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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 %
GHA
301
Garcia Hamilton & Associates
Texas
$17.4M
PP
302
Prudential plc
United Kingdom
$17.2M -$4.2M -16,625 -20%
SSW
303
Smith Shellnut Wilson
Mississippi
$16.8M +$10.1M +39,876 +150%
LGWM
304
Litman Gregory Wealth Management
California
$16.8M +$107K +425 +0.6%
OFG
305
Oxford Financial Group
Indiana
$16.7M -$5.93M -23,455 -26%
BUB
306
BBVA USA Bancshares
Texas
$16.6M -$404K -1,596 -2%
MAS
307
Managed Account Services
Florida
$16.6M +$57.9K +229 +0.4%
MSA
308
Mason Street Advisors
Wisconsin
$16.5M +$7.46M +29,500 +82%
CA
309
Cornerstone Advisory
Maryland
$16.4M -$84K -332 -0.5%
CA
310
Cambridge Associates
Massachusetts
$16.4M +$1.61M +6,384 +11%
GC
311
Grimes & Company
Massachusetts
$16.2M +$243K +960 +2%
WFWM
312
Wechter Feldman Wealth Management
New Jersey
$16.1M -$660K -2,608 -4%
RIA
313
Regal Investment Advisors
Michigan
$16M +$260K +1,026 +2%
KWMG
314
King Wealth Management Group
Florida
$16M +$2.94M +11,625 +23%
VCM
315
Vision Capital Management
Oregon
$16M -$579K -2,289 -3%
NSLI
316
Nan Shan Life Insurance
Taiwan
$16M +$15.1M +59,878 +1,814%
IIC
317
Integrated Investment Consultants
Michigan
$15.6M
HI
318
Hudock Inc
Pennsylvania
$15.6M +$947K +3,743 +6%
RWM
319
Rezny Wealth Management
Florida
$15.5M -$434K -1,714 -3%
MCM
320
Makena Capital Management
California
$15.3M -$22.5M -88,976 -60%
BCM
321
BTC Capital Management
Iowa
$15.1M -$745K -2,945 -5%
CFGF
322
Compass Financial Group (Florida)
Florida
$15M -$196K -774 -1%
BMCM
323
Bryn Mawr Capital Management
Pennsylvania
$15M +$945K +3,738 +7%
I
324
IberiaBank
Louisiana
$14.9M +$11.1M +43,607 +294%
CC
325
Cadinha & Co
Hawaii
$14.9M +$635K +2,511 +4%