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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 %
CCP
1451
Cardan Capital Partners
Colorado
$307K +$307K +1,041 New
CPA
1452
Capital Planning Advisors
California
$305K -$53K -180 -15%
SMH
1453
Sanders Morris Harris
Texas
$301K +$41.3K +140 +16%
LWANC
1454
Laurel Wealth Advisors (North Carolina)
North Carolina
$300K +$3.53K +12 +1%
BI
1455
Ballast Inc
Kentucky
$300K +$49.2K +167 +20%
CW
1456
CreativeOne Wealth
Kansas
$299K -$33.2K -113 -10%
VRM
1457
Vectors Research Management
New York
$296K
HC
1458
HNP Capital
New York
$296K
BHBT
1459
Burke & Herbert Bank & Trust
Virginia
$295K
SWM
1460
Shakespeare Wealth Management
Wisconsin
$295K
KFS
1461
Kurt F. Somerville
$295K
Fisher Asset Management
1462
Fisher Asset Management
Washington
$294K -$541K -1,837 -65%
BHTS
1463
Bar Harbor Trust Services
Maine
$294K +$294K +997 New
SAM
1464
Sompo Asset Management
Japan
$292K +$2.95K +10 +1%
SL
1465
Summitry LLC
California
$292K +$45.7K +155 +19%
HIM
1466
Hotaling Investment Management
Pennsylvania
$290K -$13.8K -47 -5%
CPA
1467
Clear Perspective Advisors
Illinois
$290K
BFO
1468
Biltmore Family Office
North Carolina
$285K -$306K -1,042 -52%
CGL
1469
Clarius Group LLC
Washington
$285K
CWM
1470
CCG Wealth Management
California
$285K +$18K +61 +7%
BBA
1471
Braun-Bostich & Associates
Pennsylvania
$284K -$242K -821 -46%
AP
1472
Atwood & Palmer
Missouri
$284K -$58.9K -200 -17%
MMPW
1473
Mitchell McLeod Pugh & Williams
Alabama
$283K
GWA
1474
Guidant Wealth Advisors
Illinois
$281K -$504K -1,709 -64%
MFM
1475
Mirsky Financial Management
New York
$278K +$12.7K +43 +5%