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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 %
SIM
526
Stratos Investment Management
Ohio
$10.9M +$4.17M +14,137 +62%
AAS
527
Annex Advisory Services
Wisconsin
$10.8M +$39.2K +133 +0.4%
SBSB
528
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.7M -$64K -217 -0.6%
RWG
529
Regal Wealth Group
California
$10.6M +$20K +68 +0.2%
FC
530
Fulcrum Capital
Washington
$10.5M -$2.56M -8,683 -20%
TA
531
Tiptree Advisors
New York
$10.5M +$10.5M +35,500 New
RJT
532
Raymond James Trust
Florida
$10.4M +$946K +3,209 +10%
DWT
533
Dorsey & Whitney Trust
South Dakota
$10.3M +$574K +1,949 +6%
CHA
534
Cooper/Haims Advisors
New York
$10.2M -$803K -2,725 -7%
ACP
535
Aveo Capital Partners
Colorado
$10M +$464K +1,531 +5%
FTS
536
Fifth Third Securities
Ohio
$9.99M +$9.99M +33,907 New
FCB
537
First Command Bank
Texas
$9.96M +$569K +1,932 +6%
FCFS
538
First Command Financial Services
Texas
$9.96M +$569K +1,932 +6%
CAM
539
Concorde Asset Management
Michigan
$9.94M +$827K +2,804 +9%
PEA
540
Pacific Edge Advisors
California
$9.93M -$769K -2,610 -7%
CS
541
Credit Suisse
Switzerland
$9.9M -$2.62M -8,885 -21%
BPA
542
Beacon Pointe Advisors
California
$9.9M +$2.25M +7,620 +29%
GIA
543
Gladstone Institutional Advisory
Florida
$9.9M -$1.56M -5,281 -14%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$9.89M -$544K -1,846 -5%
KIG
545
Kessler Investment Group
Indiana
$9.88M +$239K +810 +2%
MYIA
546
Mount Yale Investment Advisors
Colorado
$9.87M +$121K +416 +1%
GAM
547
Gould Asset Management
California
$9.83M +$354K +1,200 +4%
DZ Bank
548
DZ Bank
Germany
$9.8M +$842K +2,857 +9%
LDFR
549
Lehman & Derafelo Financial Resources
Pennsylvania
$9.78M -$9.9K -33 -0.1%
BPCE
550
Bank Pictet & Cie (Europe)
Germany
$9.69M +$2.96M +10,040 +44%