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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 %
BHWM
201
Bar Harbor Wealth Management
New Hampshire
$26.7M +$1.14M +5,045 +4%
AI
202
Atria Investments
North Carolina
$26.3M +$6.85M +30,434 +35%
GH
203
GAM Holding
Switzerland
$26.2M
CB
204
Commerce Bank
Missouri
$26.1M +$999K +4,441 +4%
WMA
205
White Mountains Advisors
Connecticut
$26M +$14.2M +63,000 +120%
GC
206
Grimes & Company
Massachusetts
$25.5M -$1.91M -8,491 -7%
GT
207
Glenmede Trust
Pennsylvania
$25.5M +$98.8K +439 +0.4%
SFS
208
Summit Financial Strategies
Ohio
$25.1M -$323K -1,435 -1%
JHIU
209
Janus Henderson Investors US
Colorado
$24.8M +$398K +1,769 +2%
MB
210
Mizuho Bank
Japan
$24.7M -$29.2M -130,000 -54%
MFS
211
MSI Financial Services
Massachusetts
$24.7M +$1.84M +8,195 +8%
OC
212
Oppenheimer & Co
New York
$24.4M +$112K +500 +0.5%
Jane Street
213
Jane Street
New York
$24M +$23.1M +102,495 +2,590%
BAC
214
Boys Arnold & Co
North Carolina
$24M +$655K +2,912 +3%
JGC
215
J. Goldman & Co
New York
$23.3M +$22.4M +99,600 +2,490%
PP
216
Pegasus Partners
Wisconsin
$23.3M +$2.45M +10,891 +12%
EHPM
217
Emery Howard Portfolio Management
California
$22.9M +$1.9M +8,428 +9%
HNB
218
Huntington National Bank
Ohio
$22.8M
WT
219
Whittier Trust
California
$22.7M +$220K +977 +1%
TCM
220
TD Capital Management
Tennessee
$22.6M -$40K -178 -0.2%
CA
221
Clearstead Advisors
Ohio
$21.6M +$21.6M +95,815 New
CPSAC
222
Chas P. Smith & Associates (CPS)
Florida
$21.4M -$23.9M -106,256 -53%
HCMT
223
Highland Capital Management (Tennessee)
Tennessee
$21.1M +$2.31M +10,275 +12%
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$20.8M +$2.06M +9,144 +11%
IAM
225
Impax Asset Management
New Hampshire
$20.6M +$20.6M +91,455 New