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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 %
CCM
176
Coldstream Capital Management
Washington
$65.9M +$6.77M +22,956 +11%
RI
177
RPTC Inc
Wyoming
$65M +$301K +1,020 +0.5%
FMWA
178
Forvis Mazars Wealth Advisors
Missouri
$64.9M -$1.59M -5,388 -2%
RWM
179
Rezny Wealth Management
Florida
$64.3M +$5.12M +17,364 +9%
FCM
180
Flinton Capital Management
Pennsylvania
$64.1M +$25.5M +86,352 +66%
BDF
181
Balasa Dinverno & Foltz
$63.3M -$3.93M -13,336 -6%
SC
182
Stratford Consulting
Texas
$63.2M +$297K +1,008 +0.5%
BOH
183
Bank of Hawaii
Hawaii
$62.9M -$1.1M -3,738 -2%
MLIC
184
Mandatum Life Insurance Company
Finland
$62.4M -$3.34M -11,345 -5%
CCMG
185
Clark Capital Management Group
Pennsylvania
$62.1M -$35.3M -119,593 -36%
CFG
186
Citizens Financial Group
Rhode Island
$62.1M -$8.94M -30,328 -13%
William Blair & Company
187
William Blair & Company
Illinois
$61.8M +$7.75M +26,295 +14%
Chevy Chase Trust
188
Chevy Chase Trust
Maryland
$61.2M +$12.4M +41,969 +25%
MIH
189
Meitav Investment House
Israel
$61.2M -$62.6M -212,405 -51%
SIMM
190
Stillwater Investment Management (Minnesota)
Minnesota
$61.1M -$2.4M -8,139 -4%
AAS
191
Avantax Advisory Services
Texas
$60.8M +$6.84M +23,211 +13%
BAAM
192
Baker Avenue Asset Management
California
$60.6M +$2.17M +7,379 +4%
CAN
193
Cetera Advisor Networks
California
$60.5M +$1.32M +4,480 +2%
SSB
194
Sandy Spring Bank
Maryland
$60.3M +$1.64M +5,579 +3%
CIM
195
CIM Investment Management
Pennsylvania
$60M -$910K -3,088 -1%
GWM
196
Geneos Wealth Management
Colorado
$59.8M -$596K -2,022 -1%
SIM
197
SSI Investment Management
California
$59.5M -$126K -426 -0.2%
SW
198
SVB Wealth
Massachusetts
$59.1M +$59.1M +200,600 New
GT
199
Glenview Trust
Kentucky
$59M -$328K -1,114 -0.6%
SS
200
Simplicity Solutions
Minnesota
$58.5M +$11.9M +40,219 +25%