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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 %
MHIC
1776
Marble Harbor Investment Counsel
Massachusetts
$238K +$238K +737 New
PCM
1777
Pointe Capital Management
Michigan
$235K
MAM
1778
Meeder Asset Management
Ohio
$235K +$81K +251 +53%
TAM
1779
Townsend Asset Management
North Carolina
$234K +$234K +723 New
SCM
1780
Stonehearth Capital Management
Massachusetts
$233K
MAS
1781
Madden Advisory Services
Florida
$233K +$233K +722 New
TCOO
1782
Trust Company of Oklahoma
Oklahoma
$233K
TAM
1783
Tocqueville Asset Management
New York
$232K +$1.62K +5 +0.7%
FVWA
1784
Foster Victor Wealth Advisors
South Carolina
$230K
MIM
1785
Marco Investment Management
Georgia
$229K
OFS
1786
OneAscent Financial Services
Alabama
$229K +$229K +709 New
EIA
1787
Edgemoor Investment Advisors
Maryland
$228K
QPWM
1788
Quadrant Private Wealth Management
Pennsylvania
$227K
GWM
1789
Greenwich Wealth Management
Connecticut
$226K -$6.46K -20 -3%
ACA
1790
Ackerman Capital Advisors
Texas
$226K
KCPG
1791
Kavar Capital Partners Group
Kansas
$226K
BSAM
1792
Blue Sky Asset Management
Colorado
$226K +$226K +700 New
TA
1793
TFG Advisers
Michigan
$223K -$5.16K -16 -2%
LCM
1794
LVM Capital Management
Michigan
$223K
PD
1795
Planning Directions
Pennsylvania
$222K -$9.69K -30 -4%
WEC
1796
Winslow Evans & Crocker
Massachusetts
$222K
FPB
1797
First PREMIER Bank
South Dakota
$221K
JPG
1798
Jordan Park Group
California
$221K +$221K +685 New
MPW
1799
Monterey Private Wealth
California
$220K +$220K +679 New
RWA
1800
RGT Wealth Advisors
Texas
$220K +$220K +682 New