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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 %
GC
1401
Gruss & Co
Florida
$808K +$808K +2,500 New
SW
1402
SkyOak Wealth
Michigan
$808K +$808K +2,501 New
LRIA
1403
Leonard Rickey Investment Advisors
Washington
$807K +$11.6K +36 +1%
RMDI
1404
R.M. Davis Inc
Maine
$803K -$46.9K -145 -6%
PFA
1405
Pathway Financial Advisors
Vermont
$797K
NEWAS
1406
N.E.W. Advisory Services
Wisconsin
$795K +$795K +2,462 New
BTW
1407
Boston Trust Walden
Massachusetts
$794K -$1.62K -5 -0.2%
LWM
1408
Laidlaw Wealth Management
New York
$793K +$793K +2,453 New
LNWWM
1409
Laird Norton Wetherby Wealth Management
California
$792K -$149K -461 -16%
FWM
1410
Focused Wealth Management
New York
$790K -$31.7K -98 -4%
BA
1411
BCM Advisors
Louisiana
$787K +$363K +1,122 +86%
BCM
1412
BTR Capital Management
California
$786K
KPCM
1413
Kings Point Capital Management
New York
$785K +$423K +1,310 +117%
APP
1414
Avantax Planning Partners
Iowa
$784K +$646 +2 +0.1%
SAA
1415
Southeast Asset Advisors
Georgia
$782K -$8.4K -26 -1%
1SB
1416
1ST Source Bank
Indiana
$782K +$13.3K +41 +2%
FNC
1417
First National Corp
Massachusetts
$778K -$646 -2 -0.1%
CBN
1418
Cadence Bank NA
Texas
$776K +$99.3K +307 +15%
FA
1419
Financial Advisors
Massachusetts
$774K +$86.6K +268 +13%
GAG
1420
GM Advisory Group
New York
$774K +$338K +1,044 +77%
PAMG
1421
Patton Albertson Miller Group
Tennessee
$773K +$646 +2 +0.1%
BMA
1422
Brooks Moore & Associates
Tennessee
$768K +$162K +500 +27%
VCA
1423
Verdence Capital Advisors
Maryland
$767K +$117K +361 +18%
BO
1424
Bank OZK
Arkansas
$763K -$7.1K -22 -0.9%
SMG
1425
Spectrum Management Group
Indiana
$751K -$419K -1,296 -36%