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iShares Core S&P 500 ETF

635 hedge funds and large institutions have $27.2B invested in iShares Core S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 241 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+78
Holders Change %
+14%
% of All Funds
18.44%
Holding in Top 10
162
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+29.6%
% of All Funds
4.71%
New
117
Increased
241
Reduced
195
Closed
32
Calls
$12.9M
Puts
$22.9M
Net Calls
-$10M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
576
Vector Wealth Management
Minnesota
$220K +$220K +1,184 New
PFP
577
Pinnacle Financial Partners
Tennessee
$218K +$218K +1,175 New
1SB
578
1ST Source Bank
Indiana
$217K +$217K +1,171 New
HTC
579
Haverford Trust Company
Pennsylvania
$213K +$213K +1,150 New
BPB
580
Badgley, Phelps & Bell
Washington
$209K +$209K +1,125 New
WS
581
Wedbush Securities
California
$205K +$205K +1,102 New
ERIM
582
Eagle Ridge Investment Management
Connecticut
$201K +$201K +1,083 New
FWC
583
First Washington Corp
Washington
$195K -$9.29K -50 -5%
BAM
584
Barrett Asset Management
New York
$188K -$59.5K -320 -24%
JFA
585
JNBA Financial Advisors
Minnesota
$175K -$15.2K -82 -8%
TCM
586
TD Capital Management
Tennessee
$175K +$19.5K +105 +13%
AA
587
AlphaMark Advisors
Kentucky
$172K
WEC
588
Winslow Evans & Crocker
Massachusetts
$163K +$163K +880 New
BPBT
589
Boston Private Bank & Trust
Massachusetts
$161K
CG
590
Colony Group
Massachusetts
$160K +$160K +863 New
Toronto Dominion Bank
591
Toronto Dominion Bank
Ontario, Canada
$148K
RFA
592
Reilly Financial Advisors
California
$145K
NES
593
New England Securities
New York
$140K -$18K -97 -11%
1IC
594
1919 Investment Counsel
Maryland
$140K
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K
BFEC
596
Benjamin F. Edwards & Company
Missouri
$110K +$69.1K +372 +169%
SHWM
597
Smith & Howard Wealth Management
Georgia
$108K
RFS
598
Rockefeller Financial Services
New York
$90K -$16.3K -88 -15%
WC
599
Whitnell & Co
Illinois
$90K
TF
600
Tompkins Financial
New York
$88K