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iShares Core S&P 500 ETF

672 hedge funds and large institutions have $27.6B invested in iShares Core S&P 500 ETF in 2014 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 24 closing their positions.

Holders
672
Holders Change
+23
Holders Change %
+3.54%
% of All Funds
19.33%
Holding in Top 10
166
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.11%
% of All Funds
4.77%
New
50
Increased
282
Reduced
243
Closed
24
Calls
$36.5M
Puts
$16.8M
Net Calls
+$19.8M
Net Calls Change
-$6.46M
Name Market Value Shares Shares
Change
Shares
Change %
CWA
26
Convergent Wealth Advisors
Maryland
$273M 1,385,915 -88,019 -6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$255M 1,294,261 -61,960 -5%
BG
28
BlackRock Group
United Kingdom
$246M 1,250,455 -364,440 -23%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$244M 1,236,790 -458,101 -27%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$242M 1,228,701 -184,898 -13%
AA
31
Alesco Advisors
New York
$231M 1,173,949 +37,095 +3%
NLI
32
Nippon Life Insurance
Japan
$225M 1,140,500 +160,900 +16%
CS
33
Credit Suisse
Switzerland
$205M 1,039,378 +851,816 +454%
Nomura Holdings
34
Nomura Holdings
Japan
$197M 1,003,170 +990,563 +7,857%
U
35
UBS
Switzerland
$197M 999,375 +56,065 +6%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$181M 918,131 -34,017 -4%
HI
37
Horizon Investments
North Carolina
$180M 913,355 +393,235 +76%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$178M 904,314 -515 -0.1%
PP
39
Prudential plc
United Kingdom
$177M 897,659 -521,400 -37%
BIT
40
BlackRock Institutional Trust
California
$175M 887,602 +147,703 +20%
BDF
41
Balasa Dinverno & Foltz
$167M 848,217 +11,528 +1%
LPL Financial
42
LPL Financial
California
$156M 792,408 +25,059 +3%
SB
43
Suntrust Banks
Georgia
$141M 716,897 -83,732 -10%
SIM
44
Sentry Investment Management
Wisconsin
$138M 701,700 +9,300 +1%
JIC
45
Johnson Investment Counsel
Ohio
$136M 692,864 -2,213 -0.3%
Lazard Asset Management
46
Lazard Asset Management
New York
$135M 684,497 +880 +0.1%
AL
47
Aspiriant LLC
California
$127M 646,475 +3,114 +0.5%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$126M 641,600 +3,157 +0.5%
MAA
49
Managed Account Advisors
New Jersey
$124M 629,620 +311,780 +98%
PPA
50
Parametric Portfolio Associates
Washington
$109M 554,864 +175,364 +46%