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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 %
HFG
1551
Heron Financial Group
New York
$488K +$488K +1,450 New
ACA
1552
Aptus Capital Advisors
Alabama
$486K +$376K +1,164 +340%
VSWA
1553
Vontobel Swiss Wealth Advisors
Switzerland
$485K -$162K -500 -25%
OCM
1554
Orser Capital Management
Texas
$484K
CCT
1555
Capital City Trust
Florida
$484K
ZCA
1556
Zeke Capital Advisors
Pennsylvania
$479K -$247K -765 -34%
IWS
1557
Insight Wealth Strategies
California
$478K -$294K -909 -38%
MMG
1558
Monetary Management Group
Missouri
$476K +$7.43K +23 +2%
MWP
1559
Meridian Wealth Partners
Pennsylvania
$475K +$475K +1,469 New
HCM
1560
Horan Capital Management
Maryland
$469K
EB
1561
Eastern Bank
Massachusetts
$467K
HPC
1562
HM Payson & Co
Maine
$466K -$340K -1,053 -42%
1832 Asset Management
1563
1832 Asset Management
Ontario, Canada
$466K
ODCM
1564
Old Dominion Capital Management
Virginia
$464K -$24.3K -75 -5%
SHA
1565
Seneca House Advisors
Virginia
$464K +$10.3K +32 +2%
HIMC
1566
Heritage Investors Management Corp
Maryland
$463K
HCM
1567
HM Capital Management
Missouri
$461K -$18.4K -57 -4%
AIA
1568
Angeles Investment Advisors
California
$461K
BAM
1569
Barrett Asset Management
New York
$457K
RW
1570
REDW Wealth
New Mexico
$457K +$1.29K +4 +0.3%
PFM
1571
Peak Financial Management
Massachusetts
$456K +$6.47K +20 +1%
AIP
1572
Almanack Investment Partners
Pennsylvania
$449K -$28.1K -87 -6%
SCM
1573
Seascape Capital Management
New Hampshire
$449K +$449K +1,390 New
BBVA
1574
Banco Bilbao Vizcaya Argentaria
Spain
$449K +$449K +1,391 New
TPA
1575
Trivium Point Advisory
Connecticut
$445K -$373K -1,155 -46%