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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 %
RIA
351
Regal Investment Advisors
Michigan
$14.7M -$2.3M -8,559 -14%
CIR
352
Clear Investment Research
Georgia
$14.7M -$527K -1,960 -3%
FMI
353
Fiduciary Management Inc
Wisconsin
$14.6M +$14.6M +54,415 New
PWLP
354
Prio Wealth Limited Partnership
Massachusetts
$14.6M +$563K +2,094 +4%
AIM
355
Acropolis Investment Management
Missouri
$14.6M -$321K -1,195 -2%
SS
356
Simplicity Solutions
Minnesota
$14.5M +$8.48M +31,559 +140%
KTA
357
Keeley-Teton Advisors
Illinois
$14.5M +$68K +253 +0.5%
DE
358
Day & Ennis
Georgia
$14.2M +$291K +1,084 +2%
BBHC
359
Brown Brothers Harriman & Co
New York
$14.2M -$954K -3,548 -6%
AIM
360
Advantage Investment Management
Iowa
$14M -$60.2K -224 -0.4%
CFGF
361
Compass Financial Group (Florida)
Florida
$13.9M -$2.03M -7,560 -13%
MM
362
Meridian Management
Arkansas
$13.9M +$684K +2,543 +5%
SWA
363
SFMG Wealth Advisors
Texas
$13.9M +$6.2M +23,066 +81%
CHA
364
Cooper/Haims Advisors
New York
$13.8M +$13.8M +51,251 New
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$13.8M -$1.05M -3,900 -7%
Sumitomo Mitsui Trust Group
366
Sumitomo Mitsui Trust Group
Japan
$13.7M -$422K -1,569 -3%
GG
367
GenWealth Group
New Jersey
$13.7M -$678K -2,381 -5%
CIA
368
Capital Investment Advisors
Georgia
$13.6M -$101K -374 -0.7%
FNT
369
First National Trust
Pennsylvania
$13.5M +$1.07M +3,967 +9%
AWM
370
AE Wealth Management
Kansas
$13.5M +$2.86M +10,638 +27%
FAIM
371
Financial Advocates Investment Management
Washington
$13.3M +$13.3M +49,591 New
FC
372
Fulcrum Capital
Washington
$13.3M +$13.3M +49,586 New
CA
373
Crewe Advisors
Utah
$13.3M +$13.3M +49,527 New
PWS
374
Paragon Wealth Strategies
Florida
$13.2M +$743K +2,762 +6%
BFM
375
Broadview Financial Management
Wisconsin
$13.1M +$13.1M +48,761 New
13 14
15
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