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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 %
VNA
1551
Valley National Advisers
Pennsylvania
$114K
THWM
1552
Taylor Hoffman Wealth Management
Virginia
$108K
AA
1553
AlphaMark Advisors
Kentucky
$107K
AWMS
1554
Advocacy Wealth Management Services
Georgia
$102K -$20.2K -70 -17%
SFA
1555
Stewardship Financial Advisors
Georgia
$102K
WAS
1556
Winch Advisory Services
Wisconsin
$92K
YWP
1557
YorkBridge Wealth Partners
New York
$91K
CICI
1558
Capital Investment Counsel Inc
North Carolina
$79K +$79K +278 New
MAM
1559
Marquette Asset Management
Minnesota
$77K +$77K +270 New
FAM
1560
Formidable Asset Management
Ohio
$77K +$77K +52,527 New
BWL
1561
Bogart Wealth LLC
Virginia
$71K -$7.95K -28 -10%
FEG
1562
Financial Enhancement Group
Indiana
$69K +$69K +244 New
HCC
1563
Hirtle Callaghan & Co
Pennsylvania
$68K -$7M -24,700 -99%
VCM
1564
Versant Capital Management
Arizona
$68K
WAS
1565
WESPAC Advisors SoCal
California
$63K +$63K +222 New
WAM
1566
Wakefield Asset Management
Colorado
$61K -$12.5K -44 -17%
BWM
1567
Baystate Wealth Management
Massachusetts
$61K +$293 +1 +0.5%
MCM
1568
Manchester Capital Management
Vermont
$60K
IAS
1569
INR Advisory Services
Pennsylvania
$60K
AOWM
1570
Alpha Omega Wealth Management
Virginia
$57K +$57K +202 New
GTAM
1571
Global Trust Asset Management
Florida
$54K +$7.18K +25 +15%
HGWM
1572
Harvest Group Wealth Management
Massachusetts
$46K +$46K +160 New
PCTC
1573
Perkins Coie Trust Company
Washington
$42K
AIC
1574
Ayalon Insurance Company
Israel
$40K +$40K +140 New
AIM
1575
Anchor Investment Management
South Carolina
$37.6K -$26.5K -93 -41%