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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 %
WANY
126
Wealthspire Advisors (New York)
New York
$112M -$2.56M -8,982 -2%
BFPW
127
BOK Financial Private Wealth
Colorado
$111M +$1.76M +6,201 +2%
PCIG
128
Partners Capital Investment Group
Massachusetts
$105M -$8.51M -29,915 -7%
GBBWRPM
129
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$104M -$1.05M -3,690 -1%
MWP
130
MYCIO Wealth Partners
Pennsylvania
$104M -$1.42M -5,002 -1%
FFA
131
Fragasso Financial Advisors
Pennsylvania
$103M +$69.3M +243,566 +205%
PA
132
Planning Alternatives
Michigan
$99.6M -$12.6M -44,339 -11%
BS
133
Bessemer Securities
New York
$94.7M
CCMG
134
Clark Capital Management Group
Pennsylvania
$94M -$14.6M -51,155 -13%
LW
135
Linscomb Wealth
Texas
$90.3M +$378K +1,330 +0.4%
MCM
136
MAI Capital Management
Ohio
$90.3M +$3.6M +12,645 +4%
CA
137
Cambridge Associates
Massachusetts
$88.9M +$56.4M +198,113 +173%
TFO
138
Tarbox Family Office
California
$88.9M -$416K -1,462 -0.5%
HW
139
Hancock Whitney
Mississippi
$88.7M -$60.8M -213,511 -41%
NAM
140
NorthCoast Asset Management
Connecticut
$87.2M +$83.4M +293,073 +2,181%
TIA
141
Traphagen Investment Advisors
New Jersey
$86.6M +$86.6M +304,252 New
SPC
142
Sigma Planning Corp
Michigan
$86.1M -$5.35M -18,793 -6%
KA
143
Klingman & Associates
New York
$85.5M +$2.27M +7,973 +3%
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$85M +$85M +298,870 New
Axa
145
Axa
France
$84.8M +$6.94M +24,401 +9%
MA
146
MUFG Americas
New York
$82.5M -$5.23M -18,388 -6%
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$80.6M +$4.29M +15,080 +6%
RWM
148
Ritholtz Wealth Management
New York
$80M +$79.7M +280,133 +31,265%
BTS
149
BB&T Securities
Virginia
$79.1M -$20.6M -72,373 -21%
TAM
150
Tiverton Asset Management
Delaware
$79M