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iShares Core S&P 500 ETF

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
1276
Ritholtz Wealth Management
New York
$288K -$19.6K -67 -6%
SIM
1277
Sigma Investment Management
Oregon
$288K
NCM
1278
Northwest Capital Management
Oregon
$288K +$30.7K +105 +12%
BMM
1279
Berkshire Money Management
Massachusetts
$284K
HPC
1280
HM Payson & Co
Maine
$282K
LWM
1281
Lenox Wealth Management
Ohio
$280K
CFA
1282
Capstone Financial Advisors
Illinois
$280K
SC
1283
Searle & Co
Connecticut
$278K
PFGIA
1284
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$34.2K -117 -11%
OBWP
1285
O'Brien Wealth Partners
Massachusetts
$276K -$4.98K -17 -2%
DSAM
1286
Dock Street Asset Management
Florida
$276K
TC
1287
Telemus Capital
Michigan
$274K -$15.8K -54 -5%
CSIC
1288
Clifford Swan Investment Counsel
California
$273K
AA
1289
Apriem Advisors
California
$272K
WA
1290
WBH Advisory
Maryland
$272K +$5.85K +20 +2%
CS
1291
Cannell & Spears
New York
$271K
JWM
1292
JGP Wealth Management
Oregon
$269K
KFA
1293
Kays Financial Advisory
Georgia
$269K +$269K +919 New
RCA
1294
Rowland Carmichael Advisors
Arizona
$268K +$16.1K +55 +6%
LRIA
1295
Leonard Rickey Investment Advisors
Washington
$266K -$148K -506 -36%
FA
1296
Fortis Advisors
Pennsylvania
$266K +$1.46K +5 +0.6%
EDRH
1297
Edmond de Rothschild Holding
Switzerland
$262K
FCIM
1298
Fairview Capital Investment Management
California
$261K -$99.5K -340 -28%
BI
1299
Ballast Inc
Kentucky
$259K -$69.3K -236 -21%
AF
1300
Arrow Financial
New York
$259K -$24.9K -85 -9%