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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 %
FC
701
Ferris Capital
Massachusetts
$4.63M +$1.3M +4,577 +39%
MWC
702
MKD Wealth Coaches
Michigan
$4.61M -$34.7K -122 -0.7%
RWA
703
Ropes Wealth Advisors
Massachusetts
$4.55M +$179K +630 +4%
JA
704
JVL Associates
Michigan
$4.55M
MCM
705
Maryland Capital Management
Maryland
$4.49M -$126K -442 -3%
CCM
706
Condor Capital Management
New Jersey
$4.48M -$78.8K -277 -2%
LWAC
707
Laurel Wealth Advisors (California)
California
$4.44M -$4.34M -15,241 -49%
DC
708
Davenport & Co
Virginia
$4.43M +$992K +3,485 +29%
CC
709
Chicago Capital
Illinois
$4.4M +$35.6K +125 +0.8%
JIR
710
James Investment Research
Ohio
$4.39M -$1.91M -6,720 -30%
MWC
711
MBM Wealth Consultants
Missouri
$4.39M +$361K +1,267 +9%
PWAP
712
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.36M +$990K +3,479 +29%
SB
713
Simmons Bank
Arkansas
$4.35M +$221K +776 +5%
CLOS
714
Compagnie Lombard Odier SCmA
Switzerland
$4.33M
MBT
715
Montecito Bank & Trust
California
$4.31M +$279K +982 +7%
MFP
716
Meridian Financial Partners
Virginia
$4.3M -$377K -1,293 -8%
WPW
717
Waldron Private Wealth
Pennsylvania
$4.3M -$1.84M -6,483 -30%
NNP
718
Nachman Norwood & Parrott
South Carolina
$4.29M -$148K -521 -3%
KCP
719
KDI Capital Partners
North Carolina
$4.24M +$44.4K +156 +1%
GBT
720
Grove Bank & Trust
Florida
$4.22M +$64.6K +227 +2%
CBFP
721
Cedar Brook Financial Partners
Ohio
$4.22M +$410K +1,440 +11%
BA
722
Boston Advisors
Massachusetts
$4.22M +$1.23M +4,339 +41%
GLA
723
Great Lakes Advisors
Illinois
$4.2M +$30.2K +106 +0.7%
IP
724
Investment Partners
Ohio
$4.2M -$103K -361 -2%
NCM
725
Novare Capital Management
North Carolina
$4.19M +$896K +3,147 +27%