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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 %
LA
976
Lau Associates
Delaware
$3.16M +$488K +1,510 +18%
BCV
977
Banque Cantonale Vaudoise
Switzerland
$3.16M +$3.16M +9,761 New
T
978
TrueFG
Texas
$3.15M +$3.15M +9,742 New
CFW
979
CA Family Wealth
California
$3.15M +$3.15M +9,733 New
WPC
980
Waters Parkerson & Co
Louisiana
$3.14M +$22.6K +70 +0.7%
FG
981
Fiduciary Group
Georgia
$3.12M -$55.6K -172 -2%
CFD
982
Creative Financial Designs
Indiana
$3.12M -$2.44M -7,471 -44%
DY
983
Dowling & Yahnke
California
$3.11M -$177K -547 -5%
AA
984
Advisory Alpha
Michigan
$3.11M +$167K +510 +6%
TC
985
TownSquare Capital
Utah
$3.09M -$436K -1,349 -12%
CG
986
Cynosure Group
Utah
$3.08M -$20.7K -64 -0.7%
EP
987
Eudaimonia Partners
Tennessee
$3.08M +$3.08M +9,532 New
DI
988
Disciplined Investments
Oklahoma
$3.07M +$3.07M +9,491 New
JGIA
989
Jackson Grant Investment Advisers
Connecticut
$3.06M -$273K -844 -8%
BO
990
BRR OpCo
Ohio
$3.05M -$398K -1,231 -12%
RDWM
991
Red Door Wealth Management
Tennessee
$3.03M +$3.03M +9,227 New
STB
992
S&T Bank
Pennsylvania
$3.03M -$129K -400 -4%
QCM
993
Quest Capital Management
Texas
$3.02M +$8.73K +27 +0.3%
FWP
994
FAS Wealth Partners
Kansas
$3M +$155K +478 +5%
EWM
995
Endurance Wealth Management
Rhode Island
$2.94M +$52.4K +162 +2%
OCM
996
One Capital Management
California
$2.94M -$118K -365 -4%
SWM
997
SVA Wealth Management
Wisconsin
$2.92M -$55.6K -172 -2%
AAM
998
Aureus Asset Management
Massachusetts
$2.92M -$32.3K -100 -1%
VLC
999
Van Leeuwen & Company
New Jersey
$2.89M -$619K -1,914 -18%
ES
1000
Equitec Specialists
Illinois
$2.88M +$2.88M +8,904 New