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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 %
LWP
1676
Legacy Wealth Planning
Nevada
$324K +$324K +1,002 New
KFS
1677
Kurt F. Somerville
$323K
CCA
1678
Checchi Capital Advisers
California
$323K +$323K +1,000 New
LWANC
1679
Laurel Wealth Advisors (North Carolina)
North Carolina
$321K -$12.3K -38 -4%
BCM
1680
Buckhead Capital Management
Georgia
$318K -$3.51M -10,867 -92%
CPA
1681
Clear Perspective Advisors
Illinois
$318K
PIA
1682
Perennial Investment Advisors
California
$318K +$318K +982 New
DAM
1683
Delta Asset Management
Tennessee
$314K
GF
1684
Goodman Financial
Texas
$314K
TAM
1685
Tradition Asset Management
Virginia
$314K +$75.4K +234 +32%
FP
1686
Financial Perspectives
Minnesota
$313K +$313K +969 New
BFO
1687
Biltmore Family Office
North Carolina
$313K +$323 +1 +0.1%
HHAA
1688
Henry H. Armstrong Associates
Pennsylvania
$312K
UBG
1689
United Bank (Georgia)
Georgia
$310K -$139K -429 -31%
HIM
1690
Hotaling Investment Management
Pennsylvania
$310K -$8.07K -25 -3%
MMPW
1691
Mitchell McLeod Pugh & Williams
Alabama
$310K
SMH
1692
Sanders Morris Harris
Texas
$308K +$10.2K +35 +3%
SWM
1693
Shakespeare Wealth Management
Wisconsin
$307K -$16.2K -50 -5%
AWA
1694
ARS Wealth Advisors
Florida
$305K +$6.46K +20 +2%
SNB
1695
Security National Bank
Nebraska
$304K
NG
1696
NWK Group
California
$303K +$303K +937 New
FA
1697
FMA Advisory
Pennsylvania
$302K +$18.4K +57 +6%
WEPOG
1698
Wealth Enhancement & Preservation of GA
Georgia
$302K +$302K +934 New
CNC
1699
Citizens & Northern Corp
Pennsylvania
$300K
JWBC
1700
J.W. Burns & Co
New York
$300K +$323 +1 +0.1%