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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 %
CCP
1001
Clough Capital Partners
Massachusetts
$354K +$354K +1,400 New
UWPG
1002
Ullmann Wealth Partners Group
Florida
$350K +$135K +623 +63%
PI
1003
PHH Investments
Texas
$346K -$204K -809 -37%
PAS
1004
Partnervest Advisory Services
California
$345K -$27K -107 -7%
HS
1005
Huntington Steele
Pennsylvania
$345K +$80.9K +320 +31%
MBTD
1006
Mechanics Bank - Trust Department
California
$342K -$30.8K -122 -8%
WIA
1007
Westbourne Investment Advisors
Maryland
$342K +$36.1K +143 +12%
AIS
1008
American Investment Services
Massachusetts
$341K
PO
1009
Private Ocean
California
$340K +$151K +597 +80%
GWS
1010
Glassman Wealth Services
Virginia
$339K -$25.3K -100 -7%
Fisher Asset Management
1011
Fisher Asset Management
Washington
$337K -$333K -1,316 -50%
CA
1012
Cortland Associates
Missouri
$334K
MBT
1013
Monroe Bank & Trust
Michigan
$334K
KCP
1014
KDI Capital Partners
North Carolina
$332K -$483K -6,497 -59%
VAM
1015
Verity Asset Management
North Carolina
$329K +$72.5K +280 +28%
SCM
1016
SOL Capital Management
Maryland
$328K -$301K -1,190 -48%
WDL
1017
Well Done LLC
Michigan
$328K -$3.04K -12 -0.9%
LCM
1018
Lucas Capital Management
New Jersey
$320K -$56.2K -222 -15%
CAL
1019
Capital Advisors Ltd
Ohio
$309K -$3.04K -12 -1%
MM
1020
Main Management
California
$308K
VST
1021
Van Strum & Towne
California
$305K
ANTB
1022
AMG National Trust Bank
Colorado
$304K
FMW
1023
Farr Miller & Washington
District of Columbia
$303K -$9.37K -37 -3%
SSWM
1024
Smith Salley Wealth Management
North Carolina
$300K +$300K +1,188 New
HTC
1025
Haverford Trust Company
Pennsylvania
$294K +$11.4K +45 +4%