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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 %
SP
676
SWS Partners
Ohio
$5.94M +$5.94M +19,769 New
EF
677
Empirical Finance
Pennsylvania
$5.94M +$70.4K +239 +1%
BWP
678
Baldwin Wealth Partners
Massachusetts
$5.93M +$134K +456 +2%
HR
679
Howe & Rusling
New York
$5.92M -$180K -610 -3%
GRP
680
Global Retirement Partners
California
$5.91M +$793K +2,691 +16%
PWA
681
Peterson Wealth Advisors
Utah
$5.87M +$34.5K +117 +0.6%
PI
682
Parkside Investments
Illinois
$5.85M +$2.8M +9,512 +92%
LFG
683
LifePlan Financial Group
Ohio
$5.84M +$1.74M +5,891 +42%
CTC
684
Central Trust Company
Missouri
$5.79M -$532K -1,769 -8%
TI
685
Truepoint Inc
Ohio
$5.79M -$7.66K -26 -0.1%
SAM
686
Silvercrest Asset Management
New York
$5.77M +$1.5M +5,088 +35%
WAP
687
Wealthcare Advisory Partners
Pennsylvania
$5.7M -$3.03M -10,268 -35%
FIM
688
Fernwood Investment Management
Massachusetts
$5.67M -$7.37K -25 -0.1%
Cetera Investment Advisers
689
Cetera Investment Advisers
Illinois
$5.65M +$655K +2,224 +13%
ACM
690
Armbruster Capital Management
New York
$5.64M -$36.8K -125 -0.6%
SFA
691
Sequoia Financial Advisors
Ohio
$5.62M -$51.9K -176 -0.9%
PFG
692
Pacific Financial Group
Washington
$5.62M
BFEC
693
Benjamin F. Edwards & Company
Missouri
$5.61M +$470K +1,594 +9%
BWA
694
BlueSky Wealth Advisors
North Carolina
$5.58M -$240K -815 -4%
TCM
695
Telos Capital Management
California
$5.57M -$127K -432 -2%
MC
696
Middleton & Co
Massachusetts
$5.5M -$240K -813 -4%
GLA
697
Great Lakes Advisors
Illinois
$5.46M +$1.11M +3,761 +25%
GW
698
GW & Wade
Massachusetts
$5.43M +$104K +352 +2%
PWAP
699
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.3M +$783K +2,655 +17%
PCG
700
Private Capital Group
Connecticut
$5.24M -$309K -1,127 -6%