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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 %
RTC
1901
Riverview Trust Company
Washington
$5K
PC
1902
Permanens Capital
New York
$5K
AF
1903
Arrow Financial
New York
$4K
BWA
1904
Burt Wealth Advisors
Maryland
$4K
FMP
1905
Financial Management Professionals
Texas
$2K
WC
1906
Westwind Capital
New Mexico
$2K +$2K +6 New
LS
1907
Leelyn Smith
Illinois
$1.88K +$1.88K +5,815 New
SHWM
1908
Silicon Hills Wealth Management
Texas
$1.48K +$1.48K +36 New
FCH
1909
Freestone Capital Holdings
Washington
$1.14K +$90 +279 +9%
NIM
1910
Nicollet Investment Management
Minnesota
$791 +$28 +88 +4%
AC
1911
Asio Capital
Kentucky
$102 +$102 +316 New
M&T Bank
1912
M&T Bank
New York
-$271M -908,032 Closed
FTIOP
1913
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$65.8M -220,500 Closed
STA
1914
Summit Trail Advisors
New York
-$31.3M -104,738 Closed
MPW
1915
MA Private Wealth
California
-$25.5M -85,378 Closed
SHIM
1916
Stone House Investment Management
Pennsylvania
-$24.4M -81,619 Closed
CA
1917
Cumberland Advisors
Florida
-$9.8M -32,825 Closed
SBA
1918
Secrest Blakey & Associates
North Carolina
-$8.97M -30,042 Closed
QAM
1919
Q3 Asset Management
Michigan
-$3.49M -11,703 Closed
ACI
1920
AMP Capital Investors
Australia
-$3.42M -11,500 Closed
GIA
1921
Gateway Investment Advisers
Ohio
-$3.14M -10,507 Closed
VAS
1922
Vestmark Advisory Solutions
Massachusetts
-$3.06M -10,262 Closed
SWM
1923
Sequoia Wealth Management
Illinois
-$3.06M -10,229 Closed
SG Americas Securities
1924
SG Americas Securities
New York
-$2.79M -9,360 Closed
RCG
1925
Ruggie Capital Group
Florida
-$2.21M -7,386 Closed