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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 %
GHCM
351
Glen Harbor Capital Management
California
$21.3M +$1.43M +5,024 +7%
MAFM
352
Mid Atlantic Financial Management
Pennsylvania
$21M +$3.92M +13,770 +23%
CG
353
Colony Group
Massachusetts
$21M -$1.9M -6,691 -8%
WTC
354
WhitTier Trust Company
Nevada
$21M +$788K +2,771 +4%
SPIA
355
Strategic Point Investment Advisors
Rhode Island
$21M -$1.78M -6,249 -8%
HMC
356
Harvard Management Company
Massachusetts
$20.8M -$1.09M -3,814 -5%
PAG
357
Pinnacle Advisory Group
Maryland
$20.8M +$15M +52,636 +256%
BBHC
358
Brown Brothers Harriman & Co
New York
$20.7M -$53.2M -186,904 -72%
CPSAC
359
Chas P. Smith & Associates (CPS)
Florida
$20.5M -$110K -387 -0.5%
PP
360
PagnatoKarp Partners
Virginia
$20.3M -$2.77M -9,733 -12%
NPF
361
Norris Perne & French
Michigan
$20.3M +$7.85M +42,514 +63%
GIM
362
Goelzer Investment Management
Indiana
$20.2M +$4.87M +17,130 +32%
ARG
363
Advisory Resource Group
Oklahoma
$20.1M -$1.65M -5,728 -8%
PHAM
364
Palisades Hudson Asset Management
Florida
$20.1M -$88.2K -310 -0.4%
WHG
365
Westwood Holdings Group
Texas
$20.1M +$3.7M +13,002 +23%
VFA
366
Valeo Financial Advisors
Indiana
$19.9M +$403K +1,417 +2%
SBLIC
367
Security Benefit Life Insurance Company
Kansas
$19.9M
Sumitomo Mitsui Trust Group
368
Sumitomo Mitsui Trust Group
Japan
$19.7M -$393K -1,380 -2%
BIM
369
Bridges Investment Management
Nebraska
$19.7M +$1.57M +5,527 +9%
EA
370
Efficient Advisors
Ohio
$19.7M -$663K -2,331 -3%
IFA
371
Interactive Financial Advisors
Illinois
$19.6M +$33.3K +117 +0.2%
SHGA
372
Sand Hill Global Advisors
California
$19.2M -$109K -382 -0.6%
PFA
373
Pettinga Financial Advisors
Indiana
$19.2M +$4.41M +15,513 +30%
CFGS
374
Concourse Financial Group Securities
Alabama
$19.1M +$1.03M +3,619 +6%
DSA
375
Droms Strauss Advisors
Missouri
$19M +$706K +2,481 +4%