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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 %
CA
976
Cumberland Advisors
Florida
$400K
RT
977
Rockland Trust
Massachusetts
$396K -$2.53K -10 -0.6%
RFA
978
Reilly Financial Advisors
California
$394K
LIA
979
LS Investment Advisors
Michigan
$394K
CCG
980
Chatham Capital Group
Georgia
$392K
EIA
981
Edgemoor Investment Advisors
Maryland
$392K +$12.9K +51 +3%
LNWWM
982
Laird Norton Wetherby Wealth Management
California
$388K
JSA
983
Jacobson & Schmitt Advisors
Wisconsin
$388K +$48K +190 +14%
VWM
984
Valley Wealth Managers
New Jersey
$388K +$388K +1,535 New
TIA
985
Tiemann Investment Advisors
California
$385K -$19K -75 -5%
AIM
986
Avity Investment Management
Connecticut
$384K
HCM
987
HM Capital Management
Missouri
$380K -$78.1K -309 -17%
EDRH
988
Edmond de Rothschild Holding
Switzerland
$378K -$36.7K -145 -9%
HFA
989
High Falls Advisors
New York
$376K +$50.1K +198 +15%
CCT
990
Capital City Trust
Florida
$374K
LS
991
Lattice Strategies
Pennsylvania
$373K -$204K -805 -35%
MWM
992
Meridian Wealth Management
Kentucky
$373K +$1.27K +5 +0.3%
MMG
993
Monetary Management Group
Missouri
$367K
IA
994
Independence Advisors
Pennsylvania
$365K +$10.6K +42 +3%
TCOO
995
Trust Company of Oklahoma
Oklahoma
$360K
AF
996
Arrow Financial
New York
$360K -$9.85K -39 -3%
PA
997
Paracle Advisors
Washington
$360K
BRC
998
Bell Rock Capital
Delaware
$359K +$69.1K +270 +24%
GEA
999
Glen Eagle Advisors
New Jersey
$359K +$331K +1,114 +1,185%
IC
1000
InterOcean Capital
Illinois
$354K +$1.52K +6 +0.4%