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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 %
PFS
701
Prospera Financial Services
Texas
$5.22M -$314K -1,051 -6%
HCM
702
Hollencrest Capital Management
California
$5.22M -$133K -452 -2%
FFM
703
Fullerton Fund Management
Singapore
$5.18M
FC
704
Ferris Capital
Massachusetts
$5.17M +$369K +1,253 +8%
TVAMP
705
Tennessee Valley Asset Management Partners
Tennessee
$5.14M +$844K +2,862 +20%
LWM
706
Liberty Wealth Management
California
$5.13M +$890K +3,019 +21%
C
707
Clearshares
New York
$5.13M
CTA
708
Chesley Taft & Associates
Illinois
$5.12M +$2.07M +7,021 +68%
BWCS
709
Beirne Wealth Consulting Services
Connecticut
$5.08M +$2.8M +9,495 +123%
CCFM
710
Clear Creek Financial Management
Washington
$5.07M +$5.07M +17,213 New
BA
711
Ballew Advisors
Mississippi
$5.01M +$212K +702 +4%
PAM
712
Peak Asset Management
Colorado
$4.99M -$92.3K -313 -2%
CA
713
Continuum Advisory
Idaho
$4.99M -$1.34M -4,510 -21%
CA
714
Calton & Associates
Florida
$4.91M +$1.73M +5,866 +54%
PO
715
Private Ocean
California
$4.91M -$1.24M -4,218 -20%
BAM
716
Baldrige Asset Management
Pennsylvania
$4.9M -$83.1K -282 -2%
CRC
717
Curi RMB Capital
Illinois
$4.89M -$1.04M -3,524 -18%
TPWA
718
TRUE Private Wealth Advisors
Oregon
$4.87M +$1.95M +6,622 +67%
Capital Fund Management (CFM)
719
Capital Fund Management (CFM)
France
$4.84M -$177K -600 -4%
MWC
720
MBM Wealth Consultants
Missouri
$4.81M +$213K +715 +5%
BWM
721
BerganKDV Wealth Management
Minnesota
$4.79M -$423K -1,435 -8%
BAS
722
Brown Advisory Securities
Maryland
$4.75M -$4.17M -14,136 -47%
BOTW
723
Bank of the West
California
$4.74M -$447K -1,516 -9%
PAG
724
Private Advisory Group
Washington
$4.74M +$403K +1,368 +9%
LWAC
725
Laurel Wealth Advisors (California)
California
$4.73M +$132K +447 +3%