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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 %
BP
126
Ballentine Partners
Massachusetts
$123M -$843K -2,607 -0.7%
PAG
127
Private Advisor Group
New Jersey
$122M -$8.51M -26,342 -7%
GBBWRPM
128
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$121M -$1.12M -3,470 -0.9%
HW
129
Hancock Whitney
Mississippi
$120M +$1.47M +4,537 +1%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$120M -$1.26M -3,907 -1%
EH
131
Equitable Holdings
New York
$119M +$119M +366,709 New
FFA
132
Fragasso Financial Advisors
Pennsylvania
$118M -$347K -1,074 -0.3%
BFPW
133
BOK Financial Private Wealth
Colorado
$115M +$13.9M +43,088 +14%
HighTower Advisors
134
HighTower Advisors
Illinois
$115M +$2.13M +6,576 +2%
Stifel Financial
135
Stifel Financial
Missouri
$114M +$8.93M +27,627 +9%
MWP
136
MYCIO Wealth Partners
Pennsylvania
$114M -$804K -2,488 -0.7%
PCIG
137
Partners Capital Investment Group
Massachusetts
$113M +$9.85M +30,464 +10%
FLPIM
138
F.L. Putnam Investment Management
Massachusetts
$111M +$10.4M +32,026 +10%
PA
139
Planning Alternatives
Michigan
$110M +$2.84M +8,797 +3%
TIA
140
Traphagen Investment Advisors
New Jersey
$109M +$6.23M +19,272 +6%
BS
141
Bessemer Securities
New York
$108M
TFO
142
Tarbox Family Office
California
$107M -$710K -2,195 -0.7%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$105M +$7.25M +22,428 +7%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$104M -$30.4M -93,277 -23%
LW
145
Linscomb Wealth
Texas
$104M +$905K +2,800 +0.9%
OPS
146
Orion Portfolio Solutions
Nebraska
$103M +$103M +317,985 New
AWC
147
Abundance Wealth Counselors
Pennsylvania
$102M -$160K -495 -0.2%
RWM
148
Ritholtz Wealth Management
New York
$101M +$3.21M +9,944 +3%
CCMG
149
Clark Capital Management Group
Pennsylvania
$100M -$10.9M -33,735 -10%
ECM
150
ETrade Capital Management
Virginia
$99.4M +$53.2M +164,726 +115%