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iShares Core S&P 500 ETF

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MNBTD
526
Moody National Bank Trust Division
Texas
$7.74M +$7.74M +26,446 New
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$7.71M +$223K +761 +3%
BC
528
Burleson & Co
California
$7.66M +$7.66M +28,239 New
MSA
529
Marino Stram & Associates
Massachusetts
$7.65M +$723K +2,471 +10%
HT
530
Hefren-Tillotson
Pennsylvania
$7.64M -$835K -2,853 -10%
AMG
531
Asset Management Group
Connecticut
$7.56M +$156K +532 +2%
NL
532
NWAM LLC
Washington
$7.51M +$897K +3,063 +14%
UCMOK
533
United Capital Management of KS
Kansas
$7.39M +$7.39M +25,193 New
BPC
534
Banque Pictet & Cie
Switzerland
$7.34M -$29.3K -100 -0.4%
MCM
535
Makena Capital Management
California
$7.31M -$1.41M -4,819 -16%
Truist Financial
536
Truist Financial
North Carolina
$7.25M +$2.84M +9,716 +65%
HCC
537
Hirtle Callaghan & Co
Pennsylvania
$7.23M -$516K -1,762 -7%
KIA
538
KCM Investment Advisors
California
$7.2M -$39.2K -134 -0.5%
ACP
539
Aveo Capital Partners
Colorado
$7.18M +$1.03M +3,710 +17%
LNB
540
Ledyard National Bank
$7.13M +$487K +1,662 +7%
PWAG
541
Polaris Wealth Advisory Group
California
$7.12M +$6.13M +20,942 +617%
AIA
542
Avalon Investment & Advisory
Texas
$7.11M +$521K +1,780 +8%
FA
543
FCG Advisors
New Jersey
$7.07M -$128K -438 -2%
DLHL
544
Donald L. Hagan LLC
Florida
$7.06M +$1.3M +4,431 +23%
HH
545
HWG Holdings
Texas
$7.03M -$8.57M -29,282 -55%
NFG
546
NewFocus Financial Group
Washington
$7.01M -$58.3K -199 -0.8%
DW
547
Domani Wealth
Pennsylvania
$6.97M -$61.8K -211 -0.9%
SFG
548
StrategIQ Financial Group
Indiana
$6.91M +$148K +506 +2%
CW
549
Cobiz Wealth
Colorado
$6.81M +$210K +719 +3%
VC
550
Vestor Capital
Illinois
$6.78M +$251K +856 +4%