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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 %
ST
401
Smithfield Trust
Pennsylvania
$9.23M +$929K +3,671 +11%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$9.22M -$411K -1,625 -4%
FPFS
403
First Personal Financial Services
North Carolina
$9.19M +$39.5K +156 +0.4%
PJSIMP
404
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.87M -$799K -3,160 -8%
KCM
405
Kanawha Capital Management
Virginia
$8.85M +$263K +1,040 +3%
HSA
406
HBK Sorce Advisory
Pennsylvania
$8.81M -$483K -1,911 -5%
EA
407
Elm Advisors
California
$8.8M -$132K -520 -1%
BPCE
408
Bank Pictet & Cie (Europe)
Germany
$8.8M +$2.16M +8,530 +32%
TFF
409
The Family Firm
Maryland
$8.79M -$20K -79 -0.2%
SSWM
410
Sheets Smith Wealth Management
North Carolina
$8.74M -$44K -174 -0.5%
MCM
411
Maryland Capital Management
Maryland
$8.65M -$346K -1,369 -4%
LA
412
Lynch & Associates
Indiana
$8.64M +$155K +611 +2%
BFA
413
Beaumont Financial Advisors
Massachusetts
$8.58M -$158K -623 -2%
TWA
414
TCI Wealth Advisors
Arizona
$8.51M -$5.56K -22 -0.1%
ST
415
Sageworth Trust
Pennsylvania
$8.51M -$22.8K -90 -0.3%
CFA
416
Carroll Financial Associates
North Carolina
$8.27M +$229K +895 +3%
PFA
417
Pinnacle Family Advisors
Missouri
$8.26M +$607K +2,401 +8%
RWG
418
Regal Wealth Group
California
$8.24M -$52.4K -207 -0.6%
SCA
419
Stonebridge Capital Advisors
Minnesota
$8.23M +$743K +2,936 +10%
EWM
420
Evermay Wealth Management
Virginia
$8.23M +$1.14M +4,525 +16%
BCM
421
Beck Capital Management
Texas
$8.1M +$605K +2,392 +8%
WHG
422
Westwood Holdings Group
Texas
$7.94M +$6.86M +27,105 +631%
DA
423
Doliver Advisors
Texas
$7.94M +$335K +1,324 +4%
NCM
424
Narwhal Capital Management
Georgia
$7.86M -$243K -960 -3%
RCYC
425
Richard C. Young & Co
Rhode Island
$7.82M -$267K -1,057 -3%