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iShares Core S&P 500 ETF

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
1526
Seizert Capital Partners
Michigan
$253K -$101K -339 -29%
SPL
1527
Smart Portfolios LLC
Washington
$253K -$7.44K -24 -3%
TD Asset Management
1528
TD Asset Management
Ontario, Canada
$253K +$26.9K +90 +12%
MPM
1529
Meritage Portfolio Management
Kansas
$252K
AWM
1530
AllSquare Wealth Management
New York
$249K
FA
1531
Fortis Advisors
Pennsylvania
$249K
G
1532
GenTrust
Florida
$246K
RCS
1533
Retirement Capital Strategies
California
$246K
OWP
1534
Obermeyer Wealth Partners
Colorado
$245K +$245K +822 New
Canada Life
1535
Canada Life
Manitoba, Canada
$243K +$54.3K +182 +29%
LWS
1536
Lucia Wealth Services
California
$241K
KAM
1537
Knightsbridge Asset Management
California
$239K
NCM
1538
Neumann Capital Management
California
$239K
CM
1539
Columbus Macro
Pennsylvania
$238K +$5.66K +19 +2%
TWM
1540
Torch Wealth Management
Ohio
$238K +$23K +77 +11%
JWM
1541
JGP Wealth Management
Oregon
$237K
ONST
1542
Old North State Trust
North Carolina
$237K
ANBT
1543
American National Bank & Trust
Texas
$234K
GWS
1544
Glassman Wealth Services
Virginia
$233K
DWA
1545
Dougherty Wealth Advisers
Minnesota
$231K
ML
1546
McAdam LLC
Pennsylvania
$231K +$231K +774 New
LDB
1547
Lee, Danner & Bass
Tennessee
$229K -$88.3K -296 -28%
OCM
1548
Oakwood Capital Management
California
$228K -$207K -692 -48%
CFA
1549
Capstone Financial Advisors
Illinois
$228K -$108K -361 -32%
BI
1550
Bredin Investment
Delaware
$228K