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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 %
AIM
1326
Axiom Investment Management
New York
$1.03M +$7.75K +24 +0.8%
SCM
1327
Stellar Capital Management
Arizona
$1.03M -$3.23K -10 -0.3%
CAL
1328
Capital Advisors Ltd
Ohio
$1.03M +$447K +1,384 +77%
BA
1329
Ballast Advisors
Minnesota
$1.02M +$1.02M +3,167 New
ACP
1330
Aviance Capital Partners
Florida
$1.02M -$129K -400 -11%
EGWAG
1331
Elwood & Goetz Wealth Advisory Group
Georgia
$1.02M -$9.38K -29 -0.9%
TCOT
1332
Trust Company of Toledo
Ohio
$1.01M -$197K -610 -16%
HFS
1333
HBC Financial Services
Washington
$1.01M +$1.01M +3,116 New
VCP
1334
Vista Capital Partners
Oregon
$1.01M -$323 -1 -0%
RFWA
1335
RPg Family Wealth Advisory
Massachusetts
$1M -$76.9K -238 -7%
OBGC
1336
O'Brien Greene & Co
Pennsylvania
$997K +$14.5K +45 +1%
CCM
1337
Coe Capital Management
Illinois
$996K -$1.08M -3,335 -52%
MSAGDF
1338
Moneda SA Administradora General de Fondos
Chile
$995K +$995K +3,077 New
PFBT
1339
Parkside Financial Bank & Trust
Missouri
$993K +$7.44K +23 +0.8%
AUB
1340
Atlantic Union Bankshares
Virginia
$992K +$38.2K +118 +4%
AM
1341
Atwater Malick
Pennsylvania
$991K +$67.2K +208 +7%
GAM
1342
Gemmer Asset Management
California
$989K +$86.7K +268 +10%
CIAS
1343
Capital Investment Advisory Services
North Carolina
$988K +$282K +874 +40%
SCM
1344
SOL Capital Management
Maryland
$987K +$512K +1,585 +108%
RCA
1345
Rowland Carmichael Advisors
Arizona
$981K -$48.2K -149 -5%
MWM
1346
Moulton Wealth Management
Washington
$975K +$975K +3,012 New
EFL
1347
ERn Financial LLC
Wisconsin
$969K -$6.79K -21 -0.7%
CA
1348
Corrado Advisors
New Jersey
$969K +$9.37K +29 +1%
CPP
1349
Crow Point Partners
Massachusetts
$968K -$1.04M -5,068 -52%
SIA
1350
Starfire Investment Advisers
Michigan
$968K +$1.29K +4 +0.1%