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iShares Core S&P 500 ETF

1,603 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 715 increasing their positions, 601 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
+4
Holders Change %
+0.25%
% of All Funds
34.75%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.06%
New
115
Increased
715
Reduced
601
Closed
83
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
451
Modera Wealth Management
New Jersey
$13.1M -$142K -500 -1%
SXL
452
Summit X LLC
Missouri
$13M +$1.01M +3,550 +8%
CA
453
Crewe Advisors
Utah
$13M -$1.96M -6,876 -13%
PWS
454
Paragon Wealth Strategies
Florida
$13M -$8.6M -30,228 -40%
WWM
455
Willingdon Wealth Management
North Carolina
$13M +$1.82M +6,410 +16%
MSA
456
Mason Street Advisors
Wisconsin
$13M -$3.09M -10,870 -19%
MCM
457
MV Capital Management
Maryland
$13M +$2.77M +9,744 +27%
HH
458
HWG Holdings
Texas
$13M +$12.9M +45,309 +21,679%
SCM
459
Smith Capital Management
Arkansas
$12.9M +$879K +3,088 +7%
AFG
460
Arkansas Financial Group
Arkansas
$12.9M +$136K +478 +1%
OWM
461
Orgel Wealth Management
Wisconsin
$12.9M +$1.21M +4,240 +10%
RWMH
462
Riverpoint Wealth Management Holdings
Illinois
$12.9M +$29K +102 +0.2%
PSUF
463
People's United Financial
Connecticut
$12.8M +$1.05M +3,700 +9%
CW
464
Cobiz Wealth
Colorado
$12.8M +$1.69M +5,946 +15%
PTC
465
Private Trust Company
Ohio
$12.8M -$1.36M -4,778 -10%
BC
466
Burleson & Co
California
$12.8M +$7.44M +25,142 +138%
SCA
467
Stonebridge Capital Advisors
Minnesota
$12.7M +$285K +1,000 +2%
PBO
468
Peoples Bank (Ohio)
Ohio
$12.7M -$94.2K -331 -0.7%
SSWM
469
Sheets Smith Wealth Management
North Carolina
$12.7M +$74.6K +262 +0.6%
FBB
470
Fulton Breakefield Broenniman
Maryland
$12.7M +$11.7M +41,064 +1,181%
FC
471
Fulcrum Capital
Washington
$12.7M +$961K +3,377 +8%
CWG
472
Cornerstone Wealth Group
North Carolina
$12.6M +$12.6M +44,434 New
BC
473
Brinker Capital
Pennsylvania
$12.6M -$5.66M -19,898 -31%
GG
474
GenWealth Group
New Jersey
$12.6M +$12.2M +42,232 +2,658%
MCM
475
Mitchell Capital Management
Kansas
$12.6M -$2.86M -10,040 -18%