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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 %
RWM
376
RKL Wealth Management
Pennsylvania
$10.6M +$3.47M +13,714 +48%
MWPCG
377
Measured Wealth Private Client Group
New Hampshire
$10.6M +$10.6M +42,006 New
CTA
378
Colonial Trust Advisors
South Carolina
$10.6M +$873K +3,450 +9%
SFG
379
StrategIQ Financial Group
Indiana
$10.5M +$260K +1,028 +3%
HT
380
Hefren-Tillotson
Pennsylvania
$10.3M +$980K +3,876 +10%
AA
381
Ancora Advisors
Ohio
$10.2M +$1.84M +7,289 +22%
HW
382
Hancock Whitney
Mississippi
$10.1M +$1.08M +4,250 +12%
CA
383
Cornerstone Advisors
North Carolina
$10.1M +$7.59M +30,000 +300%
TCM
384
Towercrest Capital Management
Pennsylvania
$10M -$106K -420 -1%
DG
385
Davidson & Garrard
Virginia
$10M +$94.6K +374 +1%
AWM
386
AE Wealth Management
Kansas
$9.96M -$1.32M -5,216 -12%
PMFA
387
Plante Moran Financial Advisors
Michigan
$9.96M +$4.7M +18,566 +89%
GAM
388
Gould Asset Management
California
$9.92M +$267K +1,055 +3%
SWP
389
Stratos Wealth Partners
Ohio
$9.91M +$565K +2,235 +6%
SAM
390
Silvercrest Asset Management
New York
$9.91M +$131K +517 +1%
State Street
391
State Street
Massachusetts
$9.83M -$2.8M -11,087 -22%
VWA
392
V Wealth Advisors
Kansas
$9.82M +$602K +2,383 +7%
DLHL
393
Donald L. Hagan LLC
Florida
$9.75M +$2.07M +8,189 +27%
HCM
394
Hollencrest Capital Management
California
$9.75M -$335K -1,326 -3%
FMBTD
395
First Midwest Bank Trust Division
Illinois
$9.75M -$5.07M -20,029 -34%
SBSB
396
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.65M -$285K -1,127 -3%
PAM
397
PVG Asset Management
Colorado
$9.61M -$695K -2,747 -7%
1IA
398
1834 Investment Advisors
Wisconsin
$9.6M +$1.18M +4,661 +14%
JGC
399
J. Goldman & Co
New York
$9.36M +$493K +1,950 +6%
TA
400
Tiedemann Advisors
New York
$9.3M +$206K +945 +2%