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iShares Core S&P 500 ETF

1,163 hedge funds and large institutions have $80.8B invested in iShares Core S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 520 increasing their positions, 403 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
+23
Holders Change %
+2.02%
% of All Funds
29.04%
Holding in Top 10
342
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.59%
% of All Funds
8.54%
New
77
Increased
520
Reduced
403
Closed
42
Calls
$33.9M
Puts
$9.9M
Net Calls
+$24M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
276
Private Trust Company
Ohio
$20.7M -$65.5K -259 -0.3%
HWA
277
Heritage Way Advisors
Illinois
$20.5M +$634K +2,508 +3%
EA
278
Efficient Advisors
Ohio
$20.3M -$522K -2,062 -3%
Janus Henderson Group
279
Janus Henderson Group
United Kingdom
$20.1M +$1.15M +4,555 +6%
SAM
280
Securian Asset Management
Minnesota
$20.1M
MFT
281
Moisand Fitzgerald Tamayo
Florida
$20.1M +$2.08M +8,240 +12%
SHGA
282
Sand Hill Global Advisors
California
$19.7M -$535K -2,114 -3%
CPSAC
283
Chas P. Smith & Associates (CPS)
Florida
$19.6M -$601K -2,377 -3%
Kayne Anderson Rudnick Investment Management
284
Kayne Anderson Rudnick Investment Management
California
$19.1M +$113K +446 +0.6%
LFAS
285
Level Four Advisory Services
Texas
$19.1M +$1.58M +6,241 +9%
MIS
286
Morningstar Investment Services
Illinois
$18.9M +$3.84M +15,167 +26%
NA
287
NewEdge Advisors
Louisiana
$18.8M +$8.15M +31,873 +77%
WTB
288
Washington Trust Bank
Washington
$18.5M
SHIM
289
Stone House Investment Management
Pennsylvania
$18.4M -$250K -990 -1%
IH
290
IFC Holdings
Florida
$18.3M +$2.73M +10,772 +17%
TAT
291
TD Ameritrade Trust
Colorado
$18.3M +$18.3M +70,779 New
GLA
292
Good Life Advisors
Pennsylvania
$18.3M +$2.82M +11,009 +18%
PHAM
293
Palisades Hudson Asset Management
Florida
$18.2M -$584K -2,308 -3%
CWM
294
Confluence Wealth Management
Oregon
$18.2M -$1.07M -4,218 -6%
AIP
295
Ameritas Investment Partners
Nebraska
$18M +$1.71M +6,750 +10%
CG
296
Colony Group
Massachusetts
$17.9M -$184K -727 -1%
Cerity Partners
297
Cerity Partners
New York
$17.8M +$17.8M +70,420 New
MFS
298
Monetta Financial Services
Illinois
$17.7M
NPF
299
Norris Perne & French
Michigan
$17.6M +$355K +1,402 +2%
ICOA
300
Investment Centers of America
North Dakota
$17.4M +$2.28M +9,014 +15%