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iShares Core S&P 500 ETF

649 hedge funds and large institutions have $27.1B invested in iShares Core S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 271 increasing their positions, 223 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+14
Holders Change %
+2.2%
% of All Funds
18.76%
Holding in Top 10
161
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.62%
% of All Funds
4.65%
New
54
Increased
271
Reduced
223
Closed
35
Calls
$34.8M
Puts
$8.54M
Net Calls
+$26.2M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PPCM
451
Pillar Pacific Capital Management
California
$699K -$2.82K -15 -0.4%
CRC
452
Curi RMB Capital
Illinois
$694K
JIR
453
James Investment Research
Ohio
$693K
BCM
454
Brookmont Capital Management
Texas
$691K -$5.08K -27 -0.7%
UR
455
USCA RIA
Texas
$683K +$88.4K +470 +15%
CDIA
456
Capital Directions Investment Advisors
Georgia
$677K -$207K -1,101 -23%
EWA
457
Exencial Wealth Advisors
Oklahoma
$664K
AAM
458
Aureus Asset Management
Massachusetts
$658K
SNT
459
Security National Trust
West Virginia
$656K -$3.77K -20 -0.6%
SWM
460
SVA Wealth Management
Wisconsin
$656K +$38.6K +205 +6%
Sumitomo Mitsui Trust Group
461
Sumitomo Mitsui Trust Group
Japan
$647K -$1.31M -6,977 -67%
PIA
462
Peachtree Investment Advisors
Georgia
$633K
SCA
463
Stonebridge Capital Advisors
Minnesota
$631K
BSW
464
Buckingham Strategic Wealth
Missouri
$628K -$13.5K -72 -2%
BAS
465
Brown Advisory Securities
Maryland
$615K -$10.4K -55 -2%
KTC
466
Kistler-Tiffany Companies
Pennsylvania
$615K
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$614K -$1.64M -8,728 -73%
SFSG
468
Stearns Financial Services Group
North Carolina
$611K +$238K +1,265 +64%
PWM
469
ParenteBeard Wealth Management
Pennsylvania
$598K -$88.4K -470 -13%
CBN
470
Cadence Bank NA
Texas
$597K +$9.22K +49 +2%
MWR
471
McAdams Wright Ragen
Washington
$597K +$597K +3,177 New
CTC
472
Central Trust Company
Missouri
$594K +$75.8K +403 +15%
FGP
473
Foyston, Gordon, & Payne
Ontario, Canada
$583K
ASN
474
Advisory Services Network
Georgia
$580K +$95.4K +507 +20%
HL
475
HeadInvest LLC
Maine
$570K