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iShares Core S&P 500 ETF

557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+22
Holders Change %
+4.11%
% of All Funds
18.07%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
4.05%
New
57
Increased
216
Reduced
194
Closed
29
Calls
$69.3M
Puts
$52.2M
Net Calls
+$17.1M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
376
NTV Asset Management
West Virginia
$872K +$220K +1,301 +34%
SCM
377
Sterneck Capital Management
Missouri
$866K -$38K -225 -4%
CCM
378
Chinook Capital Management
Oregon
$862K
MS
379
Marshall & Sullivan
Washington
$845K
BOS
380
Bank of Stockton
California
$811K -$59.1K -350 -7%
GIM
381
Goelzer Investment Management
Indiana
$808K -$822K -4,866 -50%
TCM
382
Telos Capital Management
California
$804K +$177K +1,050 +28%
PP
383
Patten & Patten
Tennessee
$792K -$76.5K -453 -9%
WB
384
WesBanco Bank
West Virginia
$792K +$152K +898 +24%
LC
385
Lilley & Co
Michigan
$781K +$30.2K +179 +4%
CCM
386
Coldstream Capital Management
Washington
$772K +$169 +1 +0%
AC
387
Alexandria Capital
Virginia
$752K -$5.91K -35 -0.8%
WPC
388
Waters Parkerson & Co
Louisiana
$748K +$1.69K +10 +0.2%
RC
389
RegentAtlantic Capital
New Jersey
$736K -$19.1K -113 -3%
TSWM
390
Triangle Securities Wealth Management
North Carolina
$718K
BSW
391
Buckingham Strategic Wealth
Missouri
$705K -$48.7K -288 -6%
BOTOTLSJU
392
Board of Trustees of The Leland Stanford Junior University
California
$693K -$1.03M -6,074 -60%
RG
393
Rathbones Group
United Kingdom
$683K
PPCM
394
Pillar Pacific Capital Management
California
$665K -$51.5K -305 -7%
GIA
395
GHP Investment Advisors
Colorado
$651K +$1.18K +7 +0.2%
PFM
396
Parsec Financial Management
North Carolina
$647K -$31.2K -185 -5%
BHTS
397
Bar Harbor Trust Services
Maine
$645K
EWA
398
Exencial Wealth Advisors
Oklahoma
$641K
DC
399
Davenport & Co
Virginia
$636K +$5.07K +30 +0.8%
NFG
400
Nadler Financial Group
Illinois
$636K