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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 %
Stifel Financial
151
Stifel Financial
Missouri
$78.9M +$24.6M +86,401 +45%
KIM
152
Karpus Investment Management
New York
$78M +$4.1M +14,205 +6%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$77.5M +$43.6M +153,189 +129%
MFBTD
154
MB Financial Bank - Trust Department
Illinois
$76.8M +$1.48M +5,208 +2%
HighTower Advisors
155
HighTower Advisors
Illinois
$76M +$4.51M +15,849 +6%
PAG
156
Private Advisor Group
New Jersey
$75.5M +$10M +35,189 +15%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$74.6M -$4.28M -15,045 -5%
CWM
158
Cahaba Wealth Management
Georgia
$71.1M +$5.3M +18,641 +8%
VFA
159
Voya Financial Advisors
Connecticut
$70.5M -$2.65M -9,378 -4%
PFO
160
Pathstone Family Office
New Jersey
$70.2M +$42.2M +148,326 +151%
TIM
161
Tortoise Investment Management
New York
$70M +$92.5K +325 +0.1%
FA
162
FDx Advisors
Illinois
$69.8M +$68.8M +241,720 +6,603%
FNBOH
163
First National Bank of Hutchinson
Kansas
$69.6M +$309K +1,064 +0.4%
PA
164
Parallel Advisors
California
$68.6M -$1.19M -4,189 -2%
CFG
165
Citizens Financial Group
Rhode Island
$68.6M +$29.4M +103,323 +75%
BS
166
Banco Santander
Spain
$68.4M -$59.7M -209,633 -47%
VC
167
Vicus Capital
Pennsylvania
$67.4M +$5.7M +20,047 +9%
CAL
168
Capital Analysts LLC
Pennsylvania
$66.8M +$1.08M +3,811 +2%
GFP
169
Gryphon Financial Partners
Ohio
$66.4M +$16.4M +57,474 +33%
BSB
170
Bangor Savings Bank
Maine
$65.2M -$1.43M -5,019 -2%
BDF
171
Balasa Dinverno & Foltz
$64.9M -$4.76M -16,726 -7%
GC
172
Gilbert & Cook
Iowa
$64.7M +$4.54M +15,937 +8%
BL
173
Balentine LLC
Georgia
$64.5M -$8.6M -30,208 -12%
RWP
174
RWA Wealth Partners
Massachusetts
$64.2M +$5.64M +19,833 +10%
FMWA
175
Forvis Mazars Wealth Advisors
Missouri
$64.2M +$1.9M +6,662 +3%