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iShares Core S&P 500 ETF

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
1026
Roble Belko & Company
Pennsylvania
$87K
SLF
1027
Sun Life Financial
Ontario, Canada
$84.3K -$607K -136,492 -88%
WAS
1028
Winch Advisory Services
Wisconsin
$71K +$904 +4 +1%
IP
1029
Isthmus Partners
Wisconsin
$69K +$69K +305 New
YWP
1030
YorkBridge Wealth Partners
New York
$66K +$66K +294 New
AA
1031
Apriem Advisors
California
$64K +$64K +285 New
SIM
1032
Sonora Investment Management
Arizona
$62.5K +$62.5K +278 New
AWMS
1033
Advocacy Wealth Management Services
Georgia
$62K +$33K +146 +114%
VWM
1034
Valley Wealth Managers
New Jersey
$58K
LWMT
1035
Legacy Wealth Management (Tennessee)
Tennessee
$57.7K +$57.7K +257 New
WAP
1036
Wealthcare Advisory Partners
Pennsylvania
$54K
BAM
1037
Barrett Asset Management
New York
$53K +$30.4K +135 +135%
LNB
1038
Ledyard National Bank
$51K +$51K +225 New
MCM
1039
Manchester Capital Management
Vermont
$48K
FCB
1040
First Command Bank
Texas
$47K +$47K +207 New
FCFS
1041
First Command Financial Services
Texas
$47K +$47K +207 New
ECM
1042
Exchange Capital Management
Michigan
$35K -$6.77K -30 -16%
NCM
1043
New Capital Management
Texas
$29K +$29K +127 New
AAP
1044
Arax Advisory Partners
Colorado
$27K +$27K +118 New
M
1045
MOTCO
Texas
$23K
FMTCOCP
1046
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22.5K +$22.5K +100 New
AA
1047
AlphaMark Advisors
Kentucky
$22K
GEA
1048
Glen Eagle Advisors
New Jersey
$21.1K +$21.1K +94 New
AP
1049
Atwood & Palmer
Missouri
$19K
NC
1050
NewSquare Capital
Pennsylvania
$19K