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iShares Core S&P 500 ETF
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Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
376
McKinley Carter Wealth Services
West Virginia
$8.43M +$2.75M +11,574 +48%
HT
377
Hefren-Tillotson
Pennsylvania
$8.4M +$992K +4,180 +13%
IDBONY
378
Israel Discount Bank of New York
New York
$8.38M +$520K +2,193 +7%
SSWM
379
Sheets Smith Wealth Management
North Carolina
$8.24M -$186K -784 -2%
AWM
380
AE Wealth Management
Kansas
$8.22M -$124K -524 -1%
CA
381
Capital Advantage
California
$8.08M -$1.18M -4,973 -13%
HSA
382
HBK Sorce Advisory
Pennsylvania
$8.07M -$95.9K -404 -1%
CAM
383
Capstone Asset Management
Texas
$8.06M -$1.49M -6,281 -16%
RWG
384
Regal Wealth Group
California
$8.05M -$7.12K -30 -0.1%
TWA
385
TCI Wealth Advisors
Arizona
$8.05M +$50.8K +214 +0.6%
CCA
386
Cobblestone Capital Advisors
New York
$8.01M +$116K +491 +1%
KCM
387
Kanawha Capital Management
Virginia
$7.99M +$124K +524 +2%
MWM
388
Mascoma Wealth Management
New Hampshire
$7.91M +$1.46M +6,153 +23%
BFG
389
Barber Financial Group
Kansas
$7.89M -$502K -2,114 -6%
HH
390
HWG Holdings
Texas
$7.85M -$4.31M -18,154 -35%
1IA
391
1834 Investment Advisors
Wisconsin
$7.84M -$327K -1,377 -4%
CL
392
CPWM LLC
Washington
$7.83M -$185K -778 -2%
CCM
393
Coldstream Capital Management
Washington
$7.68M +$4.23M +17,808 +122%
IAA
394
Independent Advisor Alliance
North Carolina
$7.68M +$7.68M +32,457 New
MSA
395
Mason Street Advisors
Wisconsin
$7.66M +$184K +775 +2%
BFA
396
Beaumont Financial Advisors
Massachusetts
$7.61M -$65K -274 -0.8%
PWLP
397
Prio Wealth Limited Partnership
Massachusetts
$7.58M +$958K +4,036 +14%
LA
398
Lynch & Associates
Indiana
$7.58M +$132K +558 +2%
LNC
399
Lincoln National Corp
Pennsylvania
$7.56M +$525K +2,211 +7%
JFG
400
JMG Financial Group
Illinois
$7.51M +$372K +1,569 +5%
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