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iShares Core S&P 500 ETF
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Overview Fund Activity

801 hedge funds and large institutions have $33.6B invested in iShares Core S&P 500 ETF in 2015 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 321 increasing their positions, 302 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
21.6%
Holding in Top 10
210
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.23%
% of All Funds
5.66%
New
58
Increased
321
Reduced
302
Closed
40
Calls
$29.6M
Puts
$19.1M
Net Calls
+$10.5M
Net Calls Change
-$16.6M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$487M
2
AIG
American International Group
New York
+$254M
3
BA
BlackRock Advisors
Delaware
+$235M
4
BlackRock
BlackRock
New York
+$222M
5
PPA
Parametric Portfolio Associates
Washington
+$218M

Top Sellers

1
QI
QS Investors
New York
-$476M
2
GHF
Good Harbor Financial
Illinois
-$278M
3
MB
MUFG Bank
Japan
-$224M
4
Bessemer Group
Bessemer Group
New Jersey
-$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
326
Ameritas Investment Partners
Nebraska
$4.05M +$564K +2,721 +16%
CWA
327
Cypress Wealth Advisors
California
$4.02M +$4.02M +19,409 New
SGK
328
Steigerwald Gordon & Koch
Virginia
$3.98M -$71.9K -352 -2%
JHIU
329
Janus Henderson Investors US
Colorado
$3.93M +$3.93M +18,956 New
FNT
330
First National Trust
Pennsylvania
$3.8M +$1.81M +8,711 +90%
WA
331
WealthTrust-Arizona
Arizona
$3.77M -$14.3K -69 -0.4%
FC
332
Financial Consulate
Maryland
$3.77M +$353K +1,703 +10%
GG
333
Gofen & Glossberg
Illinois
$3.7M – – –
RPG
334
Risk Paradigm Group
Texas
$3.68M +$563K +2,717 +18%
GAG
335
GM Advisory Group
New York
$3.65M +$69.4K +335 +2%
IP
336
Investment Partners
Ohio
$3.63M -$139K -670 -4%
WP
337
WMS Partners
Maryland
$3.6M +$286K +1,378 +9%
MFW
338
Meristem Family Wealth
Minnesota
$3.59M +$22.4K +108 +0.6%
RTS
339
Round Table Services
New Jersey
$3.58M +$243K +1,172 +7%
PR
340
Payden & Rygel
California
$3.57M +$593K +2,861 +20%
GWM
341
Gupta Wealth Management
California
$3.51M +$1.44M +6,928 +69%
CWM
342
Concert Wealth Management
California
$3.45M -$5.17M -24,912 -60%
DY
343
Dowling & Yahnke
California
$3.44M -$46.6K -225 -1%
CWM
344
Cabot Wealth Management
Massachusetts
$3.36M -$225K -1,087 -6%
MCC
345
Mid Continent Capital
Illinois
$3.36M -$10.4K -50 -0.3%
PFS
346
Prospera Financial Services
Texas
$3.27M -$240K -1,158 -7%
PIA
347
Peachtree Investment Advisors
Georgia
$3.25M +$1.01M +4,894 +45%
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$3.2M +$138K +665 +5%
WCWM
349
Wooster Corthell Wealth Management
Connecticut
$3.19M -$171K -825 -5%
RWA
350
Ropes Wealth Advisors
Massachusetts
$3.15M +$99.5K +480 +3%
12 13
14
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