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iShares Core S&P 500 ETF

1,626 hedge funds and large institutions have $116B invested in iShares Core S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 734 increasing their positions, 589 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+23
Holders Change %
+1.43%
% of All Funds
35.37%
Holding in Top 10
526
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.14%
% of All Funds
11.44%
New
89
Increased
734
Reduced
589
Closed
47
Calls
$99.2M
Puts
$55.1M
Net Calls
+$44.1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
301
ERTS Wealth Advisors
Michigan
$31.8M -$680K -2,307 -2%
AWA
302
Artemis Wealth Advisors
New York
$31.5M +$620K +2,104 +2%
HA
303
Harfst & Associates
Wyoming
$31.4M -$986K -3,345 -3%
FCFC
304
First Commonwealth Financial Corp
Pennsylvania
$31.4M +$627K +2,128 +2%
CPO
305
Cerity Partners OCIO
New York
$31.1M -$3.93M -13,323 -11%
MIS
306
Morningstar Investment Services
Illinois
$30.9M -$1.06M -3,593 -3%
WI
307
Wintrust Investments
Illinois
$30.8M +$2.01M +6,821 +7%
IWP
308
Icon Wealth Partners
Texas
$30.7M +$8.31M +28,186 +37%
KWMG
309
King Wealth Management Group
Florida
$30.6M +$1.55M +5,274 +5%
MIAN
310
Mariner Independent Advisor Network
Kansas
$30.6M +$400K +1,353 +1%
ASN
311
Advisory Services Network
Georgia
$30.3M +$1.39M +4,719 +5%
TCM
312
TD Capital Management
Tennessee
$30.2M +$337K +1,143 +1%
AAMA
313
Advanced Asset Management Advisors
Ohio
$29.9M
SAM
314
Securian Asset Management
Minnesota
$29.6M +$6.01M +20,400 +25%
KFP
315
KMG Fiduciary Partners
Ohio
$29.3M +$819K +2,778 +3%
CAM
316
Cresset Asset Management
Illinois
$29.1M -$369K -1,251 -1%
WIP
317
Wellesley Investment Partners
Massachusetts
$29M -$177K -600 -0.6%
LF
318
Lee Financial
Texas
$28.9M +$1.15M +3,894 +4%
Citigroup
319
Citigroup
New York
$28.8M +$1.2M +4,080 +4%
HI
320
Human Investing
Oregon
$28.8M +$968K +3,283 +3%
I
321
IberiaBank
Louisiana
$28.7M -$1.26M -4,276 -4%
BMCM
322
Bryn Mawr Capital Management
Pennsylvania
$28.7M -$543K -1,843 -2%
WAG
323
Winthrop Advisory Group
Massachusetts
$28.5M +$1.79M +6,063 +7%
Kayne Anderson Rudnick Investment Management
324
Kayne Anderson Rudnick Investment Management
California
$27.9M +$3.15M +10,668 +13%
GLA
325
Good Life Advisors
Pennsylvania
$27.9M -$447K -1,517 -2%