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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 %
ST
1626
Spinnaker Trust
Maine
$393K
VST
1627
Van Strum & Towne
California
$390K
CP
1628
Covenant Partners
Tennessee
$388K
FSA
1629
Fort Sheridan Advisors
Illinois
$388K
VCM
1630
Virtue Capital Management
Tennessee
$387K -$1.68M -5,187 -81%
PS
1631
Portfolio Strategies
New York
$382K +$382K +1,182 New
HWA
1632
Hilltop Wealth Advisors
North Carolina
$380K +$380K +1,174 New
SFP
1633
Strategic Financial Planning
Texas
$380K +$380K +1,177 New
TF
1634
Tompkins Financial
New York
$378K -$743K -2,300 -66%
FMTC
1635
Farmers & Merchants Trust Company
California
$378K
WCFA
1636
Walkner Condon Financial Advisors
Wisconsin
$378K +$378K +1,170 New
SL
1637
Summitry LLC
California
$374K +$54.3K +168 +17%
MPIA
1638
Mountain Pacific Investment Advisers
Idaho
$372K
ACM
1639
Advisors Capital Management
New Jersey
$369K +$127K +394 +53%
TC
1640
Tatro Capital
Kentucky
$369K +$369K +1,140 New
CAMG
1641
CWA Asset Management Group
Florida
$368K -$329K -1,016 -47%
GC
1642
Garde Capital
Washington
$366K -$29.1K -90 -7%
ACM
1643
Azimuth Capital Management
Michigan
$365K
CCP
1644
Cardan Capital Partners
Colorado
$363K -$32.7K -101 -8%
AWM
1645
Affinity Wealth Management
Delaware
$363K +$12K +37 +3%
HWA
1646
HHM Wealth Advisors
Tennessee
$363K +$136K +406 +60%
MG
1647
MilWealth Group
Wisconsin
$360K
SSWM
1648
Smith Salley Wealth Management
North Carolina
$359K -$541K -1,673 -60%
SC
1649
Searle & Co
Connecticut
$358K
SWP
1650
Summit Wealth Partners
Florida
$357K +$357K +1,105 New