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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 %
KFS
876
Kurt F. Somerville
$670K
CIM
877
Confluence Investment Management
Missouri
$663K -$136K -536 -17%
CFD
878
Creative Financial Designs
Indiana
$659K +$14.4K +57 +2%
SFM
879
Signature Financial Management
Virginia
$656K
SLT
880
St Louis Trust
Missouri
$654K
BA
881
BKS Advisors
Michigan
$651K -$1.52K -6 -0.2%
SIA
882
Starfire Investment Advisers
Michigan
$651K +$253 +1 +0%
SCM
883
Sterling Capital Management
North Carolina
$650K +$650K +2,571 New
ZF
884
Zhang Financial
Michigan
$649K
EB
885
Eastern Bank
Massachusetts
$647K
TW
886
Transform Wealth
Colorado
$647K +$647K +2,557 New
STMM
887
South Texas Money Management
Texas
$644K -$296K -1,172 -32%
NEPWA
888
New England Private Wealth Advisors
Massachusetts
$642K -$9.11K -36 -1%
PFO
889
Pathstone Family Office
New Jersey
$634K -$31.8M -125,727 -98%
AWA
890
Artemis Wealth Advisors
New York
$632K
GHA
891
GW Henssler & Associates
Georgia
$627K +$2.78K +11 +0.4%
PFA
892
Pure Financial Advisors
California
$619K -$66.5K -263 -10%
FAM
893
Formidable Asset Management
Ohio
$619K +$355K +1,403 +134%
PV
894
Private Vista
Illinois
$615K +$4.05K +16 +0.7%
VCP
895
Vista Capital Partners
Oregon
$613K -$7.58K -30 -1%
BA
896
Boston Advisors
Massachusetts
$613K +$46.8K +185 +8%
HCMNY
897
Howard Capital Management (New York)
New York
$609K +$14.9K +59 +3%
SHJ
898
Sharkey, Howes & Javer
Colorado
$608K +$3.84K +15 +0.6%
HCM
899
Harvey Capital Management
Florida
$606K
PMG
900
ProVise Management Group
Florida
$599K +$1.52K +6 +0.3%