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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 %
KBFS
1126
Kohmann Bosshard Financial Services
Ohio
$1.07M
CWSR
1127
Chessman Wealth Strategies RIA
Texas
$1.07M -$9.43M -31,354 -90%
EM
1128
Excalibur Management
Massachusetts
$1.07M -$4.42K -15 -0.4%
EGA
1129
E&G Advisors
Texas
$1.07M -$4.72K -16 -0.4%
WAOTB
1130
Wealth Advisors of Tampa Bay
Florida
$1.06M -$175K -593 -14%
SWK
1131
Stephen W. Kidder
$1.06M -$133K -450 -11%
PAS
1132
Partnervest Advisory Services
California
$1.06M -$200K -677 -16%
ACP
1133
Aviance Capital Partners
Florida
$1.05M +$295 +1 +0%
MG
1134
McCutchen Group
Washington
$1.05M +$6.19K +21 +0.6%
IIM
1135
Ipswich Investment Management
Massachusetts
$1.05M -$10.6K -36 -1%
TF
1136
Tompkins Financial
New York
$1.04M
CSIA
1137
Charles Schwab Investment Advisory
California
$1.04M +$309K +1,049 +43%
HCM
1138
Hengehold Capital Management
Ohio
$1.03M +$97.3K +330 +10%
BFO
1139
Boston Family Office
Massachusetts
$1.03M +$83.7K +284 +9%
APC
1140
Aspire Private Capital
North Carolina
$1.03M +$286K +969 +38%
KLCM
1141
KG&L Capital Management
Louisiana
$1.03M -$55.1K -187 -5%
AWM
1142
Apollon Wealth Management
South Carolina
$1.02M -$28.9K -98 -3%
TC
1143
Telemus Capital
Michigan
$1.02M -$206K -723 -17%
PV
1144
Private Vista
Illinois
$1.01M +$20.9K +71 +2%
PIA
1145
Piedmont Investment Advisors
North Carolina
$1.01M -$2.1M -7,140 -68%
PCIA
1146
Prime Capital Investment Advisors
Kansas
$1M +$81.4K +276 +9%
SWM
1147
Selective Wealth Management
Virginia
$1M +$1M +3,392 New
MFW
1148
Mosaic Family Wealth
Missouri
$996K
CCG
1149
Cypress Capital Group
Florida
$992K +$28K +95 +3%
HWM
1150
Highwater Wealth Management
Colorado
$987K -$5.31K -18 -0.5%