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iShares Core S&P 500 ETF

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
801
Luther King Capital Management (LKCM)
Texas
$610K -$292K -1,300 -32%
SBL
802
Sargent Bickham Lagudis
Colorado
$609K +$450K +1,999 +282%
CCM
803
Carlson Capital Management
Minnesota
$608K -$7.42K -33 -1%
GKWIM
804
Gerber Kawasaki Wealth & Investment Management
California
$607K +$355K +1,580 +141%
CDIA
805
Capital Directions Investment Advisors
Georgia
$606K
KIA
806
KCM Investment Advisors
California
$603K
LWM
807
Lenox Wealth Management
Ohio
$600K +$9.23K +41 +2%
BA
808
BKS Advisors
Michigan
$598K +$281K +1,249 +89%
LC
809
Lourd Capital
California
$594K
CPIG
810
Chicago Partners Investment Group
Illinois
$591K +$265K +1,177 +81%
ZF
811
Zhang Financial
Michigan
$590K -$130K -570 -18%
OI
812
Oakbrook Investments
Illinois
$589K +$589K +2,620 New
TCM
813
Traynor Capital Management
Pennsylvania
$584K +$10.8K +47 +2%
SFM
814
Signature Financial Management
Virginia
$583K -$379K -1,688 -39%
SLT
815
St Louis Trust
Missouri
$582K
BP
816
BBR Partners
New York
$580K +$580K +2,577 New
C
817
CFO4Life
Texas
$565K +$57.4K +255 +11%
PAMG
818
Patton Albertson Miller Group
Tennessee
$564K -$60.7K -270 -10%
SIA
819
Starfire Investment Advisers
Michigan
$559K +$900 +4 +0.2%
PCM
820
Pointe Capital Management
Michigan
$559K +$559K +2,483 New
VCP
821
Vista Capital Partners
Oregon
$552K +$203K +904 +58%
SFSG
822
Stearns Financial Services Group
North Carolina
$549K -$11.9K -53 -2%
FMW
823
Farr Miller & Washington
District of Columbia
$545K +$265K +1,176 +94%
BCM
824
Brookmont Capital Management
Texas
$540K -$3.38K -15 -0.6%
CAM
825
Concorde Asset Management
Michigan
$536K +$30.6K +136 +6%