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iShares Core S&P 500 ETF

649 hedge funds and large institutions have $27.1B invested in iShares Core S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 271 increasing their positions, 223 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+14
Holders Change %
+2.2%
% of All Funds
18.76%
Holding in Top 10
161
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.62%
% of All Funds
4.65%
New
54
Increased
271
Reduced
223
Closed
35
Calls
$34.8M
Puts
$8.54M
Net Calls
+$26.2M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
226
Maryland Capital Management
Maryland
$6.7M -$799K -4,246 -11%
SI
227
SII Investments
Wisconsin
$6.67M +$70.9K +396 +1%
SC
228
Savant Capital
Illinois
$6.65M -$528K -2,804 -7%
AFG
229
Arkansas Financial Group
Arkansas
$6.65M +$197K +1,045 +3%
TWA
230
TCI Wealth Advisors
Arizona
$6.55M -$97.6K -519 -1%
SHGA
231
Sand Hill Global Advisors
California
$6.54M
PAG
232
Private Advisor Group
New Jersey
$6.53M +$4.38M +23,255 +203%
Chevy Chase Trust
233
Chevy Chase Trust
Maryland
$6.34M +$1.14M +6,045 +22%
H
234
Hexavest
Quebec, Canada
$6.29M -$15.6K -83 -0.2%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$6.21M +$708K +3,762 +13%
KCM
236
Kanawha Capital Management
Virginia
$6.19M +$49.9K +265 +0.8%
JFG
237
JMG Financial Group
Illinois
$5.86M -$71.3K -379 -1%
State Street
238
State Street
Massachusetts
$5.85M +$3.65M +19,417 +166%
Truist Financial
239
Truist Financial
North Carolina
$5.79M +$140K +745 +2%
ST
240
Sageworth Trust
Pennsylvania
$5.78M -$25.4K -135 -0.4%
IB
241
Intrust Bank
Kansas
$5.7M -$45.9K -244 -0.8%
IH
242
IFC Holdings
Florida
$5.7M +$1.37M +7,321 +32%
CIA
243
Capital Investment Advisors
Georgia
$5.68M +$63.2K +336 +1%
TMNFIC
244
Tokio Marine & Nichido Fire Insurance Company
Japan
$5.64M +$5.64M +30,000 New
TAM
245
Todd Asset Management
Kentucky
$5.64M -$354K -1,880 -6%
MGIA
246
Moneta Group Investment Advisors
Missouri
$5.59M +$132K +700 +2%
GT
247
Greenleaf Trust
Michigan
$5.56M +$1.45M +7,703 +35%
WB
248
Webster Bank
Connecticut
$5.56M +$443K +2,353 +9%
SC
249
Scotia Capital
Ontario, Canada
$5.42M +$138K +735 +3%
AAS
250
Annex Advisory Services
Wisconsin
$5.35M +$115K +613 +2%