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iShares Core S&P 500 ETF

903 hedge funds and large institutions have $37.5B invested in iShares Core S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 399 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+94
Holders Change %
+11.62%
% of All Funds
23.71%
Holding in Top 10
255
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+23.79%
% of All Funds
6.7%
New
146
Increased
399
Reduced
256
Closed
40
Calls
$27.5M
Puts
$22.5M
Net Calls
+$4.92M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
HWP
426
Hefty Wealth Partners
Indiana
$2.97M +$2.97M +14,505 New
GF
427
Gerstein Fisher
New York
$2.97M +$154K +753 +5%
LWAC
428
Laurel Wealth Advisors (California)
California
$2.97M +$2.97M +14,481 New
RWA
429
Ropes Wealth Advisors
Massachusetts
$2.93M
WCWM
430
Wooster Corthell Wealth Management
Connecticut
$2.92M -$25.4K -124 -0.9%
DG
431
Davidson & Garrard
Virginia
$2.92M -$122K -594 -4%
PFG
432
Pacific Financial Group
Washington
$2.9M -$2.05K -10 -0.1%
AIA
433
Alerus Investment Advisors
Minnesota
$2.9M +$2.89M +14,093 +33,555%
Mawer Investment Management
434
Mawer Investment Management
Alberta, Canada
$2.89M +$2.89M +14,100 New
PCA
435
Peddock Capital Advisors
Massachusetts
$2.85M +$132K +642 +5%
HH
436
Hilltop Holdings
Texas
$2.85M -$336K -1,639 -11%
DT
437
Diversified Trust
Tennessee
$2.85M
RC
438
RBF Capital
California
$2.81M
BO
439
BRR OpCo
Ohio
$2.78M -$19.7K -96 -0.7%
TI
440
Truepoint Inc
Ohio
$2.78M +$661K +3,225 +31%
ACM
441
Argentus Capital Management
Texas
$2.78M -$9.83M -47,952 -78%
MCM
442
MV Capital Management
Maryland
$2.73M +$1.36M +6,660 +100%
FIMS
443
FBL Investment Management Services
Iowa
$2.72M
QCG
444
Quadrant Capital Group
Ohio
$2.65M -$201K -985 -7%
BFG
445
Beacon Financial Group
Texas
$2.64M +$2.09M +10,097 +379%
LIM
446
Leavell Investment Management
Alabama
$2.64M +$115K +560 +5%
Calamos Advisors
447
Calamos Advisors
Illinois
$2.62M +$1.62M +7,897 +161%
MBT
448
Montecito Bank & Trust
California
$2.62M -$3.69K -18 -0.1%
Zurich Cantonal Bank
449
Zurich Cantonal Bank
Switzerland
$2.61M +$2.61M +12,718 New
BOS
450
Bank of Stockton
California
$2.6M +$164K +800 +7%