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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 %
WP
801
WealthSource Partners
California
$3.49M +$1.69M +5,733 +94%
KWM
802
Kingsview Wealth Management
Oregon
$3.49M +$1.11M +3,780 +47%
BAMG
803
Brand Asset Management Group
Missouri
$3.46M -$37.7K -128 -1%
WPW
804
Waldron Private Wealth
Pennsylvania
$3.46M -$994K -3,373 -22%
CG
805
Caprock Group
Idaho
$3.45M +$14.7K +50 +0.4%
HFS
806
Howard Financial Services
Texas
$3.37M +$585K +1,985 +21%
WPSG
807
Wealth & Pension Services Group
Georgia
$3.35M +$105K +357 +3%
CAG
808
Csenge Advisory Group
Florida
$3.31M +$391K +1,327 +13%
CBFP
809
Cedar Brook Financial Partners
Ohio
$3.3M -$1.07M -3,616 -24%
LI
810
LVZ Inc
Michigan
$3.28M +$191K +647 +6%
RMAM
811
Raab & Moskowitz Asset Management
New Jersey
$3.27M -$388K -1,316 -11%
VLC
812
Van Leeuwen & Company
New Jersey
$3.26M -$621K -2,108 -16%
HH
813
Hilltop Holdings
Texas
$3.26M +$1.84M +6,244 +130%
FCA
814
FinTrust Capital Advisors
South Carolina
$3.24M +$29.8K +101 +0.9%
UTC
815
Unified Trust Company
Kentucky
$3.24M -$2.06K -7 -0.1%
QCG
816
Quadrant Capital Group
Ohio
$3.23M +$695K +2,366 +27%
QA
817
Quantitative Advantage
Minnesota
$3.23M +$677K +2,297 +27%
Zurich Cantonal Bank
818
Zurich Cantonal Bank
Switzerland
$3.22M
HT
819
Heritage Trust
Oklahoma
$3.17M +$767K +2,602 +32%
MSAM
820
Moloney Securities Asset Management
Missouri
$3.17M +$56.9K +193 +2%
WS
821
Wedbush Securities
California
$3.16M +$478K +1,620 +18%
CCA
822
Cobblestone Capital Advisors
New York
$3.15M -$357K -1,210 -10%
IMC Chicago
823
IMC Chicago
Illinois
$3.15M +$3.15M +10,685 New
DY
824
Dowling & Yahnke
California
$3.14M -$128K -435 -4%
WMA
825
Wealth Management Associates
New Jersey
$3.12M -$1.05M -3,560 -25%