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iShares Core S&P 500 ETF

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
326
Integrated Investment Consultants
Michigan
$16.5M -$158K -580 -1%
PWS
327
Paragon Wealth Strategies
Florida
$16.3M +$1.57M +5,766 +11%
CC
328
Cadinha & Co
Hawaii
$16.3M +$707K +2,588 +5%
WCM
329
Windsor Capital Management
Arizona
$16.3M -$440K -1,610 -3%
FNT
330
First National Trust
Pennsylvania
$16.2M +$2M +7,308 +14%
SLF
331
Sun Life Financial
Ontario, Canada
$16.2M +$11.9M +43,475 +277%
CA
332
Cornerstone Advisory
Maryland
$16M +$51.6K +189 +0.3%
MIAN
333
Mariner Independent Advisor Network
Kansas
$15.9M -$18.5M -67,639 -54%
HI
334
Hudock Inc
Pennsylvania
$15.9M +$22.1K +81 +0.1%
WTC
335
WhitTier Trust Company
Nevada
$15.8M +$316K +1,158 +2%
LCOV
336
London Company of Virginia
Virginia
$15.8M -$559K -2,046 -3%
KTA
337
Keeley-Teton Advisors
Illinois
$15.6M +$542K +1,986 +4%
EWM
338
Evercore Wealth Management
New York
$15.5M +$3.74M +13,686 +32%
MAS
339
Managed Account Services
Florida
$15.4M -$247K -906 -2%
GAG
340
GM Advisory Group
New York
$15.4M +$427K +1,565 +3%
LFAS
341
Level Four Advisory Services
Texas
$15.4M +$7.1K +26 +0%
AWA
342
Artemis Wealth Advisors
New York
$15.4M +$15.1M +55,423 +5,834%
WAG
343
Winthrop Advisory Group
Massachusetts
$15.3M +$3.95M +14,480 +35%
RRC
344
Relaxing Retirement Coach
Massachusetts
$15.2M +$3.79M +13,893 +33%
WFWM
345
Wechter Feldman Wealth Management
New Jersey
$15.1M -$687K -2,535 -4%
LF
346
Lee Financial
Texas
$15.1M +$2.21M +8,107 +17%
MFT
347
Moisand Fitzgerald Tamayo
Florida
$15M -$507K -1,855 -3%
SIAM
348
Sterling Investment Advisors (Missouri)
Missouri
$14.7M -$294K -1,077 -2%
SPIA
349
Strategic Point Investment Advisors
Rhode Island
$14.7M +$6.73M +24,660 +85%
CIR
350
Clear Investment Research
Georgia
$14.7M