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iShares Core S&P 500 ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$11.4M -$47.2K -194 -0.4%
RWMH
352
Riverpoint Wealth Management Holdings
Illinois
$11.4M -$171K -702 -1%
MWM
353
Modera Wealth Management
New Jersey
$11.4M -$67.4K -277 -0.6%
SPIA
354
Steward Partners Investment Advisory
New York
$11.4M +$4.46M +18,308 +65%
FNT
355
First National Trust
Pennsylvania
$11.3M +$1.25M +5,141 +12%
WCM
356
Weatherstone Capital Management
Colorado
$11.3M +$1.24M +5,107 +12%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$11.3M -$1.03M -4,252 -8%
AGA
358
Accuvest Global Advisors
Utah
$11M -$2.24M -9,192 -17%
MMA
359
Miracle Mile Advisors
California
$10.9M -$412K -1,691 -4%
AWM
360
AE Wealth Management
Kansas
$10.9M +$2.42M +9,947 +29%
MM
361
Meridian Management
Arkansas
$10.8M +$841K +3,455 +8%
PWS
362
Paragon Wealth Strategies
Florida
$10.8M -$7.32M -30,075 -40%
AAS
363
Annex Advisory Services
Wisconsin
$10.7M +$718K +2,948 +7%
B
364
Bailard
California
$10.7M +$160K +657 +2%
William Blair & Company
365
William Blair & Company
Illinois
$10.6M +$4.75M +19,520 +81%
DE
366
Day & Ennis
Georgia
$10.6M +$862K +3,541 +9%
AFG
367
Arkansas Financial Group
Arkansas
$10.4M +$165K +678 +2%
ANB
368
Amarillo National Bank
Texas
$10.4M +$459K +1,884 +5%
MCWS
369
McKinley Carter Wealth Services
West Virginia
$10.3M +$1.63M +6,681 +19%
CFP
370
Cornerstone Financial Partners
North Carolina
$10.2M -$627K -2,577 -6%
TA
371
Tiedemann Advisors
New York
$10.2M -$154K -634 -1%
NA
372
NewEdge Advisors
Louisiana
$10.1M +$9.21M +37,767 +1,009%
KSA
373
Ken Stern & Associates
California
$10.1M +$1.95K +8 +0%
PAM
374
PVG Asset Management
Colorado
$9.92M +$1.02M +4,192 +11%
NG
375
NatWest Group
United Kingdom
$9.81M -$269K -1,105 -3%
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