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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 %
JA
726
JVL Associates
Michigan
$4.7M -$5.6K -19 -0.1%
MCM
727
Mitchell Capital Management
Kansas
$4.7M -$8.35M -28,315 -64%
HIM
728
Hanlon Investment Management
New Jersey
$4.68M +$599K +2,032 +15%
RWA
729
Ropes Wealth Advisors
Massachusetts
$4.67M -$40.1K -136 -0.9%
DC
730
Davenport & Co
Virginia
$4.65M +$68.4K +232 +1%
JHCP
731
Jackson Hole Capital Partners
Oklahoma
$4.65M +$554K +1,878 +14%
MWC
732
MKD Wealth Coaches
Michigan
$4.63M -$144K -487 -3%
TW
733
Transform Wealth
Colorado
$4.62M +$2.83M +9,605 +159%
GBT
734
Grove Bank & Trust
Florida
$4.61M +$241K +819 +6%
CCM
735
Condor Capital Management
New Jersey
$4.61M -$38.9K -132 -0.8%
GWMIA
736
Global Wealth Management Investment Advisory
Florida
$4.6M +$739K +2,509 +19%
MCM
737
Maryland Capital Management
Maryland
$4.6M -$50.1K -170 -1%
BFG
738
Beacon Financial Group
Texas
$4.6M +$296K +1,006 +7%
BHWM
739
Bay Harbor Wealth Management
Maryland
$4.58M +$1.63M +5,529 +55%
CC
740
Chicago Capital
Illinois
$4.56M
FNBOSM
741
First National Bank of South Miami
Florida
$4.51M +$118K +393 +3%
MI
742
Moneywise Inc
Virginia
$4.51M +$257K +873 +6%
VHAM
743
Van Hulzen Asset Management
California
$4.5M +$419K +1,422 +10%
KCP
744
KDI Capital Partners
North Carolina
$4.48M +$83.4K +283 +2%
BA
745
Boston Advisors
Massachusetts
$4.46M +$91.4K +310 +2%
NCM
746
Novare Capital Management
North Carolina
$4.45M +$110K +373 +3%
SB
747
Simmons Bank
Arkansas
$4.44M -$64.3K -218 -1%
MBT
748
Montecito Bank & Trust
California
$4.44M -$26.8K -91 -0.6%
SI
749
Stephens Inc
Arkansas
$4.4M +$350K +1,189 +9%
NNP
750
Nachman Norwood & Parrott
South Carolina
$4.4M -$50.4K -171 -1%