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iShares Core S&P 500 ETF

1,626 hedge funds and large institutions have $116B invested in iShares Core S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 734 increasing their positions, 589 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+23
Holders Change %
+1.43%
% of All Funds
35.37%
Holding in Top 10
526
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.14%
% of All Funds
11.44%
New
89
Increased
734
Reduced
589
Closed
47
Calls
$99.2M
Puts
$55.1M
Net Calls
+$44.1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
426
Colonial Trust Advisors
South Carolina
$16M +$812K +2,756 +5%
B
427
Bailard
California
$16M +$393K +1,333 +3%
SBL
428
Sargent Bickham Lagudis
Colorado
$15.9M -$268K -910 -2%
CW
429
Cobiz Wealth
Colorado
$15.7M +$2.43M +8,230 +18%
MCWS
430
McKinley Carter Wealth Services
West Virginia
$15.7M +$149K +505 +1%
CA
431
Crewe Advisors
Utah
$15.6M +$2.13M +7,210 +16%
SIAM
432
Sterling Investment Advisors (Missouri)
Missouri
$15.6M -$114K -387 -0.7%
SYBT
433
Stock Yards Bank & Trust
Kentucky
$15.4M +$564K +1,913 +4%
CFGF
434
Compass Financial Group (Florida)
Florida
$15.3M +$195K +662 +1%
FNT
435
First National Trust
Pennsylvania
$15.3M -$442K -1,501 -3%
RCM
436
Riverhead Capital Management
Delaware
$15.3M +$6.31M +21,408 +70%
SMC
437
Smith, Moore & Co
Missouri
$15.2M +$138K +469 +0.9%
MFT
438
Moisand Fitzgerald Tamayo
Florida
$15M -$258K -875 -2%
SC
439
SouthState Corp
Florida
$14.7M -$163K -553 -1%
ANB
440
Amarillo National Bank
Texas
$14.7M +$27.4K +93 +0.2%
WFWM
441
Wechter Feldman Wealth Management
New Jersey
$14.6M -$1.06M -3,603 -7%
MWPCG
442
Measured Wealth Private Client Group
New Hampshire
$14.5M -$844K -2,862 -5%
SWP
443
Stratos Wealth Partners
Ohio
$14.5M +$388K +1,317 +3%
RA
444
Riverstone Advisors
Texas
$14.5M +$658K +2,231 +5%
CI
445
CX Institutional
Indiana
$14.5M +$3.92M +13,308 +37%
FBB
446
Fulton Breakefield Broenniman
Maryland
$14.5M +$1.33M +4,500 +10%
FWM
447
Fairhaven Wealth Management
Illinois
$14.4M +$266K +902 +2%
RCAG
448
Rehmann Capital Advisory Group
Michigan
$14.4M +$37.4K +127 +0.3%
SC
449
Savant Capital
Illinois
$14.3M -$72.5K -246 -0.5%
CWM
450
Campbell Wealth Management
Virginia
$14.3M -$208K -706 -1%