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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 %
1IA
551
1834 Investment Advisors
Wisconsin
$9.68M -$831K -2,818 -8%
ST
552
Sageworth Trust
Pennsylvania
$9.63M -$151K -512 -2%
KFA
553
Kelleher Financial Advisors
New York
$9.63M +$9.63M +32,663 New
SWA
554
SFMG Wealth Advisors
Texas
$9.48M +$639K +2,102 +7%
DT
555
Diversified Trust
Tennessee
$9.48M -$7.37K -25 -0.1%
TFF
556
The Family Firm
Maryland
$9.47M -$23.3K -79 -0.2%
WP
557
WealthShield Partners
North Carolina
$9.45M +$1.46M +4,941 +18%
SAS
558
Sage Advisory Services
Texas
$9.44M -$182M -617,882 -95%
BHIA
559
Birch Hill Investment Advisors
Massachusetts
$9.38M +$554K +1,879 +6%
CWS
560
Cypress Wealth Services
California
$9.36M +$1.01M +3,422 +12%
MSA
561
Mason Street Advisors
Wisconsin
$9.35M -$4.1M -13,900 -30%
IDBONY
562
Israel Discount Bank of New York
New York
$9.33M +$68.7K +233 +0.7%
CTB
563
Country Trust Bank
Illinois
$9.27M -$130K -442 -1%
JFG
564
JMG Financial Group
Illinois
$9.15M -$15.9K -54 -0.2%
CL
565
CPWM LLC
Washington
$9.13M +$7.37K +25 +0.1%
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$9.12M +$5.64M +1,917 +162%
EAM
567
Erste Asset Management
Austria
$9.11M +$802K +2,720 +10%
WWM
568
Western Wealth Management
Colorado
$9.09M -$161K -546 -2%
TWA
569
TCI Wealth Advisors
Arizona
$9.07M -$6.78K -23 -0.1%
DCM
570
DeGreen Capital Management
Arizona
$9.06M +$1.84M +6,232 +25%
NL
571
NWAM LLC
Washington
$9.05M +$286K +970 +3%
FPFS
572
First Personal Financial Services
North Carolina
$9.03M -$98.2K -333 -1%
PFP
573
Pinnacle Financial Partners
Tennessee
$8.95M -$123K -417 -1%
NS
574
NewDay Solutions
New Hampshire
$8.92M +$8.92M +30,002 New
MCM
575
Maxim Capital Management
California
$8.86M +$44.5K +151 +0.5%