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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 %
MCM
1226
Mengis Capital Management
Oregon
$688K +$22.2K +78 +3%
CBN
1227
Cadence Bank NA
Texas
$683K -$7.67K -27 -1%
PFA
1228
Pathway Financial Advisors
Vermont
$682K +$4.27K +15 +0.6%
9WM
1229
9258 Wealth Management
Ohio
$680K +$321K +1,129 +90%
TH
1230
TCTC Holdings
Texas
$673K
CAMG
1231
CWA Asset Management Group
Florida
$670K -$91.1K -320 -12%
BA
1232
BKS Advisors
Michigan
$665K -$68.5K -241 -9%
KM
1233
Kalos Management
Georgia
$664K +$478K +7,435 +257%
PHS
1234
Pekin Hardy Strauss
Illinois
$657K -$2.84K -10 -0.4%
HPC
1235
Hobart Private Capital
North Carolina
$656K +$372K +1,306 +131%
IC
1236
Inscription Capital
Texas
$643K -$50.6K -178 -7%
CAN
1237
Claraphi Advisory Network
United States
$636K -$238K -837 -27%
I2I
1238
Insight 2811 Inc
Illinois
$633K +$15.9K +56 +3%
AWM
1239
Altium Wealth Management
New York
$628K +$11.7K +41 +2%
SWA
1240
Stratos Wealth Advisors
Ohio
$627K -$1.05M -3,684 -63%
CCM
1241
Carlson Capital Management
Minnesota
$627K
FAN
1242
Financial Advisors Network
California
$626K -$53.8K -194 -8%
ISB
1243
Iowa State Bank
Iowa
$625K
UWPG
1244
Ullmann Wealth Partners Group
Florida
$625K +$11.4K +40 +2%
DLCIG
1245
D.L. Carlson Investment Group
New Hampshire
$622K +$622K +2,186 New
RHBC
1246
R.H. Bluestein & Co
Michigan
$619K
LIC
1247
Lodestar Investment Counsel
Illinois
$615K
1SB
1248
1ST Source Bank
Indiana
$608K
MWM
1249
Marietta Wealth Management
Georgia
$606K -$884K -3,106 -59%
1WA
1250
180 Wealth Advisors
Washington
$606K +$606K +2,090 New