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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 %
FNBT
401
FineMark National Bank & Trust
Florida
$6M -$458K -2,034 -7%
CFA
402
Carroll Financial Associates
North Carolina
$5.95M +$1.62M +7,201 +37%
BPCE
403
Bank Pictet & Cie (Europe)
Germany
$5.91M +$5.91M +26,260 New
BWA
404
BlueSky Wealth Advisors
North Carolina
$5.9M +$5.9M +26,203 New
PAG
405
Pinnacle Advisory Group
Maryland
$5.88M +$2.49M +11,078 +74%
BCM
406
Beck Capital Management
Texas
$5.83M +$5.83M +25,903 New
NFG
407
Next Financial Group
Texas
$5.68M +$269K +1,194 +5%
DW
408
Domani Wealth
Pennsylvania
$5.63M +$429K +1,906 +8%
BPC
409
Banque Pictet & Cie
Switzerland
$5.62M +$1.05M +4,668 +23%
NWM
410
Northwest Wealth Management
Iowa
$5.49M +$5.49M +24,381 New
EMA
411
Efficient Market Advisors
California
$5.42M +$5.42M +24,088 New
MCWS
412
McKinley Carter Wealth Services
West Virginia
$5.39M +$650K +2,888 +14%
IC
413
Intersect Capital
California
$5.39M +$113K +500 +2%
CTA
414
Colonial Trust Advisors
South Carolina
$5.37M +$16.6K +74 +0.3%
MM
415
Meridian Management
Arkansas
$5.28M +$4.85M +21,537 +1,108%
CTC
416
Central Trust Company
Missouri
$5.25M -$681K -3,026 -11%
ACP
417
Aveo Capital Partners
Colorado
$5.19M +$5.19M +23,076 New
BHIA
418
Birch Hill Investment Advisors
Massachusetts
$5.18M -$707K -3,140 -12%
KL
419
KWMG LLC
Kansas
$5.11M -$210K -935 -4%
MA
420
MCF Advisors
Kentucky
$5.08M +$911K +4,050 +22%
William Blair & Company
421
William Blair & Company
Illinois
$5.08M +$949K +4,220 +23%
SCA
422
Stonebridge Capital Advisors
Minnesota
$5.05M +$479K +2,127 +10%
PAG
423
Private Advisory Group
Washington
$5.01M +$5.01M +22,283 New
PMFA
424
Plante Moran Financial Advisors
Michigan
$5.01M +$2.75M +12,230 +122%
CW
425
Cobiz Wealth
Colorado
$5M -$606K -2,694 -11%
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