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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 %
FFW
1051
Fusion Family Wealth
New York
$258K -$40.5K -160 -14%
CC
1052
Callan Capital
California
$258K
RFS
1053
Rockefeller Financial Services
New York
$258K
BHBT
1054
Burke & Herbert Bank & Trust
Virginia
$257K
AHC
1055
Adell Harriman & Carpenter
Texas
$257K
JWA
1056
JFS Wealth Advisors
Pennsylvania
$255K +$62.9K +249 +33%
SBWM
1057
Sunflower Bank Wealth Management
Arizona
$253K
QAM
1058
QCI Asset Management
New York
$251K -$3.03K -12 -1%
BMM
1059
Berkshire Money Management
Massachusetts
$251K
AWE
1060
Avidian Wealth Enterprises
Texas
$249K -$183K -722 -42%
SIM
1061
Sigma Investment Management
Oregon
$249K -$16.2K -64 -6%
RCG
1062
Ruggie Capital Group
Florida
$247K -$146K -571 -37%
SBIA
1063
Sheaff Brock Investment Advisors
Indiana
$247K +$4.55K +18 +2%
Members Trust
1064
Members Trust
Florida
$247K +$15.2K +60 +7%
RFWA
1065
RPg Family Wealth Advisory
Massachusetts
$245K +$9.86K +39 +4%
KFA
1066
Kays Financial Advisory
Georgia
$241K +$29.1K +115 +14%
RC
1067
Randolph Company
Ohio
$240K +$10.6K +42 +5%
SC
1068
Searle & Co
Connecticut
$240K +$240K +950 New
DSAM
1069
Dock Street Asset Management
Florida
$239K +$239K +944 New
OBWP
1070
O'Brien Wealth Partners
Massachusetts
$238K
CSIC
1071
Clifford Swan Investment Counsel
California
$236K
CCMD
1072
Cypress Capital Management (Delaware)
Delaware
$236K
BB
1073
Busey Bank
Illinois
$234K -$3.29K -13 -1%
WA
1074
WealthTrust Axiom
Pennsylvania
$233K
ECAM
1075
East Coast Asset Management
Massachusetts
$232K -$3.19K -43 -1%