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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 %
SWPG
801
Strategic Wealth Partners Group
Illinois
$948K +$416K +1,644 +78%
MG
802
McCutchen Group
Washington
$941K -$15.2K -60 -2%
IIM
803
Ipswich Investment Management
Massachusetts
$941K +$82.2K +325 +10%
MIM
804
Macroview Investment Management
Maryland
$930K +$296K +1,171 +47%
TNBTD
805
Trustmark National Bank Trust Department
Mississippi
$929K -$122K -481 -12%
SEIA
806
Signature Estate & Investment Advisors
California
$928K +$91.8K +363 +11%
WT
807
Washington Trust
Rhode Island
$925K +$24.5K +97 +3%
AWA
808
Arete Wealth Advisors
Illinois
$924K +$924K +3,653 New
IC
809
Iconiq Capital
California
$917K
KBFS
810
Kohmann Bosshard Financial Services
Ohio
$917K +$917K +3,625 New
SI
811
Stephens Inc
Arkansas
$897K -$193K -764 -18%
TF
812
Tompkins Financial
New York
$895K +$30.3K +120 +4%
EGA
813
E&G Advisors
Texas
$886K +$18K +71 +2%
CRC
814
Curi RMB Capital
Illinois
$885K
ACP
815
Aviance Capital Partners
Florida
$883K
GS
816
Girard Securities
California
$876K -$653K -2,577 -43%
HHGA
817
Halbert Hargrove Global Advisors
California
$876K -$45.5K -180 -5%
PWW
818
Pettyjohn Wood & White
Virginia
$860K
WF
819
Welch & Forbes
Massachusetts
$859K -$14.9K -59 -2%
PWMAG
820
Pinnacle Wealth Management Advisory Group
New Jersey
$859K +$316K +1,250 +58%
RG
821
Rathbones Group
United Kingdom
$856K
PPCM
822
Pillar Pacific Capital Management
California
$852K -$6.32K -25 -0.7%
PG
823
Patten Group
Tennessee
$847K
BAM
824
Belpointe Asset Management
Nevada
$833K +$833K +3,294 New
SFP
825
Shepherd Financial Partners
Massachusetts
$832K +$52.2K +203 +7%