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iShares Core S&P 500 ETF
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Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cornerstone Wealth Management
Missouri
$24.3M +$4.25M +17,985 +21%
RTS
227
Round Table Services
New Jersey
$24.1M +$5.9M +24,852 +32%
WT
228
Whittier Trust
California
$23.8M -$71.7K -302 -0.3%
PP
229
Pegasus Partners
Wisconsin
$23.8M -$653K -2,760 -3%
CA
230
Clearstead Advisors
Ohio
$23.6M +$831K +3,502 +4%
ONB
231
Old National Bancorp
Indiana
$23M +$1.98M +8,360 +9%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$22.9M +$2.52M +10,627 +12%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$22.6M +$372K +1,566 +2%
GH
234
GAM Holding
Switzerland
$22.5M -$5.1M -21,500 -18%
IF
235
Ironwood Financial
Arizona
$22.3M +$750K +3,160 +3%
GC
236
Grimes & Company
Massachusetts
$21.8M -$5.1M -21,488 -19%
HMC
237
Harvard Management Company
Massachusetts
$21.6M -$6.9M -29,094 -24%
NA
238
Neuburgh Advisers
California
$21.4M +$21.4M +90,100 New
WIP
239
Wellesley Investment Partners
Massachusetts
$21.2M -$284K -1,197 -1%
IA
240
IFP Advisors
Florida
$21.1M +$2.83M +11,928 +16%
WS
241
Wela Strategies
Georgia
$20.9M +$20.9M +21,436 New
PP
242
PagnatoKarp Partners
Virginia
$20.4M -$330K -1,392 -2%
OFG
243
Oxford Financial Group
Indiana
$20.2M -$288K -1,215 -1%
CPSAC
244
Chas P. Smith & Associates (CPS)
Florida
$20.1M -$2.55M -10,765 -11%
SCA
245
Snowden Capital Advisors
New York
$20M +$11.6M +48,993 +138%
EA
246
Efficient Advisors
Ohio
$20M -$565K -2,380 -3%
IFA
247
Interactive Financial Advisors
Illinois
$20M +$127K +535 +0.6%
BTS
248
BB&T Securities
Virginia
$19.9M +$8.3M +34,982 +71%
HCA
249
Heck Capital Advisors
Wisconsin
$19.4M +$2.64M +11,145 +16%
SHGA
250
Sand Hill Global Advisors
California
$19.3M +$442K +1,862 +2%
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