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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 %
RWG
526
Regal Wealth Group
California
$10.2M +$807K +2,837 +9%
PCP
527
Proficio Capital Partners
Massachusetts
$10.2M -$2.23M -7,836 -18%
1IA
528
1834 Investment Advisors
Wisconsin
$10.1M -$149K -524 -1%
RIS
529
Retirement Income Solutions
Michigan
$10.1M +$283K +993 +3%
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$10.1M -$260K -913 -3%
CWSR
531
Chessman Wealth Strategies RIA
Texas
$9.93M -$6.55K -23 -0.1%
HT
532
Hefren-Tillotson
Pennsylvania
$9.75M +$913K +3,209 +10%
MYIA
533
Mount Yale Investment Advisors
Colorado
$9.57M -$118K -414 -1%
TL
534
TrueWealth LLC
Georgia
$9.54M +$1.58M +5,541 +20%
ST
535
Sageworth Trust
Pennsylvania
$9.44M +$121K +424 +1%
DWT
536
Dorsey & Whitney Trust
South Dakota
$9.38M +$592K +2,081 +7%
KIG
537
Kessler Investment Group
Indiana
$9.31M -$196K -690 -2%
LDFR
538
Lehman & Derafelo Financial Resources
Pennsylvania
$9.28M +$3.13K +11 +0%
TFF
539
The Family Firm
Maryland
$9.16M -$452K -1,590 -5%
DT
540
Diversified Trust
Tennessee
$9.16M +$26.7K +94 +0.3%
RJT
541
Raymond James Trust
Florida
$9.15M +$42.1K +148 +0.5%
GAM
542
Gould Asset Management
California
$9.15M +$208K +730 +2%
CTB
543
Country Trust Bank
Illinois
$9.07M -$3.83M -13,464 -30%
FCB
544
First Command Bank
Texas
$9.06M -$69.1K -243 -0.8%
FCFS
545
First Command Financial Services
Texas
$9.06M -$69.1K -243 -0.8%
Calamos Advisors
546
Calamos Advisors
Illinois
$9M -$2.13M -7,489 -19%
Cerity Partners
547
Cerity Partners
New York
$9M +$51.5K +181 +0.6%
ACP
548
Aveo Capital Partners
Colorado
$8.98M +$596K +2,095 +7%
IDBONY
549
Israel Discount Bank of New York
New York
$8.95M +$737K +2,590 +9%
SSW
550
Smith Shellnut Wilson
Mississippi
$8.94M +$863K +3,033 +11%