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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 %
MFG
251
Magnus Financial Group
New York
$38.4M +$25.7M +90,193 +201%
TCM
252
Twele Capital Management
Minnesota
$38.1M +$53.5K +188 +0.1%
MMI
253
Matson Money Inc
Ohio
$37.9M +$1.07M +3,753 +3%
SIM
254
Strategic Investment Management
Virginia
$37.6M +$1.23M +4,350 +3%
FCM
255
Flinton Capital Management
Pennsylvania
$37.4M +$2.5M +8,792 +7%
CGI
256
Cougar Global Investments
Ontario, Canada
$37M -$27.2M -95,424 -42%
AIA
257
Ally Invest Advisors
North Carolina
$36.7M +$4.87M +17,122 +15%
SPIA
258
Steward Partners Investment Advisory
New York
$36.2M -$1.78M -6,247 -5%
GC
259
Grimes & Company
Massachusetts
$36.2M +$8.04M +28,255 +29%
WS
260
Wela Strategies
Georgia
$36M +$6.39M +22,470 +22%
IWM
261
IHT Wealth Management
Illinois
$35.9M -$274K -964 -0.8%
HCMT
262
Highland Capital Management (Tennessee)
Tennessee
$35.8M +$1.02M +3,569 +3%
NVCHI
263
New Vernon Capital Holdings II
New Jersey
$35.8M +$31.1M +109,169 +654%
APSP
264
Asset Planning Services (Pennsylvania)
Pennsylvania
$35.7M +$148K +520 +0.4%
AL
265
Aspiriant LLC
California
$35M +$303K +1,066 +0.9%
MA
266
Mutual Advisors
Nebraska
$35M -$946K -3,326 -3%
FAIM
267
Financial Advocates Investment Management
Washington
$34.9M +$4.47M +15,698 +15%
PP
268
Palladium Partners
Virginia
$34.2M -$104K -364 -0.3%
AWM
269
Avondale Wealth Management
Texas
$34M -$919K -3,231 -3%
BOCM
270
Bontempo Ohly Capital Management
Maryland
$33.9M -$4.42M -15,546 -12%
CPO
271
Cerity Partners OCIO
New York
$33.8M -$5.54M -19,465 -14%
RWM
272
RKL Wealth Management
Pennsylvania
$33.5M +$5.21M +18,307 +18%
CIBC World Market
273
CIBC World Market
Ontario, Canada
$33.4M -$9.74M -34,246 -23%
Nuveen Asset Management
274
Nuveen Asset Management
Illinois
$33.2M +$2.55M +8,965 +8%
AWM
275
AE Wealth Management
Kansas
$33.2M +$22.8M +80,172 +220%