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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 %
WP
726
WMS Partners
Maryland
$4.19M +$87.1K +306 +2%
FNBOSM
727
First National Bank of South Miami
Florida
$4.18M +$48.4K +170 +1%
TVAMP
728
Tennessee Valley Asset Management Partners
Tennessee
$4.15M +$235K +827 +6%
HS
729
Horan Securities
United States
$4.14M +$3.67M +12,894 +786%
SAM
730
Silvercrest Asset Management
New York
$4.12M -$16.8M -59,165 -80%
SGK
731
Steigerwald Gordon & Koch
Virginia
$4.1M -$195K -687 -5%
LWM
732
Liberty Wealth Management
California
$4.1M +$533K +1,874 +15%
S
733
SignatureFD
Georgia
$4.04M +$579K +2,035 +17%
CCM
734
Canal Capital Management
Virginia
$4.03M +$357K +1,253 +10%
WMA
735
Wealth Management Associates
New Jersey
$4.03M +$1.41M +4,943 +54%
NAS
736
Nicolet Advisory Services
Wisconsin
$4M +$4M +14,046 New
SFP
737
Shepherd Financial Partners
Massachusetts
$3.98M -$278K -976 -7%
LFG
738
LifePlan Financial Group
Ohio
$3.96M +$3.11M +10,927 +364%
JHCP
739
Jackson Hole Capital Partners
Oklahoma
$3.95M +$166K +585 +4%
JIP
740
Jaffetilchin Investment Partners
Florida
$3.95M +$492K +1,730 +14%
PP
741
PDS Planning
Ohio
$3.95M +$509K +1,790 +15%
HIM
742
Hanlon Investment Management
New Jersey
$3.94M +$3.94M +13,847 New
VHAM
743
Van Hulzen Asset Management
California
$3.94M -$362K -1,271 -8%
SI
744
Stephens Inc
Arkansas
$3.91M +$1.01M +3,564 +35%
AWM
745
Avior Wealth Management
Nebraska
$3.88M +$182K +641 +5%
CPIG
746
Chicago Partners Investment Group
Illinois
$3.86M +$245K +840 +7%
SJIM
747
St. Johns Investment Management
Florida
$3.84M +$299K +1,052 +8%
MI
748
Moneywise Inc
Virginia
$3.83M -$132K -498 -3%
NPP
749
New Potomac Partners
Maryland
$3.83M -$252K -886 -6%
FFS
750
Founders Financial Securities
Maryland
$3.81M +$52.6K +185 +1%