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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 %
JWM
1501
JGP Wealth Management
Oregon
$242K
CM
1502
Churchill Management
California
$240K -$54.3K -184 -18%
LWS
1503
Lucia Wealth Services
California
$238K
KAM
1504
Knightsbridge Asset Management
California
$236K
NCM
1505
Neumann Capital Management
California
$236K
TH
1506
Timber Hill
Connecticut
$236K +$236K +800 New
ONST
1507
Old North State Trust
North Carolina
$234K
ANBT
1508
American National Bank & Trust
Texas
$231K
BI
1509
Bredin Investment
Delaware
$231K
GWS
1510
Glassman Wealth Services
Virginia
$230K -$32.1K -109 -12%
CM
1511
Columbus Macro
Pennsylvania
$230K +$230K +780 New
CAL
1512
Capital Advisors Ltd
Ohio
$229K -$10.6K -36 -4%
DWA
1513
Dougherty Wealth Advisers
Minnesota
$228K
SIM
1514
Sonora Investment Management
Arizona
$228K +$10K +34 +5%
SHWM
1515
Smith & Howard Wealth Management
Georgia
$226K
FFG
1516
Ford Financial Group
California
$226K +$226K +770 New
EW
1517
Emerson Wealth
Michigan
$224K
TD Asset Management
1518
TD Asset Management
Ontario, Canada
$223K -$24.5K -83 -10%
ACM
1519
Ategra Capital Management
Virginia
$222K
AC
1520
Avestar Capital
New York
$220K -$7.28K -25 -3%
IC
1521
Investment Counsel
Michigan
$220K
SVCP
1522
Silicon Valley Capital Partners
California
$219K -$23.3K -79 -10%
TAM
1523
Tradition Asset Management
Virginia
$218K +$218K +740 New
BFS
1524
Bradley Foster & Sargent
Connecticut
$217K -$63.4K -215 -23%
KTC
1525
Kistler-Tiffany Companies
Pennsylvania
$217K