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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 %
BRWA
651
B. Riley Wealth Advisors
Florida
$6.06M +$736K +2,585 +14%
PWM
652
Perigon Wealth Management
California
$6.05M +$609K +2,071 +11%
VWA
653
VERITY Wealth Advisors
United States
$5.99M +$13.4K +47 +0.2%
CTC
654
Central Trust Company
Missouri
$5.98M -$442K -1,552 -7%
PO
655
Private Ocean
California
$5.94M -$12.2K -43 -0.2%
AF
656
Allworth Financial
California
$5.93M -$428K -1,503 -7%
HR
657
Howe & Rusling
New York
$5.89M +$2.12M +7,442 +56%
BCA
658
Bay Colony Advisors
Massachusetts
$5.86M +$278K +983 +5%
WJA
659
Williams Jones & Associates
New York
$5.85M -$27K -95 -0.5%
PWA
660
Peterson Wealth Advisors
Utah
$5.79M -$654K -2,238 -10%
GG
661
Gofen & Glossberg
Illinois
$5.78M -$3.7K -13 -0.1%
FHC
662
First Heartland Consultants
Missouri
$5.76M +$689K +2,422 +14%
PCG
663
Private Capital Group
Connecticut
$5.76M -$98.7K -347 -2%
CRC
664
Curi RMB Capital
Illinois
$5.72M -$518K -1,822 -8%
BWA
665
BlueSky Wealth Advisors
North Carolina
$5.71M +$50K +173 +0.9%
VAG
666
VisionPoint Advisory Group
Texas
$5.67M +$2.25M +7,906 +66%
EF
667
Empirical Finance
Pennsylvania
$5.67M +$3.37M +11,835 +147%
BRM
668
Boston Research & Management
Massachusetts
$5.65M +$474K +1,664 +9%
ECG
669
Edge Capital Group
Georgia
$5.63M -$413K -1,453 -7%
PFG
670
Pacific Financial Group
Washington
$5.62M +$353K +1,239 +7%
F
671
F3Logic
Minnesota
$5.61M -$778K -2,730 -12%
TI
672
Truepoint Inc
Ohio
$5.59M -$7.4K -26 -0.1%
BWP
673
Baldwin Wealth Partners
Massachusetts
$5.59M +$114K +399 +2%
MC
674
Middleton & Co
Massachusetts
$5.54M +$103K +361 +2%
TCM
675
Telos Capital Management
California
$5.5M +$40.7K +143 +0.7%