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iShares Core S&P 500 ETF
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Overview Fund Activity

932 hedge funds and large institutions have $39.9B invested in iShares Core S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 388 increasing their positions, 336 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+30
Holders Change %
+3.33%
% of All Funds
24.91%
Holding in Top 10
249
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.62%
% of All Funds
6.65%
New
72
Increased
388
Reduced
336
Closed
33
Calls
$58.5M
Puts
$15.5M
Net Calls
+$43M
Net Calls Change
+$17.7M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$360M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
3
QI
QS Investors
New York
+$207M
4
PP
Prudential plc
United Kingdom
+$134M
5
CS
Cisco Systems
California
+$127M

Top Sellers

1
BlackRock
BlackRock
New York
-$559M
2
LPL Financial
LPL Financial
California
-$459M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$278M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$187M
5
NLI
Nippon Life Insurance
Japan
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
401
Brinker Capital Investments
Pennsylvania
$3.62M +$1.9K +9 +0.1%
CCM
402
Condor Capital Management
New Jersey
$3.61M +$90.3K +429 +3%
PIA
403
Peachtree Investment Advisors
Georgia
$3.59M +$68.4K +325 +2%
William Blair & Company
404
William Blair & Company
Illinois
$3.58M -$696K -3,305 -16%
BA
405
Bristlecone Advisors
Washington
$3.57M -$3.48M -16,535 -49%
LWAC
406
Laurel Wealth Advisors (California)
California
$3.51M -$41.7K -198 -1%
CFA
407
Carroll Financial Associates
North Carolina
$3.5M +$8.63K +41 +0.2%
WWM
408
Willingdon Wealth Management
North Carolina
$3.5M +$57.5K +273 +2%
EWM
409
Evermay Wealth Management
Virginia
$3.49M +$1.59M +7,555 +84%
TI
410
Truepoint Inc
Ohio
$3.48M – – –
IP
411
Investment Partners
Ohio
$3.47M -$172K -817 -5%
WBG
412
Wharton Business Group
Pennsylvania
$3.42M +$2.43M +11,540 +246%
LNC
413
Lincoln National Corp
Pennsylvania
$3.36M +$238K +1,132 +8%
GA
414
Geller Advisors
New York
$3.36M +$13.9K +66 +0.4%
DY
415
Dowling & Yahnke
California
$3.36M -$72.6K -345 -2%
BOS
416
Bank of Stockton
California
$3.34M +$249K +1,185 +8%
SCA
417
Stonebridge Capital Advisors
Minnesota
$3.33M +$346K +1,643 +12%
PRA
418
Parametric Risk Advisors
Connecticut
$3.32M +$2.07M +9,827 +165%
TNB
419
Thomasville National Bank
Georgia
$3.26M -$71.2K -338 -2%
LP
420
LGL Partners
Pennsylvania
$3.23M – – –
RWA
421
Ropes Wealth Advisors
Massachusetts
$3.19M +$551K +2,617 +21%
CA
422
Cornerstone Advisors
North Carolina
$3.16M – – –
PAM
423
Peak Asset Management
Colorado
$3.16M +$478K +2,272 +18%
NEAM
424
New England Asset Management
Connecticut
$3.14M -$1.33M -6,300 -30%
PIM
425
Provident Investment Management
Michigan
$3.12M -$785K -3,729 -20%
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