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iShares Core S&P 500 ETF

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M
Name Holding Trade Value Shares
Change
Shares
Change %
PL
701
Plancorp LLC
Missouri
$1.43M -$233K -956 -14%
AIM
702
Aspen Investment Management
Michigan
$1.43M
AFS
703
Access Financial Services
Minnesota
$1.42M -$103K -425 -7%
RCWMU
704
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.42M
PC
705
Pecaut & Co
Iowa
$1.41M
RHBC
706
R.H. Bluestein & Co
Michigan
$1.4M -$126K -519 -8%
HAM
707
Highstreet Asset Management
Ontario, Canada
$1.4M +$1.4M +5,748 New
ADL
708
Asset Dedication LLC
California
$1.38M +$19.7K +81 +1%
EP
709
Edgestream Partners
New Jersey
$1.38M -$128K -524 -8%
SCA
710
Sage Capital Advisors
South Dakota
$1.36M +$1.36M +5,592 New
GP
711
Girard Partners
Pennsylvania
$1.36M +$23.6K +97 +2%
JIP
712
Jaffetilchin Investment Partners
Florida
$1.34M -$2.07M -8,487 -61%
CWM
713
Concert Wealth Management
California
$1.34M -$3.74M -15,365 -74%
MCM
714
McRae Capital Management
New Jersey
$1.33M
PWAG
715
Polaris Wealth Advisory Group
California
$1.32M +$1.32M +5,438 New
RC
716
RegentAtlantic Capital
New Jersey
$1.32M -$20.2K -83 -2%
CWA
717
Cypress Wealth Advisors
California
$1.29M -$582K -2,391 -31%
EWM
718
Empirical Wealth Management
Washington
$1.28M +$128K +527 +11%
LFG
719
LifePlan Financial Group
Ohio
$1.26M +$159K +655 +15%
NAM
720
NTV Asset Management
West Virginia
$1.24M +$487 +2 +0%
BG
721
Bahl & Gaynor
Ohio
$1.24M +$473K +1,943 +62%
CCM
722
Colorado Capital Management
Colorado
$1.24M +$11.9K +49 +1%
AP
723
Appleton Partners
Massachusetts
$1.24M -$426K -1,750 -26%
AMM
724
American Money Management
California
$1.23M +$31.7K +130 +3%
MS
725
Marshall & Sullivan
Washington
$1.22M