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iShares Core S&P 500 ETF

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Cambridge Associates
Massachusetts
$13.6M +$8.72M +36,755 +179%
CL
302
Choreo LLC
Illinois
$13.6M +$699K +2,947 +5%
PBO
303
Peoples Bank (Ohio)
Ohio
$13.5M +$90.6K +382 +0.7%
LGWM
304
Litman Gregory Wealth Management
California
$13.5M +$1.26M +5,301 +10%
WTC
305
WhitTier Trust Company
Nevada
$13.3M -$86.6K -365 -0.6%
TG
306
Threshold Group
Washington
$13.1M +$1.32M +5,551 +11%
AGA
307
Accuvest Global Advisors
Utah
$12.9M +$8.67M +36,524 +205%
GLA
308
Good Life Advisors
Pennsylvania
$12.8M +$1.34M +5,660 +12%
CA
309
Cornerstone Advisory
Maryland
$12.7M +$51.7K +218 +0.4%
CIR
310
Clear Investment Research
Georgia
$12.5M +$160K +673 +1%
PFO
311
Pathstone Family Office
New Jersey
$12.4M +$2.14M +9,028 +21%
MGIA
312
Moneta Group Investment Advisors
Missouri
$12.4M +$1.57M +6,614 +15%
AIIMS
313
Analyst IMS Investment Management Services
Israel
$12.3M -$3.05M -12,871 -20%
BJL
314
Brighton Jones LLC
Washington
$12.2M +$9.58M +40,385 +361%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$12M -$599K -2,525 -5%
CIA
316
Capital Investment Advisors
Georgia
$12M +$291K +1,228 +2%
EMA
317
Efficient Market Advisors
California
$12M +$6.24M +26,283 +109%
WCM
318
Windsor Capital Management
Arizona
$11.8M +$1.15M +4,843 +11%
PHAM
319
Palisades Hudson Asset Management
Florida
$11.8M +$224K +944 +2%
EWM
320
Evercore Wealth Management
New York
$11.5M +$1.65M +6,968 +17%
IH
321
IFC Holdings
Florida
$11.4M +$2.77M +11,663 +32%
SC
322
SouthState Corp
Florida
$11.2M -$308K -1,298 -3%
RWMH
323
Riverpoint Wealth Management Holdings
Illinois
$11.2M -$97.1K -411 -0.9%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$11.2M +$413K +1,740 +4%
SMC
325
Smith, Moore & Co
Missouri
$11.2M -$27.8K -117 -0.2%