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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 %
RC
1001
RegentAtlantic Capital
New Jersey
$1.65M +$99K +336 +6%
RCWMU
1002
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.64M
Legal & General Group
1003
Legal & General Group
United Kingdom
$1.62M +$885K +3,000 +120%
Loomis, Sayles & Company
1004
Loomis, Sayles & Company
Massachusetts
$1.62M
OFG
1005
Omega Financial Group
California
$1.62M -$20K -68 -1%
OMC
1006
Old Mission Capital
Illinois
$1.61M +$1.61M +5,475 New
EP
1007
Edgestream Partners
New Jersey
$1.61M +$1.19M +4,029 +281%
WPC
1008
White Pine Capital
Minnesota
$1.6M -$66.3K -225 -4%
MWM
1009
Mascoma Wealth Management
New Hampshire
$1.59M -$200K -680 -11%
DAS
1010
Dynamic Advisor Solutions
Arizona
$1.58M +$424K +1,437 +37%
SWPG
1011
Strategic Wealth Partners Group
Illinois
$1.58M +$531K +1,803 +51%
EWM
1012
Empirical Wealth Management
Washington
$1.58M -$5.9K -20 -0.4%
BJ
1013
Brouwer & Janachowski
California
$1.57M +$22.4K +76 +1%
SHJ
1014
Sharkey, Howes & Javer
Colorado
$1.56M -$53.9K -183 -3%
SWM
1015
Stockman Wealth Management
Montana
$1.54M
TCM
1016
Traynor Capital Management
Pennsylvania
$1.53M -$98.4K -331 -6%
KL
1017
KWMG LLC
Kansas
$1.53M -$70.7K -240 -4%
CFB
1018
Cullen/Frost Bankers
Texas
$1.52M +$676K +2,294 +80%
NCM
1019
Nelson Capital Management
California
$1.5M +$1.5M +5,103 New
LSAG
1020
Lake Street Advisors Group
New Hampshire
$1.5M +$172K +583 +13%
CFA
1021
Cahill Financial Advisors
Minnesota
$1.48M +$174K +589 +13%
HL
1022
HeadInvest LLC
Maine
$1.48M +$51.6K +175 +4%
MS
1023
Marshall & Sullivan
Washington
$1.47M
AB
1024
Atlas Brown
Kentucky
$1.47M -$7.08K -24 -0.5%
AC
1025
Alexandria Capital
Virginia
$1.47M -$73.7K -250 -5%