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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 %
CDIA
1101
Capital Directions Investment Advisors
Georgia
$2.1M +$59.8K +185 +3%
GJIC
1102
Gamble Jones Investment Counsel
California
$2.07M +$107K +330 +5%
Impax Asset Management Group
1103
Impax Asset Management Group
United Kingdom
$2.06M -$8.6M -26,598 -81%
ZF
1104
Zhang Financial
Michigan
$2.06M +$55.9K +173 +3%
HIMCH
1105
Hartford Investment Management Co (HIMCO)
Connecticut
$2.05M -$2.7M -8,353 -57%
JSL
1106
JT Stratford LLC
Georgia
$2.04M +$2.04M +5,248 New
Connor, Clark & Lunn Investment Management (CC&L)
1107
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.03M
NIC
1108
Northwest Investment Counselors
Oregon
$2.02M -$9.37K -29 -0.5%
AP
1109
Appleton Partners
Massachusetts
$2.02M
CMBA
1110
C.M. Bidwell & Associates
Hawaii
$2M +$2M +6,200 New
RG
1111
Rathbones Group
United Kingdom
$2M
PIM
1112
Provident Investment Management
Michigan
$2M -$164K -507 -8%
WAM
1113
Weatherly Asset Management
California
$1.99M -$49.8K -154 -2%
IDA
1114
Intelligence Driven Advisers
California
$1.99M +$573K +1,773 +40%
CPIA
1115
Cornell Pochily Investment Advisors
New York
$1.99M +$81.8K +253 +4%
NIM
1116
Northeast Investment Management
Massachusetts
$1.99M
CP
1117
Camelot Portfolios
Ohio
$1.99M +$832K +2,575 +72%
WCG
1118
Weaver Consulting Group
California
$1.98M -$2.39K -8 -0.1%
WI
1119
Wedgewood Investors
Pennsylvania
$1.97M -$3.23K -10 -0.2%
UR
1120
USCA RIA
Texas
$1.96M
CBT
1121
Central Bank & Trust
Kentucky
$1.95M -$74K -229 -4%
MCM
1122
McRae Capital Management
New Jersey
$1.95M +$31K +96 +2%
SIC
1123
Salem Investment Counselors
North Carolina
$1.94M -$3.56K -11 -0.2%
DP
1124
Denver PWM
Colorado
$1.94M -$206K -631 -10%
DPI
1125
Diversified Portfolios Inc
Michigan
$1.94M -$50.1K -155 -3%