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iShares Core S&P 500 ETF
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Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Coldstream Capital Management
Washington
$33.5M +$5.51M +20,489 +20%
EIA
227
Eldridge Investment Advisors
New Hampshire
$33.3M +$33.3M +123,136 New
PWA
228
Peterson Wealth Advisors
Utah
$33M +$33M +122,867 New
BOCM
229
Bontempo Ohly Capital Management
Maryland
$32.9M -$2.53M -9,430 -7%
RTS
230
Round Table Services
New Jersey
$32.6M +$154K +572 +0.5%
PP
231
Palladium Partners
Virginia
$32.5M -$577K -2,148 -2%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$32.4M +$2.6M +9,671 +9%
FTUS
233
Flow Traders U.S.
New York
$32.2M +$32.2M +119,917 New
AWM
234
Avondale Wealth Management
Texas
$31.9M +$31.9M +118,570 New
IA
235
IFP Advisors
Florida
$31.8M +$113K +419 +0.4%
CB
236
Commerce Bank
Missouri
$31M -$264K -981 -0.8%
GAG
237
GM Advisory Group
New York
$30.9M +$273K +1,016 +0.9%
BHWM
238
Bar Harbor Wealth Management
New Hampshire
$30.8M +$22.3K +83 +0.1%
CWM
239
Cornerstone Wealth Management
Missouri
$30.7M -$222K -806 -0.7%
OC
240
Oppenheimer & Co
New York
$30.4M +$285K +1,060 +0.9%
BAC
241
Boys Arnold & Co
North Carolina
$30.2M +$300K +1,114 +1%
SFS
242
Summit Financial Strategies
Ohio
$30.1M -$414K -1,539 -1%
RI
243
RPTC Inc
Wyoming
$29.5M +$18.1M +67,140 +157%
GT
244
Glenmede Trust
Pennsylvania
$29.4M -$7.26K -27 -0%
HNB
245
Huntington National Bank
Ohio
$28.9M -$26.7M – –
HCMT
246
Highland Capital Management (Tennessee)
Tennessee
$28.3M +$543K +2,019 +2%
TCM
247
TD Capital Management
Tennessee
$28.2M +$526K +1,958 +2%
WT
248
Whittier Trust
California
$27.9M +$1.49M +5,540 +6%
HA
249
Harfst & Associates
Wyoming
$27.8M +$1.44M +5,362 +5%
NA
250
Neuburgh Advisers
California
$27.8M -$23.6M -87,856 -46%
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