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iShares Core S&P 500 ETF

903 hedge funds and large institutions have $37.5B invested in iShares Core S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 399 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+94
Holders Change %
+11.62%
% of All Funds
23.71%
Holding in Top 10
255
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+23.79%
% of All Funds
6.7%
New
146
Increased
399
Reduced
256
Closed
40
Calls
$27.5M
Puts
$22.5M
Net Calls
+$4.92M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
301
Maryland Capital Management
Maryland
$7.23M -$72.9K -356 -1%
BA
302
Bristlecone Advisors
Washington
$7.07M +$7.07M +34,521 New
NEPPG
303
New England Professional Planning Group
Rhode Island
$7.01M +$553K +2,699 +9%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$6.94M +$781K +3,813 +13%
TWA
305
TCI Wealth Advisors
Arizona
$6.88M +$27.5K +134 +0.4%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$6.85M +$108K +527 +2%
AIP
307
Ameritas Investment Partners
Nebraska
$6.82M +$1.32M +6,440 +24%
JGC
308
J. Goldman & Co
New York
$6.78M +$3.26M +15,900 +92%
KCM
309
Kanawha Capital Management
Virginia
$6.76M +$80.3K +392 +1%
BRM
310
Boston Research & Management
Massachusetts
$6.72M +$5.59M +27,282 +495%
TG
311
Threshold Group
Washington
$6.71M +$6.71M +32,773 New
CCS
312
Crosspoint Capital Strategies
California
$6.67M +$6.53M +31,567 +4,542%
WSFS
313
Wilmington Savings Fund Society
Delaware
$6.6M -$43.4K -212 -0.7%
VIA
314
Vantage Investment Advisors
Pennsylvania
$6.56M +$1.12M +5,489 +21%
CIR
315
Clear Investment Research
Georgia
$6.56M +$544K +2,656 +9%
IA
316
Ibbotson Associates
Illinois
$6.52M +$316K +1,544 +5%
JFA
317
JNBA Financial Advisors
Minnesota
$6.48M -$45.3K -221 -0.7%
FNBT
318
FineMark National Bank & Trust
Florida
$6.45M -$285K -1,393 -4%
PJSIMP
319
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.43M +$147K +717 +2%
RWG
320
Regal Wealth Group
California
$6.42M +$6.42M +31,334 New
TCM
321
Tuttle Capital Management
Connecticut
$6.42M -$3.92M -19,143 -38%
SI
322
SII Investments
Wisconsin
$6.42M -$503K -2,454 -7%
IH
323
IFC Holdings
Florida
$6.37M +$136K +665 +2%
CW
324
Cobiz Wealth
Colorado
$6.21M -$839K -4,094 -12%
SC
325
Savant Capital
Illinois
$6.16M +$80.1K +391 +1%