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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 %
NA
201
NewEdge Advisors
Louisiana
$57.6M +$6.04M +20,489 +12%
California Public Employees Retirement System
202
California Public Employees Retirement System
California
$57.3M -$66.4M -225,382 -54%
EWF
203
Epstein & White Financial
California
$57M +$3.15M +10,795 +6%
UOC
204
University of Chicago
Illinois
$56.9M
MA
205
Montag & Associates
Georgia
$56.8M +$3.74M +12,698 +7%
WBG
206
Wharton Business Group
Pennsylvania
$56.5M -$119K -405 -0.2%
CS
207
Comerica Securities
Michigan
$56M +$466K +1,580 +0.8%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$55.8M +$1.05M +3,578 +2%
CB
209
Commerce Bank
Missouri
$55.6M +$1.96M +6,658 +4%
CA
210
Cambridge Associates
Massachusetts
$55.6M -$36.5M -123,728 -40%
BCM
211
Brookstone Capital Management
Illinois
$55.1M -$6.49M -22,028 -11%
MFS
212
McNamara Financial Services
Massachusetts
$54.5M +$575K +2,022 +1%
EPM
213
Elm Partners Management
Pennsylvania
$54.2M +$10.5M +35,506 +24%
BF
214
BOK Financial
Oklahoma
$54.2M -$12M -40,747 -18%
FSWA
215
Financial Synergies Wealth Advisors
Texas
$54.1M +$866K +2,938 +2%
PFM
216
Phillips Financial Management
Indiana
$53.5M +$1.62M +5,448 +3%
AA
217
ALPS Advisors
Colorado
$53M -$6.73M -22,827 -11%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$52.8M +$2.45M +8,327 +5%
BWP
219
BSW Wealth Partners
Colorado
$52.4M +$120K +408 +0.2%
WT
220
Whittier Trust
California
$52.3M +$3.59M +12,164 +7%
HFBOT
221
Home Federal Bank of Tennessee
Tennessee
$52M +$799K +2,712 +2%
TAM
222
Tyers Asset Management
Texas
$50.4M +$20M +67,848 +66%
CC
223
Courier Capital
New York
$50M -$41.9K -142 -0.1%
LNC
224
Lincoln National Corp
Pennsylvania
$49.6M -$278K -942 -0.6%
RCM
225
Requisite Capital Management
Texas
$49.6M +$1.04M +3,513 +2%