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iShares Core S&P 500 ETF

903 hedge funds and large institutions have $37.5B invested in iShares Core S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 399 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+94
Holders Change %
+11.62%
% of All Funds
23.71%
Holding in Top 10
255
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+23.79%
% of All Funds
6.7%
New
146
Increased
399
Reduced
256
Closed
40
Calls
$27.5M
Puts
$22.5M
Net Calls
+$4.92M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
176
Crestwood Advisors Group
Massachusetts
$25.3M +$20.3M +98,919 +406%
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$24.8M +$7.77M +37,923 +46%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$24.7M -$2.02M -9,870 -8%
AI
179
Atria Investments
North Carolina
$24.6M +$18.8M +97,418 +321%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$24.4M +$2.77M +13,542 +13%
MWP
181
Moller Wealth Partners
$24.4M +$18.6M +90,622 +316%
HFA
182
High Falls Advisors
New York
$24.1M +$24.1M +117,565 New
FA
183
FDx Advisors
Illinois
$23.8M -$4.12M -20,090 -15%
AA
184
Advisory Alpha
Michigan
$23.7M +$1.04M +5,067 +5%
WT
185
Whittier Trust
California
$23M -$1.19M -5,811 -5%
PAG
186
Private Advisor Group
New Jersey
$23M +$1.94M +9,459 +9%
SFS
187
Summit Financial Strategies
Ohio
$22.9M -$244K -1,190 -1%
AII
188
AGF Investments Inc
Ontario, Canada
$22.5M -$257K -1,255 -1%
BHWM
189
Bar Harbor Wealth Management
New Hampshire
$22.2M -$341K -1,664 -2%
FTIOP
190
Fiduciary Trust International of Pennsylvania
Pennsylvania
$22.1M -$44.3K -216 -0.2%
OC
191
Oppenheimer & Co
New York
$22.1M +$674K +3,292 +3%
CPSAC
192
Chas P. Smith & Associates (CPS)
Florida
$21.5M +$93K +454 +0.4%
ONB
193
Old National Bancorp
Indiana
$21.4M -$466K -2,273 -2%
MCM
194
MAI Capital Management
Ohio
$21.4M +$4.15M +20,266 +24%
EA
195
Efficient Advisors
Ohio
$19.4M -$299K -1,458 -2%
IFA
196
Interactive Financial Advisors
Illinois
$18.9M -$944K -4,609 -5%
KA
197
Klingman & Associates
New York
$18.8M -$6.75M -32,954 -26%
NAM
198
North American Management
Massachusetts
$18.8M -$15.3M -74,580 -45%
TCM
199
Twele Capital Management
Minnesota
$18.5M +$7.67M +37,427 +71%
CB
200
Commerce Bank
Missouri
$18.3M -$505K -2,465 -3%