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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 %
DBT
1176
Dubuque Bank & Trust
Iowa
$1.66M -$529K -1,638 -24%
WPC
1177
White Pine Capital
Minnesota
$1.65M -$40.1K -124 -2%
KOMWMG
1178
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.65M +$1.65M +5,115 New
MCG
1179
MACRO Consulting Group
New Jersey
$1.65M -$183K -566 -10%
BOM
1180
Bank of Marin
California
$1.64M +$1.64M +5,085 New
EWMCB
1181
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.63M +$160K +496 +11%
MS
1182
Marshall & Sullivan
Washington
$1.62M
MG
1183
Mather Group
Illinois
$1.61M +$1.13M +3,498 +237%
Fisher Asset Management
1184
Fisher Asset Management
Washington
$1.61M +$781K +2,416 +95%
WF
1185
Welch & Forbes
Massachusetts
$1.6M +$244K +753 +18%
CCM
1186
Chilton Capital Management
Texas
$1.6M +$88.6K +274 +6%
QAM
1187
QCI Asset Management
New York
$1.59M -$32.6K -101 -2%
OCG
1188
Opus Capital Group
Ohio
$1.59M +$2.26K +7 +0.1%
RBFC
1189
Roman Butler Fullerton & Co
Missouri
$1.58M -$231K -714 -13%
AB
1190
Atlas Brown
Kentucky
$1.58M -$42K -130 -3%
WCWM
1191
Willow Creek Wealth Management
California
$1.57M -$12.3K -38 -0.8%
SRC
1192
Sage Rhino Capital
California
$1.57M -$53.3K -163 -3%
CAG
1193
Csenge Advisory Group
Florida
$1.56M -$2.64M -8,171 -63%
HWM
1194
Howard Wealth Management
Connecticut
$1.56M +$1.56M +4,831 New
VVP
1195
Venture Visionary Partners
Ohio
$1.56M +$1.56M +4,824 New
SAM
1196
Strategy Asset Managers
California
$1.56M +$1.56M +4,819 New
ADL
1197
Asset Dedication LLC
California
$1.56M +$15.5K +48 +1%
VCM
1198
Violich Capital Management
California
$1.56M +$58.2K +180 +4%
BDF
1199
Black Diamond Financial
Maryland
$1.55M
CAM
1200
Carret Asset Management
New York
$1.54M +$29.1K +90 +2%