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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 %
BFA
1601
Bragg Financial Advisors
North Carolina
$417K
HFA
1602
Huber Financial Advisors
Illinois
$416K +$13.2K +41 +3%
Canada Life
1603
Canada Life
Manitoba, Canada
$416K +$155K +484 +59%
HWM
1604
Hohimer Wealth Management
Washington
$415K +$415K +1,284 New
ISL
1605
Ingalls & Snyder LLC
New York
$414K
AAM
1606
American Asset Management
Florida
$414K
TCA
1607
Transcend Capital Advisors
New Jersey
$412K +$412K +1,273 New
WA
1608
WBH Advisory
Maryland
$411K -$149K -463 -27%
MWM
1609
Meridian Wealth Management
Kentucky
$410K -$4.19K -13 -1%
CA
1610
Cambridge Advisors
Nebraska
$409K +$5.5K +17 +1%
BC
1611
Burney Company
Virginia
$408K -$153K -472 -27%
CWAG
1612
Compton Wealth Advisory Group
Virginia
$407K +$407K +1,260 New
FM
1613
Foster & Motley
Ohio
$405K -$16.1K -50 -4%
CCG
1614
Chatham Capital Group
Georgia
$404K
ACM
1615
Alta Capital Management
Utah
$402K +$402K +1,245 New
AHC
1616
Adell Harriman & Carpenter
Texas
$400K +$123K +382 +45%
BFC
1617
Blue Fin Capital
Rhode Island
$400K -$93.9K -291 -19%
VBFG
1618
Vishria Bird Financial Group
Tennessee
$397K -$27.8K -86 -7%
RIA
1619
Realta Investment Advisors
Delaware
$396K -$1.27K -4 -0.3%
HDIM
1620
Hanson & Doremus Investment Management
Vermont
$396K +$19.7K +61 +5%
PA
1621
Paragon Advisors
Texas
$395K +$395K +1,207 New
LWA
1622
Lenox Wealth Advisors
New York
$394K -$48.2K -149 -11%
AIM
1623
Arcadia Investment Management
Michigan
$394K
TW
1624
TrinityPoint Wealth
Connecticut
$394K +$28.1K +87 +8%
MM
1625
Main Management
California
$393K