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iShares Core S&P 500 ETF

649 hedge funds and large institutions have $27.1B invested in iShares Core S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 271 increasing their positions, 223 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+14
Holders Change %
+2.2%
% of All Funds
18.76%
Holding in Top 10
161
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.62%
% of All Funds
4.65%
New
54
Increased
271
Reduced
223
Closed
35
Calls
$34.8M
Puts
$8.54M
Net Calls
+$26.2M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
151
Oppenheimer & Co
New York
$18.1M +$1.25M +6,636 +7%
HWA
152
Heritage Wealth Advisors
Virginia
$17.3M +$2.16M +11,487 +14%
AIM
153
Acropolis Investment Management
Missouri
$17.1M +$1.21M +6,432 +8%
LPT
154
Legacy Private Trust
Wisconsin
$17.1M +$4.43M +23,537 +35%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$17M +$1.75M +9,289 +11%
CA
156
Commerzbank Aktiengesellschaft
Germany
$16.9M -$17M -90,100 -50%
MFS
157
Monetta Financial Services
Illinois
$16.9M +$941K +5,000 +6%
MWP
158
Moller Wealth Partners
$16.7M +$1.68M +8,927 +11%
B
159
Baird
Wisconsin
$16.3M +$606K +3,222 +4%
CB
160
Commerce Bank
Missouri
$15.9M -$25.6K -136 -0.2%
BAC
161
Boys Arnold & Co
North Carolina
$15.7M +$856K +4,552 +6%
FCBT
162
First Citizens Bank & Trust
North Carolina
$15.3M +$4.89M +26,000 +47%
GI
163
Gradient Investments
Minnesota
$14.8M +$1.94M +10,317 +15%
WTB
164
Washington Trust Bank
Washington
$14.6M +$14.5M +77,107 +15,421%
MWM
165
Modera Wealth Management
New Jersey
$14.6M -$1.44M -7,632 -9%
BUB
166
BBVA USA Bancshares
Texas
$14.6M -$9.16M -48,673 -39%
CA
167
Cambridge Associates
Massachusetts
$14.5M -$2.35M -12,479 -14%
BII
168
Baring International Investment
United Kingdom
$14.5M +$14.5M +77,557 New
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$14.2M -$5.59M -29,700 -28%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$14.2M +$400K +2,128 +3%
SR
171
Swiss Reinsurance
Switzerland
$14.1M -$36.5M -194,000 -72%
CIM
172
CIM Investment Management
Pennsylvania
$13.9M +$8.92M +47,418 +180%
CAM
173
Capstone Asset Management
Texas
$13.7M +$1.75M +9,328 +15%
RJA
174
Raymond James & Associates
Florida
$13.6M +$120K +638 +0.9%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$13.6M +$6.38M +33,914 +89%