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iShares Core S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$787M
2
Asset Management One
Asset Management One
Japan
+$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$429M
4
BlackRock
BlackRock
New York
+$379M
5
BFA
BlackRock Fund Advisors
California
+$291M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$662M
2
BIT
BlackRock Institutional Trust
California
-$380M
3
PP
Prudential plc
United Kingdom
-$158M
4
PPFA
Provida Pension Fund Administrator
Chile
-$127M
5
JRP
Jasper Ridge Partners
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
251
Simplicity Solutions
Minnesota
$16.5M +$9.13M +40,601 +123%
PWS
252
Paragon Wealth Strategies
Florida
$16.4M +$16.4M +73,003 New
WI
253
Wintrust Investments
Illinois
$16.3M +$383K +1,702 +2%
SSW
254
Smith Shellnut Wilson
Mississippi
$16.2M +$16.2M +71,956 New
HCA
255
Heck Capital Advisors
Wisconsin
$15.9M +$15.9M +70,671 New
MFS
256
Monetta Financial Services
Illinois
$15.7M – – –
HFA
257
High Falls Advisors
New York
$15.6M +$15.6M +69,513 New
GWM
258
Geneos Wealth Management
Colorado
$15.4M +$2.96M +13,138 +24%
HWA
259
Heritage Way Advisors
Illinois
$15.3M +$15.3M +68,016 New
PL
260
Polianta Ltd
Jersey
$15.2M +$15.2M +67,500 New
WFWM
261
Wechter Feldman Wealth Management
New Jersey
$15.1M +$15.1M +66,999 New
Principal Financial Group
262
Principal Financial Group
Iowa
$15.1M -$15M -66,688 -50%
LFAS
263
Level Four Advisory Services
Texas
$14.9M +$14.9M +66,263 New
DS
264
DRW Securities
Illinois
$14.9M +$14.9M +66,044 New
CWM
265
Confluence Wealth Management
Oregon
$14.6M -$608K -2,703 -4%
MAS
266
Managed Account Services
Florida
$14.6M +$14.6M +64,814 New
AIIMS
267
Analyst IMS Investment Management Services
Israel
$14.5M +$188K +834 +1%
BCM
268
BTC Capital Management
Iowa
$14.4M -$124K -550 -0.9%
GIA
269
Gateway Investment Advisers
Ohio
$14.3M +$14.3M +63,565 New
BMCM
270
Bryn Mawr Capital Management
Pennsylvania
$14.3M +$14.3M +63,412 New
HI
271
Hudock Inc
Pennsylvania
$14.2M -$1.04M -4,604 -7%
LCOV
272
London Company of Virginia
Virginia
$14.2M +$13.2M +58,615 +1,363%
MSWM
273
Mader & Shannon Wealth Management
Missouri
$14.2M +$14.2M +62,898 New
CIBC World Market
274
CIBC World Market
Ontario, Canada
$14.1M +$2.61M +11,605 +23%
IIC
275
Integrated Investment Consultants
Michigan
$14M -$3.38K -15 -0%
9 10
11
12 13