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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 %
BI
1501
Bredin Investment
Delaware
$218K -$765K -2,684 -78%
SHWM
1502
Smith & Howard Wealth Management
Georgia
$218K +$218K +766 New
EW
1503
Emerson Wealth
Michigan
$216K +$216K +760 New
PWA
1504
Providence Wealth Advisors
Illinois
$215K +$215K +750 New
ACM
1505
Ategra Capital Management
Virginia
$215K +$215K +754 New
SIM
1506
Sonora Investment Management
Arizona
$210K -$19K -67 -8%
KTC
1507
Kistler-Tiffany Companies
Pennsylvania
$210K -$11.4K -40 -5%
MPM
1508
Meritage Portfolio Management
Kansas
$209K -$433K -1,520 -67%
JCM
1509
Jacobi Capital Management
Pennsylvania
$209K +$855 +3 +0.4%
NPA
1510
Nichols & Pratt Advisers
Massachusetts
$209K +$209K +735 New
IC
1511
Investment Counsel
Michigan
$208K +$208K +730 New
PCM
1512
Pointe Capital Management
Michigan
$208K +$208K +731 New
DCM
1513
Disciplina Capital Management
Tennessee
$208K -$24.5M -86,118 -99%
SCM
1514
Stonehearth Capital Management
Massachusetts
$205K -$32.7K -115 -14%
TWM
1515
Torch Wealth Management
Ohio
$205K +$205K +720 New
HCIA
1516
Hochman Cole Investment Advisors
Illinois
$205K +$205K +720 New
TCOO
1517
Trust Company of Oklahoma
Oklahoma
$205K +$205K +720 New
KPW
1518
Kore Private Wealth
New York
$203K -$114K -400 -36%
FGAM
1519
Financial Gravity Asset Management
Texas
$203K +$203K +706 New
TAM
1520
Tocqueville Asset Management
New York
$203K +$203K +713 New
PD
1521
Planning Directions
Pennsylvania
$203K +$203K +714 New
SFA
1522
Semmax Financial Advisors
North Carolina
$202K +$41K +144 +25%
MBT
1523
Monroe Bank & Trust
Michigan
$201K -$164K -578 -45%
CCP
1524
Clarkston Capital Partners
Michigan
$201K +$201K +706 New
MIM
1525
Marco Investment Management
Georgia
$201K +$201K +708 New