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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 %
SDWMA
851
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.52M -$210K -739 -8%
FWP
852
FAS Wealth Partners
Kansas
$2.52M -$83.9K -295 -3%
SFG
853
SNS Financial Group
Minnesota
$2.5M +$197K +692 +9%
GVAG
854
Great Valley Advisor Group
Delaware
$2.5M +$2.5M +8,792 New
AF
855
Affiance Financial
Minnesota
$2.5M -$38.4K -135 -2%
ACI
856
Alpha Cubed Investments
California
$2.5M +$1.06M +3,741 +74%
HIMCH
857
Hartford Investment Management Co (HIMCO)
Connecticut
$2.5M -$3.1M -10,888 -55%
GKWIM
858
Gerber Kawasaki Wealth & Investment Management
California
$2.48M -$256K -900 -9%
DWM
859
Dakota Wealth Management
Florida
$2.47M -$30.5K -107 -1%
QA
860
Quantitative Advantage
Minnesota
$2.46M +$941K +3,309 +62%
PCA
861
Personal Capital Advisors
California
$2.46M -$908K -3,190 -27%
QCG
862
Quadrant Capital Group
Ohio
$2.45M -$916K -3,233 -27%
FIB
863
First Interstate Bank
Montana
$2.45M +$114K +400 +5%
BCA
864
Bray Capital Advisors
Florida
$2.44M +$25.6K +90 +1%
DI
865
DAGCO Inc
Ohio
$2.44M +$77.7K +273 +3%
FPTW
866
Franklin, Parlapiano, Turner & Welch
Texas
$2.4M
P3I
867
Progeny 3 Inc
Washington
$2.39M -$17.4M -61,000 -88%
WCWM
868
Wooster Corthell Wealth Management
Connecticut
$2.39M -$244K -859 -9%
PWM
869
Paulson Wealth Management
Illinois
$2.38M +$657K +2,310 +38%
CCM
870
Cohen Capital Management
California
$2.38M -$5.12K -18 -0.2%
BMM
871
Buffington Mohr McNeal
Idaho
$2.37M +$359K +1,261 +18%
TCOV
872
Trust Company of Vermont
Vermont
$2.36M +$1.99K +7 +0.1%
LFA
873
Legacy Financial Advisors
Kentucky
$2.34M +$623K +2,189 +36%
RBC
874
Roble Belko & Company
Pennsylvania
$2.34M -$818K -2,873 -26%
ZB
875
Zions Bancorporation
Utah
$2.34M +$2.34M +8,213 New