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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 %
NEGWA
926
New England Guild Wealth Advisors
Connecticut
$1.96M +$144K +505 +8%
JSL
927
JT Stratford LLC
Georgia
$1.95M +$35.3K +124 +2%
AIA
928
Arcadia Investment Advisors
Idaho
$1.94M -$65.4K -230 -3%
DP
929
Denver PWM
Colorado
$1.93M -$93.4K -322 -5%
SBWM
930
Sunflower Bank Wealth Management
Arizona
$1.9M
AP
931
Appleton Partners
Massachusetts
$1.9M -$50.1K -176 -3%
PIM
932
Provident Investment Management
Michigan
$1.9M -$537K -1,888 -22%
NIC
933
Northwest Investment Counselors
Oregon
$1.89M -$4.27K -15 -0.2%
EWA
934
EP Wealth Advisors
California
$1.89M -$102K -357 -5%
PWMAG
935
Pinnacle Wealth Management Advisory Group
New Jersey
$1.87M +$119K +417 +7%
RPGK
936
Retirement Planning Group (Kansas)
Kansas
$1.87M +$70.9K +249 +4%
MCIA
937
Mountain Capital Investment Advisors
Colorado
$1.86M +$128K +450 +7%
SCA
938
Sage Capital Advisors
South Dakota
$1.85M +$74.6K +262 +4%
HCM
939
Harvey Capital Management
Florida
$1.85M +$1.03M +3,630 +126%
UR
940
USCA RIA
Texas
$1.85M
BS
941
Boenning & Scattergood
Pennsylvania
$1.84M +$60.3K +212 +3%
PFM
942
Parsec Financial Management
North Carolina
$1.84M -$97.6K -343 -5%
SIS
943
Sound Income Strategies
Florida
$1.82M +$39.6K +139 +2%
CWM
944
Centric Wealth Management
Illinois
$1.82M -$107K -376 -6%
NWA
945
New World Advisors
Massachusetts
$1.81M +$577K +2,029 +47%
CDIA
946
Capital Directions Investment Advisors
Georgia
$1.79M -$91.1K -320 -5%
RG
947
Rathbones Group
United Kingdom
$1.78M +$54.9K +193 +3%
Connor, Clark & Lunn Investment Management (CC&L)
948
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.78M
MCG
949
MACRO Consulting Group
New Jersey
$1.78M -$46.1K -162 -3%
OC
950
Oakworth Capital
Alabama
$1.77M -$108K -379 -6%