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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 %
HT
876
Heritage Trust
Oklahoma
$2.32M -$230K -808 -9%
RG
877
Rikoon Group
New Mexico
$2.32M +$6.83K +24 +0.3%
RWA
878
River Wealth Advisors
Pennsylvania
$2.31M +$68K +239 +3%
SWM
879
SVA Wealth Management
Wisconsin
$2.3M +$841K +2,955 +57%
AA
880
Advisory Alpha
Michigan
$2.3M +$1.15M +3,981 +99%
OCM
881
One Capital Management
California
$2.3M +$191K +670 +9%
RCG
882
Ruggie Capital Group
Florida
$2.29M -$7.23M -25,407 -76%
KWM
883
Kingsview Wealth Management
Oregon
$2.29M +$1.9M +6,665 +481%
ECA
884
Elevated Capital Advisors
Utah
$2.29M +$2.29M +8,217 New
EWM
885
Endurance Wealth Management
Rhode Island
$2.28M +$158K +555 +7%
TRCT
886
Tower Research Capital (TRC)
New York
$2.27M +$2.27M +7,981 New
FWM
887
Foresight Wealth Management
Utah
$2.26M -$721K -2,533 -24%
Susquehanna International Group
888
Susquehanna International Group
Pennsylvania
$2.24M -$13.2M -46,331 -85%
SMG
889
Smart Money Group
Texas
$2.22M -$326K -1,036 -13%
IB
890
Intrust Bank
Kansas
$2.22M +$148K +521 +7%
PWP
891
Private Wealth Partners
California
$2.21M +$2.21M +7,775 New
BWCS
892
Beirne Wealth Consulting Services
Connecticut
$2.21M +$73.1K +257 +3%
NL
893
NVWM LLC
Pennsylvania
$2.2M -$1.37M -4,825 -38%
CA
894
Capital Advantage
California
$2.2M -$97K -341 -4%
FFW
895
Fusion Family Wealth
New York
$2.19M -$804K -2,826 -27%
CMP
896
Courage Miller Partners
Virginia
$2.18M +$29.3K +103 +1%
AC
897
Abbrea Capital
California
$2.18M +$35.6K +125 +2%
PL
898
Plancorp LLC
Missouri
$2.18M -$156K -550 -7%
HBWM
899
Hollow Brook Wealth Management
New York
$2.17M -$35.6K -125 -2%
IA
900
IndexIQ Advisors
New York
$2.17M +$602K +2,115 +38%