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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 %
MSA
376
Mason Street Advisors
Wisconsin
$7.09M +$7.09M +31,500 New
LA
377
Lynch & Associates
Indiana
$7.06M +$163K +724 +2%
HT
378
Hefren-Tillotson
Pennsylvania
$7.03M +$602K +2,674 +9%
LFR
379
Lehman Financial Resources
Pennsylvania
$6.99M +$225K +1,000 +3%
NCM
380
Narwhal Capital Management
Georgia
$6.93M +$204K +908 +3%
VIA
381
Vantage Investment Advisors
Pennsylvania
$6.91M -$62.3K -277 -0.9%
G
382
Gainplan
Michigan
$6.88M +$6.88M +30,565 New
SHIM
383
Stone House Investment Management
Pennsylvania
$6.85M +$6.85M +30,438 New
JFG
384
JMG Financial Group
Illinois
$6.77M -$20.5K -91 -0.3%
FA
385
FCG Advisors
New Jersey
$6.76M -$237K -1,054 -3%
ST
386
Sageworth Trust
Pennsylvania
$6.76M -$41.6K -185 -0.6%
ICOA
387
Investment Centers of America
North Dakota
$6.72M +$1.22M +5,434 +22%
WB
388
Webster Bank
Connecticut
$6.69M +$1.22M +5,408 +22%
LNC
389
Lincoln National Corp
Pennsylvania
$6.67M +$2.41M +10,716 +57%
SC
390
Savant Capital
Illinois
$6.61M +$52.4K +233 +0.8%
AF
391
Affiance Financial
Minnesota
$6.53M +$652K +2,900 +11%
PFA
392
Pinnacle Family Advisors
Missouri
$6.51M +$6.51M +28,926 New
CB
393
Chemical Bank
Michigan
$6.41M -$24.3K -108 -0.4%
PCM
394
Parsons Capital Management
Rhode Island
$6.39M +$110K +491 +2%
PWLP
395
Prio Wealth Limited Partnership
Massachusetts
$6.28M +$911K +4,050 +17%
NFG
396
NewFocus Financial Group
Washington
$6.26M -$241K -1,073 -4%
BOS
397
Bank of Stockton
California
$6.24M +$2.25M +10,000 +56%
WSFS
398
Wilmington Savings Fund Society
Delaware
$6.21M -$287K -1,276 -4%
MWM
399
Mascoma Wealth Management
New Hampshire
$6.11M +$6.11M +27,168 New
Squarepoint
400
Squarepoint
New York
$6.1M -$794K -3,531 -12%
14 15
16
17 18