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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 %
AWMS
1501
Advocacy Wealth Management Services
Georgia
$590K +$215K +664 +57%
IIA
1502
IPG Investment Advisors
California
$588K +$57.2K +177 +11%
MWM
1503
McNaughton Wealth Management
California
$586K +$586K +1,814 New
PCM
1504
Princeton Capital Management
New Jersey
$584K
MBTD
1505
Mechanics Bank - Trust Department
California
$583K
FVCM
1506
F&V Capital Management
Florida
$582K -$16.2K -50 -3%
OSNBOA
1507
Old Second National Bank of Aurora
Illinois
$582K
LWM
1508
Lenox Wealth Management
Ohio
$578K -$1.62K -5 -0.3%
PWM
1509
PBMares Wealth Management
Virginia
$577K +$577K +1,784 New
EWM
1510
Executive Wealth Management
Michigan
$576K -$413K -1,279 -42%
MLL
1511
Moody Lynn & Lieberson
Massachusetts
$574K
LFA
1512
Lighthouse Financial Advisors
Maryland
$574K +$574K +1,778 New
GM
1513
GeoWealth Management
Illinois
$572K -$1.47M -4,544 -72%
TFA
1514
Teamwork Financial Advisors
Texas
$572K +$572K +1,771 New
WA
1515
Wambolt & Associates
Colorado
$571K +$2.59K +8 +0.5%
AIS
1516
American Investment Services
Massachusetts
$568K -$45.3K -140 -7%
SHWM
1517
Smith & Howard Wealth Management
Georgia
$561K +$201K +622 +56%
BHTS
1518
Bar Harbor Trust Services
Maine
$558K +$252K +780 +82%
SVWAG
1519
Sound View Wealth Advisors Group
Georgia
$557K -$62.4K -193 -10%
NFC
1520
Northeast Financial Consultants
Connecticut
$556K +$969 +3 +0.2%
AMCA
1521
Arthur M. Cohen & Associates
Illinois
$555K +$3.55K +11 +0.6%
BCP
1522
Blue Chip Partners
Michigan
$551K +$551K +1,705 New
FA
1523
Faithward Advisors
Pennsylvania
$550K -$59.2K -183 -10%
BWM
1524
Baystate Wealth Management
Massachusetts
$550K -$50.1K -155 -8%
IPW
1525
Inlet Private Wealth
Florida
$546K -$66.2K -205 -11%