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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 %
TCOV
1026
Trust Company of Vermont
Vermont
$2.58M +$22.3K +69 +0.9%
FPTW
1027
Franklin, Parlapiano, Turner & Welch
Texas
$2.57M
PL
1028
Plancorp LLC
Missouri
$2.56M +$114K +353 +5%
GSWM
1029
Golden State Wealth Management
California
$2.55M -$11.8M -36,474 -82%
TIM
1030
Total Investment Management
Arizona
$2.55M +$233K +721 +10%
SDWMA
1031
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.55M +$4.53K +14 +0.2%
AIM
1032
Aspen Investment Management
Michigan
$2.53M +$243K +751 +11%
ECM
1033
Exchange Capital Management
Michigan
$2.53M -$237K -732 -9%
FFW
1034
Fusion Family Wealth
New York
$2.53M +$42K +130 +2%
AWM
1035
Adams Wealth Management
Utah
$2.52M +$2.52M +7,809 New
SIS
1036
Sound Income Strategies
Florida
$2.52M -$32.7K -101 -1%
MCWA
1037
Meadow Creek Wealth Advisors
Georgia
$2.51M +$2.51M +7,777 New
PWP
1038
Private Wealth Partners
California
$2.51M -$218K -675 -8%
BFP
1039
Briaud Financial Planning
Texas
$2.51M +$2.51M +7,755 New
NEGWA
1040
New England Guild Wealth Advisors
Connecticut
$2.48M -$175K -540 -7%
HB
1041
Horizon Bancorp
Indiana
$2.48M +$2.48M +7,660 New
Betterment LLC
1042
Betterment LLC
New York
$2.47M -$739K -2,285 -23%
HBWM
1043
Hollow Brook Wealth Management
New York
$2.47M
CA
1044
Capital Advantage
California
$2.44M -$90.8K -275 -4%
CMP
1045
Courage Miller Partners
Virginia
$2.44M +$5.5K +17 +0.2%
AIC
1046
Ameritas Investment Company
Nebraska
$2.44M +$557K +1,723 +30%
SMG
1047
Smart Money Group
Texas
$2.43M +$25.5K +79 +1%
CFS
1048
CRA Financial Services
New Jersey
$2.43M +$102K +314 +4%
OFS
1049
Oldfather Financial Services
Nebraska
$2.42M +$2.42M +7,373 New
RFA
1050
Radnor Financial Advisors
Pennsylvania
$2.41M +$2.41M +7,452 New