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iShares Core S&P 500 ETF

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
751
Lebenthal Asset Management
New York
$890K -$75.2K -317 -8%
NA
752
NewEdge Advisors
Louisiana
$885K +$134K +568 +18%
HHGA
753
Halbert Hargrove Global Advisors
California
$865K
FPCG
754
Fort Pitt Capital Group
Pennsylvania
$863K -$48.7K -205 -5%
KBFS
755
Kohmann Bosshard Financial Services
Ohio
$863K
SBH
756
Segall Bryant & Hamill
Illinois
$862K -$902K -3,804 -51%
TIM
757
Total Investment Management
Arizona
$862K +$23K +97 +3%
BMM
758
Buffington Mohr McNeal
Idaho
$862K +$862K +3,633 New
IC
759
Iconiq Capital
California
$861K
CRC
760
Curi RMB Capital
Illinois
$860K -$10.2K -43 -1%
CA
761
Cortland Associates
Missouri
$838K -$191K -804 -19%
LC
762
LCNB Corp
Ohio
$832K -$5.93K -25 -0.7%
ACP
763
Aviance Capital Partners
Florida
$829K
HCA
764
Horan Capital Advisors
Ohio
$819K -$13.5K -57 -2%
PPCM
765
Pillar Pacific Capital Management
California
$816K -$6.41K -27 -0.8%
PWW
766
Pettyjohn Wood & White
Virginia
$807K -$31.6K -133 -4%
ISB
767
Iowa State Bank
Iowa
$804K
TF
768
Tompkins Financial
New York
$803K
IIM
769
Ipswich Investment Management
Massachusetts
$801K +$119K +500 +17%
WT
770
Washington Trust
Rhode Island
$791K -$2.61K -11 -0.3%
EGA
771
E&G Advisors
Texas
$789K +$22.8K +96 +3%
PMG
772
ProVise Management Group
Florida
$786K
RP
773
Riverbridge Partners
Minnesota
$777K -$29M -122,461 -97%
MG
774
McCutchen Group
Washington
$775K -$115K -484 -13%
WF
775
Welch & Forbes
Massachusetts
$770K