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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 %
LI
801
LVZ Inc
Michigan
$2.98M +$2.98M +10,464 New
BCWM
802
Bartlett & Co Wealth Management
Ohio
$2.97M -$62.3K -219 -2%
BC
803
Bartlett & Co
Ohio
$2.97M -$62.3K -219 -2%
BBPWM
804
Blue Bell Private Wealth Management
Pennsylvania
$2.96M +$19.9K +70 +0.7%
CWM
805
Cabot Wealth Management
Massachusetts
$2.95M -$158K -556 -5%
CTA
806
Chesley Taft & Associates
Illinois
$2.95M -$3.37M -11,855 -53%
Retirement Systems of Alabama
807
Retirement Systems of Alabama
Alabama
$2.94M
PI
808
Parkside Investments
Illinois
$2.94M +$979K +3,440 +50%
JGIA
809
Jackson Grant Investment Advisers
Connecticut
$2.91M +$13.7K +48 +0.5%
PGFC
810
Peapack-Gladstone Financial Corp
New Jersey
$2.9M -$493K -1,734 -15%
ACG
811
Allen Capital Group
Nebraska
$2.9M -$39.3K -138 -1%
RT
812
Rockland Trust
Massachusetts
$2.87M +$1.21M +4,239 +73%
KC
813
Kingfisher Capital
North Carolina
$2.86M +$118K +416 +4%
BHWM
814
Bay Harbor Wealth Management
Maryland
$2.85M +$1.14M +4,001 +67%
GLLW
815
Graves Light Lenhart Wealth
Virginia
$2.85M +$71.4K +251 +3%
BFM
816
Boston Financial Management
Massachusetts
$2.85M -$1.34M -4,695 -32%
FG
817
Fiduciary Group
Georgia
$2.84M +$206K +723 +8%
ECM
818
Exchange Capital Management
Michigan
$2.83M -$35.6K -125 -1%
VAS
819
Vestmark Advisory Solutions
Massachusetts
$2.82M +$2.82M +9,916 New
TPWA
820
TRUE Private Wealth Advisors
Oregon
$2.82M -$42.1K -148 -1%
GEA
821
Glen Eagle Advisors
New Jersey
$2.82M +$262K +919 +10%
CIR
822
Clear Investment Research
Georgia
$2.82M -$15.7K -55 -0.6%
CAG
823
Csenge Advisory Group
Florida
$2.81M -$498K -1,749 -15%
AWA
824
Alaska Wealth Advisors
Alaska
$2.78M +$850K +2,988 +44%
APCM
825
Alaska Permanent Capital Management
Alaska
$2.78M +$2.78M +9,780 New