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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 %
BCM
401
Brookmont Capital Management
Texas
$628K -$9.63K -57 -2%
AAM
402
Aureus Asset Management
Massachusetts
$624K +$32.9K +195 +6%
CRC
403
Curi RMB Capital
Illinois
$623K
JIR
404
James Investment Research
Ohio
$622K -$148K -875 -19%
SBH
405
Segall Bryant & Hamill
Illinois
$615K +$122K +724 +25%
Jane Street
406
Jane Street
New York
$608K -$1.94M -11,480 -76%
HAIM
407
Hunter Associates Investment Management
Pennsylvania
$607K
TCOV
408
Trust Company of Vermont
Vermont
$605K +$27K +160 +5%
SNT
409
Security National Trust
West Virginia
$592K -$39.7K -235 -6%
PWM
410
ParenteBeard Wealth Management
Pennsylvania
$579K -$221K -1,306 -28%
JWA
411
JFS Wealth Advisors
Pennsylvania
$577K +$34.9K +207 +6%
NPIT
412
National Penn Investors Trust
Pennsylvania
$560K +$184K +1,088 +49%
KTC
413
Kistler-Tiffany Companies
Pennsylvania
$554K -$5.24K -31 -0.9%
WI
414
WHV Investments
California
$554K +$277K +1,680 +100%
HL
415
HeadInvest LLC
Maine
$541K
WSA
416
Willow Street Advisors
Florida
$530K +$392K +2,319 +284%
HCM
417
HM Capital Management
Missouri
$528K +$87.2K +516 +20%
WFMPM
418
Woodley Farra Manion Portfolio Management
Indiana
$527K +$175K +1,037 +50%
FGP
419
Foyston, Gordon, & Payne
Ontario, Canada
$524K
UR
420
USCA RIA
Texas
$513K -$39K -231 -7%
BAM
421
Boyar Asset Management
New York
$507K +$507K +3,003 New
BAS
422
Brown Advisory Securities
Maryland
$496K +$496K +2,937 New
EK
423
Evensky & Katz
Florida
$494K +$2.36K +14 +0.5%
CTC
424
Central Trust Company
Missouri
$492K -$27K -160 -5%
B
425
Bailard
California
$483K -$49.8K -295 -9%