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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 %
BFWA
1001
Benchmark Financial Wealth Advisors
Florida
$2.87M +$493K +1,527 +21%
C
1002
Certuity
Florida
$2.85M +$2.85M +8,805 New
KCM
1003
Kornitzer Capital Management
Kansas
$2.84M +$2.21M +6,852 +356%
SF
1004
Synovus Financial
Georgia
$2.84M +$238K +737 +9%
EAM
1005
Evanson Asset Management
California
$2.8M -$5.17K -16 -0.2%
CFA
1006
Cahill Financial Advisors
Minnesota
$2.79M +$345K +1,068 +14%
KFGK
1007
Keystone Financial Group (Kentucky)
Kentucky
$2.79M +$1.29M +3,979 +86%
DWM
1008
Dakota Wealth Management
Florida
$2.78M +$34.9K +108 +1%
ACI
1009
Alpha Cubed Investments
California
$2.77M -$128K -395 -4%
SCI
1010
Stableford Capital II
Arizona
$2.77M +$607K +1,879 +28%
JIC
1011
Joel Isaacson & Co
New York
$2.73M -$140K -433 -5%
BG
1012
Berry Group
Massachusetts
$2.71M +$2.71M +8,381 New
LCM
1013
Liberty Capital Management
Michigan
$2.71M +$419K +1,295 +18%
RVPG
1014
Relative Value Partners Group
$2.68M +$195K +604 +8%
Zurich Cantonal Bank
1015
Zurich Cantonal Bank
Switzerland
$2.67M -$855K -2,650 -24%
RG
1016
Rikoon Group
New Mexico
$2.66M +$970 +3 +0%
BCA
1017
Bay Colony Advisors
Massachusetts
$2.65M +$87.5K +263 +3%
AIP
1018
Ahrens Investment Partners
Louisiana
$2.64M +$15.8K +49 +0.6%
SFG
1019
SNS Financial Group
Minnesota
$2.6M -$16.2K -50 -0.6%
CCM
1020
Cohen Capital Management
California
$2.6M +$10K +31 +0.4%
ZB
1021
Zions Bancorporation
Utah
$2.6M -$5.17K -16 -0.2%
WCWM
1022
Wooster Corthell Wealth Management
Connecticut
$2.6M -$37.2K -115 -1%
SWM
1023
Sugarloaf Wealth Management
Georgia
$2.59M +$2.59M +8,012 New
FIB
1024
First Interstate Bank
Montana
$2.59M -$3.56K -11 -0.1%
QA
1025
Quantitative Advantage
Minnesota
$2.58M +$347K +1,075 +16%