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iShares Core S&P 500 ETF

688 hedge funds and large institutions have $28.1B invested in iShares Core S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 303 increasing their positions, 236 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+16
Holders Change %
+2.38%
% of All Funds
19.98%
Holding in Top 10
172
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.61%
% of All Funds
4.99%
New
46
Increased
303
Reduced
236
Closed
22
Calls
$36.2M
Puts
$22.8M
Net Calls
+$13.4M
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Confluence Wealth Management
Oregon
$8.25M +$501K +2,527 +6%
SCA
227
Strategic Capital Alternatives
United States
$8.23M +$8.23M +41,532 New
CL
228
Choreo LLC
Illinois
$8.16M +$341K +1,718 +4%
MC
229
Miles Capital
Iowa
$8.13M -$372K -1,877 -4%
FF
230
Friedenthal Financial
New Jersey
$7.91M +$6.94M +34,992 +714%
WSFS
231
Wilmington Savings Fund Society
Delaware
$7.88M -$1.04M -5,267 -12%
TCM
232
Twele Capital Management
Minnesota
$7.88M -$11.1K -56 -0.1%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$7.85M +$1.19M +5,978 +18%
GT
234
Greenleaf Trust
Michigan
$7.78M -$126K -634 -2%
GAM
235
Gould Asset Management
California
$7.63M +$1.68M +8,480 +28%
MGIA
236
Moneta Group Investment Advisors
Missouri
$7.63M +$1.58M +7,958 +26%
CFC
237
Coyle Financial Counsel
Illinois
$7.49M +$253K +1,275 +3%
TFO
238
Tarbox Family Office
California
$7.49M +$381K +1,921 +5%
AFG
239
Arkansas Financial Group
Arkansas
$7.46M +$120K +604 +2%
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$7.46M +$13.7K +69 +0.2%
CC
241
Cadinha & Co
Hawaii
$7.41M +$1.19M +5,980 +19%
HighTower Advisors
242
HighTower Advisors
Illinois
$7.36M +$4.49M +22,646 +157%
SI
243
SII Investments
Wisconsin
$7.33M +$364K +1,833 +5%
BFG
244
Beacon Financial Group
Texas
$7.07M -$857K -7,720 -11%
MCM
245
Maryland Capital Management
Maryland
$7.06M +$5.55K +28 +0.1%
IH
246
IFC Holdings
Florida
$6.92M +$190K +960 +3%
FA
247
FDx Advisors
Illinois
$6.8M +$828K +4,174 +14%
SC
248
Savant Capital
Illinois
$6.8M -$163K -824 -2%
TWA
249
TCI Wealth Advisors
Arizona
$6.6M -$164K -829 -2%
CIA
250
Capital Investment Advisors
Georgia
$6.53M +$239K +1,205 +4%