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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 %
CNBT
851
Canandaigua National Bank & Trust
New York
$740K +$90K +356 +14%
BFG
852
Beacon Financial Group
Texas
$735K -$41.2K -163 -5%
FAM
853
Flaharty Asset Management
Florida
$735K +$734K +2,874 +95,800%
PP
854
Patten & Patten
Tennessee
$728K +$506 +2 +0.1%
KM
855
Kalos Management
Georgia
$727K +$3.29K +13 +0.5%
FEG
856
Financial Enhancement Group
Indiana
$727K +$22K +87 +3%
BPB
857
Badgley, Phelps & Bell
Washington
$725K +$132K +523 +22%
BIAS
858
Beacon Investment Advisory Services
New Jersey
$724K +$160K +632 +28%
CA
859
Corrado Advisors
New Jersey
$723K +$3.29K +13 +0.5%
AT
860
Arden Trust
Delaware
$713K +$26.3K +104 +4%
CCM
861
Carlson Capital Management
Minnesota
$707K -$10.9K -43 -2%
PCA
862
Personal Capital Advisors
California
$704K +$704K +2,784 New
BCM
863
Brookmont Capital Management
Texas
$703K +$81.2K +321 +13%
IWA
864
Intercontinental Wealth Advisors
Texas
$702K
BTNA
865
Bremer Trust National Association
Minnesota
$694K -$9.11K -36 -1%
LC
866
LCNB Corp
Ohio
$693K -$56.9K -225 -8%
CFA
867
Cahill Financial Advisors
Minnesota
$690K +$120K +475 +21%
RMDI
868
R.M. Davis Inc
Maine
$685K -$144K -568 -17%
ZCA
869
Zeke Capital Advisors
Pennsylvania
$685K
BTW
870
Boston Trust Walden
Massachusetts
$684K -$3.29K -13 -0.5%
DWM
871
Doyle Wealth Management
Florida
$684K -$2.02K -8 -0.3%
B
872
Bridgeworth
Alabama
$681K -$806K -3,183 -54%
CCA
873
Clearwater Capital Advisors
Illinois
$679K +$3.58K +14 +0.5%
HCM
874
Harvest Capital Management
New Hampshire
$676K -$111K -440 -14%
SCM
875
Southport Capital Management
Tennessee
$674K -$13.2K -52 -2%