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iShares Core S&P 500 ETF

557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+22
Holders Change %
+4.11%
% of All Funds
18.07%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
4.05%
New
57
Increased
216
Reduced
194
Closed
29
Calls
$69.3M
Puts
$52.2M
Net Calls
+$17.1M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Shares
Change %
SGK
226
Steigerwald Gordon & Koch
Virginia
$4.02M +$4.68K +28 +0.1%
BHIA
227
Birch Hill Investment Advisors
Massachusetts
$3.99M -$35.3K -209 -0.9%
CW
228
Cobiz Wealth
Colorado
$3.97M +$130K +771 +3%
CWM
229
Cabot Wealth Management
Massachusetts
$3.95M -$87.5K -518 -2%
ICOA
230
Investment Centers of America
North Dakota
$3.89M +$1.04M +6,139 +37%
CA
231
Cetera Advisors
Colorado
$3.77M +$434K +2,571 +13%
AAS
232
Annex Advisory Services
Wisconsin
$3.65M -$401K -2,373 -10%
Chevy Chase Trust
233
Chevy Chase Trust
Maryland
$3.59M +$1.96M +11,580 +120%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$3.56M +$1.69K +10 +0%
LA
235
Lynch & Associates
Indiana
$3.46M +$226K +1,336 +7%
CB
236
Chemical Bank
Michigan
$3.44M +$3.44M +20,369 New
MMLI
237
Massachusetts Mutual Life Insurance
Massachusetts
$3.44M +$3.44M +20,367 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$3.33M +$3.33M +19,718 New
MFS
239
MSI Financial Services
Massachusetts
$3.3M +$514K +3,042 +18%
BWP
240
BSW Wealth Partners
Colorado
$3.2M +$283K +1,674 +10%
FWM
241
Focused Wealth Management
New York
$3.18M +$3.18M +18,846 New
EWM
242
Evercore Wealth Management
New York
$3.16M +$726K +4,300 +30%
Connor, Clark & Lunn Investment Management (CC&L)
243
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.15M
RBC
244
Ronald Blue & Co
Georgia
$3.1M -$126K -746 -4%
HighTower Advisors
245
HighTower Advisors
Illinois
$3.09M -$1.65M -9,739 -35%
IH
246
IFC Holdings
Florida
$3.09M +$375K +2,203 +14%
CTA
247
Colonial Trust Advisors
South Carolina
$2.99M -$41K -243 -1%
DG
248
Davidson & Garrard
Virginia
$2.95M +$299K +1,768 +11%
3AM
249
3D Asset Management
Connecticut
$2.95M -$14.2M -84,196 -83%
WCWM
250
Wooster Corthell Wealth Management
Connecticut
$2.91M -$413K -2,445 -12%