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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 %
SWM
1201
Segment Wealth Management
Texas
$1.54M +$330K +1,022 +27%
GC
1202
Grace Capital
Massachusetts
$1.53M -$2.11M -6,530 -58%
AC
1203
Alexandria Capital
Virginia
$1.53M +$13.9K +43 +0.9%
MMHP
1204
Murphy Middleton Hinkle & Parker
Georgia
$1.53M -$9.7K -30 -0.6%
BI
1205
Bredin Investment
Delaware
$1.53M +$1.28M +3,956 +517%
BOPW
1206
Brandywine Oak Private Wealth
Pennsylvania
$1.52M +$90.5K +280 +6%
RC
1207
Rinet Company
Massachusetts
$1.51M -$4.2K -13 -0.3%
SNT
1208
Security National Trust
West Virginia
$1.51M +$116K +359 +8%
VR
1209
Viridian RIA
Washington
$1.51M -$109K -337 -7%
AIM
1210
Alhambra Investment Management
Florida
$1.51M +$1.51M +4,660 New
TWM
1211
Tolleson Wealth Management
Texas
$1.51M
CT
1212
Clearstead Trust
Maine
$1.51M +$310K +960 +26%
MPCG
1213
Matrix Private Capital Group
New York
$1.5M +$1.5M +4,647 New
PP
1214
Pacifica Partners
Canada
$1.5M +$1.5M +4,629 New
KWA
1215
KCS Wealth Advisory
California
$1.49M +$126K +390 +9%
FTC
1216
Farmers Trust Company
Ohio
$1.49M -$145K -450 -9%
EIP
1217
Ellis Investment Partners
Pennsylvania
$1.48M -$71.1K -218 -5%
MOS
1218
MGO One Seven
Ohio
$1.47M -$62K -192 -4%
TC
1219
Telemus Capital
Michigan
$1.47M -$8.73K -27 -0.6%
PB
1220
Pinnacle Bancorp
Nebraska
$1.46M +$219K +679 +18%
M
1221
MOTCO
Texas
$1.46M +$46.2K +143 +3%
CT
1222
Cambridge Trust
Massachusetts
$1.45M -$88.9K -275 -6%
HL
1223
HeadInvest LLC
Maine
$1.45M -$84.3K -261 -5%
BAM
1224
Belpointe Asset Management
Nevada
$1.45M +$82.1K +254 +6%
BCM
1225
Brookmont Capital Management
Texas
$1.45M -$4.53K -14 -0.3%