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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 %
OCG
951
Opus Capital Group
Ohio
$1.77M +$1.42K +5 +0.1%
WI
952
Wedgewood Investors
Pennsylvania
$1.76M -$28.5K -100 -2%
FIM
953
Freedom Investment Management
Connecticut
$1.75M +$865K +3,041 +98%
NIM
954
Northeast Investment Management
Massachusetts
$1.75M -$42.1K -148 -2%
CPIA
955
Cornell Pochily Investment Advisors
New York
$1.75M -$121K -425 -6%
GC
956
Gratus Capital
Georgia
$1.74M -$37.8K -133 -2%
WP
957
WealthSource Partners
California
$1.74M -$822K -2,887 -32%
MC
958
Miles Capital
Iowa
$1.73M -$143K -501 -8%
COI
959
Capital One Investing
Virginia
$1.73M +$980K +3,442 +131%
MWM
960
Mascoma Wealth Management
New Hampshire
$1.73M -$248K -873 -13%
TW
961
Transform Wealth
Colorado
$1.72M -$24.8K -87 -1%
SF
962
Synovus Financial
Georgia
$1.72M -$428K -1,506 -20%
AIM
963
Aspen Investment Management
Michigan
$1.71M
TCPWM
964
Traverso Chambers Private Wealth Management
California
$1.69M -$1.14K -4 -0.1%
WCM
965
Weatherstone Capital Management
Colorado
$1.68M +$175K +614 +12%
CMO
966
Covenant Multifamily Offices
Texas
$1.67M +$733K +2,576 +78%
SFSIG
967
San Francisco Sentry Investment Group
California
$1.67M +$15.4K +54 +0.9%
SW
968
SlateStone Wealth
Florida
$1.64M +$1.64M +5,776 New
CAM
969
Congress Asset Management
Massachusetts
$1.64M -$98.2K -345 -6%
MOACM
970
Mutual of America Capital Management
New York
$1.64M +$474K +1,666 +41%
GA
971
Geller Advisors
New York
$1.63M +$5.41K +19 +0.3%
American Century Companies
972
American Century Companies
Missouri
$1.63M +$1.63M +5,727 New
CL
973
CIM LLC
New York
$1.63M +$9.96K +35 +0.6%
FPCG
974
Fort Pitt Capital Group
Pennsylvania
$1.63M -$1.69M -5,932 -51%
STMM
975
South Texas Money Management
Texas
$1.63M +$63.2K +222 +4%