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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 %
KF
501
Krilogy Financial
Missouri
$4.98M +$65.8K +260 +1%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$4.96M +$4.96M +19,608 New
MWM
503
Mascoma Wealth Management
New Hampshire
$4.96M -$451K -1,784 -8%
BWP
504
Baldwin Wealth Partners
Massachusetts
$4.89M -$210K -829 -4%
WP
505
WMS Partners
Maryland
$4.86M -$140K -552 -3%
WA
506
WealthTrust-Arizona
Arizona
$4.85M +$227K +897 +5%
CI
507
Cavalier Investments
Georgia
$4.81M +$4.27M +16,903 +805%
SGK
508
Steigerwald Gordon & Koch
Virginia
$4.8M -$30.6K -122 -0.6%
S
509
Schroders
United Kingdom
$4.73M +$4.73M +18,255 New
GG
510
Gofen & Glossberg
Illinois
$4.71M +$134K +530 +3%
OCM
511
One Capital Management
California
$4.66M -$426K -1,684 -8%
CCM
512
Canal Capital Management
Virginia
$4.61M +$94.6K +374 +2%
EA
513
Edge Advisors
Georgia
$4.57M
AIA
514
Avalon Investment & Advisory
Texas
$4.55M -$1.02M -4,028 -18%
BL
515
BFSG LLC
California
$4.47M +$8.85K +35 +0.2%
MC
516
Middleton & Co
Massachusetts
$4.42M +$413K +1,634 +10%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$4.37M -$1.57M -6,206 -26%
MMI
518
Matson Money Inc
Ohio
$4.37M +$4.37M +17,280 New
VAM
519
Visionary Asset Management
Texas
$4.35M -$626K -2,477 -13%
LWAC
520
Laurel Wealth Advisors (California)
California
$4.34M +$105K +417 +2%
LCOV
521
London Company of Virginia
Virginia
$4.33M +$3.89M +15,392 +893%
KL
522
KWMG LLC
Kansas
$4.29M -$84.5K -334 -2%
MI
523
Moneywise Inc
Virginia
$4.24M -$172K -679 -4%
FC
524
Financial Consulate
Maryland
$4.23M -$1.18M -4,659 -22%
PAM
525
Peak Asset Management
Colorado
$4.2M -$296K -1,169 -7%