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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 %
IC
1076
InterOcean Capital
Illinois
$2.25M +$83.7K +259 +4%
SCA
1077
Sage Capital Advisors
South Dakota
$2.23M +$5.17K +16 +0.2%
SWA
1078
Stratos Wealth Advisors
Ohio
$2.22M +$1.1M +3,405 +98%
22CM
1079
20/20 Capital Management
California
$2.22M +$2.22M +6,613 New
PAMU
1080
Pictet Asset Management (UK)
United Kingdom
$2.22M +$2.22M +6,860 New
CAM
1081
Congress Asset Management
Massachusetts
$2.22M +$1,000K +3,094 +82%
IA
1082
IFG Advisory
Georgia
$2.21M +$160K +494 +8%
PM
1083
Pembroke Management
Quebec, Canada
$2.21M +$526K +1,628 +31%
ICM
1084
Islay Capital Management
Texas
$2.2M +$2.2M +6,815 New
CT
1085
Columbia Trust
Oregon
$2.2M +$2.2M +6,814 New
SCG
1086
Sonata Capital Group
Washington
$2.2M -$12.9K -40 -0.6%
ATWA
1087
Arbor Trust Wealth Advisors
Michigan
$2.19M +$2.19M +6,782 New
PWM
1088
Paulson Wealth Management
Illinois
$2.19M -$547K -1,639 -20%
GP
1089
Girard Partners
Pennsylvania
$2.19M +$1.19M +3,672 +118%
PG
1090
Patten Group
Tennessee
$2.17M
NEPWA
1091
New England Private Wealth Advisors
Massachusetts
$2.17M +$428K +1,322 +25%
CWM
1092
Concentric Wealth Management
California
$2.16M -$125K -388 -5%
AF
1093
Affiance Financial
Minnesota
$2.16M -$249K -771 -10%
BBNA
1094
Bremer Bank National Association
Minnesota
$2.16M -$15.2K -47 -0.7%
FHA
1095
Flagship Harbor Advisors
Massachusetts
$2.15M +$42K +130 +2%
AIA
1096
Arcadia Investment Advisors
Idaho
$2.14M -$5.5K -17 -0.3%
ZIC
1097
ZWJ Investment Counsel
Georgia
$2.14M +$993K +3,073 +87%
AA
1098
Aufman Associates
Pennsylvania
$2.14M +$2.14M +6,607 New
MC
1099
Miles Capital
Iowa
$2.11M +$13.9K +43 +0.7%
BP
1100
BBR Partners
New York
$2.11M +$189K +584 +10%