +$1.51M +4,687 +83%
CA
958
Commerzbank Aktiengesellschaft
Germany
$3.35M
EF
959
Empirical Finance
Pennsylvania
$3.34M -$4.2M -12,979 -56%
Retirement Systems of Alabama
960
Retirement Systems of Alabama
Alabama
$3.34M
AAM
961
Autus Asset Management
Arizona
$3.34M +$117K +363 +4%
VC
962
Veracity Capital
Georgia
$3.32M +$3.32M +10,273 New
CCA
963
Cobblestone Capital Advisors
New York
$3.28M -$138K -426 -4%
EFS
964
Essex Financial Services
Connecticut
$3.26M +$564K +1,746 +21%
CS
965
Capital Square
Tennessee
$3.25M +$3.25M +10,059 New
KC
966
Kingfisher Capital
North Carolina
$3.25M -$80.5K -249 -2%
CAS
967
Cascadia Advisory Services
Oregon
$3.25M +$3.25M +10,038 New
W
968
Wealthquest
Ohio
$3.24M -$93.4K -289 -3%
GVAG
969
Great Valley Advisor Group
Delaware
$3.24M +$191K +590 +6%
ACG
970
Allen Capital Group
Nebraska
$3.23M +$11K +34 +0.3%
GKWIM
971
Gerber Kawasaki Wealth & Investment Management
California
$3.23M +$242K +749 +8%
BMM
972
Buffington Mohr McNeal
Idaho
$3.22M +$364K +1,126 +13%
CWM
973
Cabot Wealth Management
Massachusetts
$3.18M -$21K -65 -0.7%
BFM
974
Boston Financial Management
Massachusetts
$3.18M +$802K +2,482 +34%
NSIM
975
North Star Investment Management
Illinois
$3.16M +$15.5K +48 +0.5%