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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 %
PMFA
501
Plante Moran Financial Advisors
Michigan
$12.3M -$205K -696 -2%
LFS
502
Lutz Financial Services
Nebraska
$12.2M +$593K +2,011 +5%
BWM
503
BT Wealth Management
Georgia
$12.2M +$982K +3,390 +9%
CA
504
Clearstead Advisors
Ohio
$12.2M -$161K -545 -1%
GCA
505
Gradient Capital Advisors
California
$12.2M +$259K +878 +2%
BJL
506
Brighton Jones LLC
Washington
$12.2M -$31.2K -106 -0.3%
MSA
507
Marino Stram & Associates
Massachusetts
$12.1M +$166K +563 +1%
CAG
508
Crestwood Advisors Group
Massachusetts
$12.1M +$967K +3,282 +9%
PBO
509
Peoples Bank (Ohio)
Ohio
$12.1M -$1.1M -3,730 -8%
FFA
510
First Foundation Advisors
California
$12M +$953K +3,234 +9%
JFA
511
JNBA Financial Advisors
Minnesota
$11.9M -$691K -2,345 -5%
PI
512
PineBridge Investments
New York
$11.7M -$206K -700 -2%
RIS
513
Retirement Income Solutions
Michigan
$11.6M +$1.1M +3,735 +10%
WFPG
514
Waller Financial Planning Group
Ohio
$11.6M +$892K +2,965 +8%
TL
515
TrueWealth LLC
Georgia
$11.5M +$1.65M +5,582 +17%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$11.5M -$246K -833 -2%
FHC
517
First Heartland Consultants
Missouri
$11.4M +$5.46M +18,518 +92%
LA
518
Lynch & Associates
Indiana
$11.4M -$96.7K -328 -0.8%
Victory Capital Management
519
Victory Capital Management
Texas
$11.4M +$11.4M +38,660 New
PVH
520
Psagot Value Holdings
Israel
$11.4M -$188K -638 -2%
WA
521
Waverly Advisors
Alabama
$11.3M -$186K -631 -2%
PCP
522
Proficio Capital Partners
Massachusetts
$11.1M +$579K +1,966 +6%
AIM
523
Acropolis Investment Management
Missouri
$11M +$4.13K +14 +0%
PTC
524
Private Trust Company
Ohio
$11M -$2.28M -7,740 -17%
FA
525
Fiducient Advisors
Illinois
$10.9M -$6.59M -22,364 -38%