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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 %
SWP
426
Stratos Wealth Partners
Ohio
$4.98M +$1.11M +4,935 +29%
CBT
427
Central Bank & Trust
Kentucky
$4.98M +$4.92M +21,877 +8,893%
CWM
428
Concert Wealth Management
California
$4.93M -$5.7M -25,343 -54%
CCM
429
Condor Capital Management
New Jersey
$4.9M +$833K +3,703 +20%
Millennium Management
430
Millennium Management
New York
$4.9M -$5.19M -23,085 -51%
SWA
431
SFMG Wealth Advisors
Texas
$4.87M +$2.37M +10,534 +95%
DZ Bank
432
DZ Bank
Germany
$4.77M +$4.77M +21,185 New
SJIM
433
St. Johns Investment Management
Florida
$4.71M -$964K -4,283 -17%
WJA
434
Williams Jones & Associates
New York
$4.7M +$4.08M +18,124 +651%
KF
435
Krilogy Financial
Missouri
$4.67M -$34K -151 -0.7%
CAL
436
Capital Analysts LLC
Pennsylvania
$4.67M +$52.9K +235 +1%
AA
437
Ancora Advisors
Ohio
$4.67M -$51.3K -228 -1%
FMI
438
Fiduciary Management Inc
Wisconsin
$4.66M +$4.66M +20,730 New
CA
439
Cambridge Associates
Massachusetts
$4.62M +$2.9M +12,876 +168%
AB
440
Amalgamated Bank
New York
$4.61M +$1.51M +6,719 +49%
NEAM
441
New England Asset Management
Connecticut
$4.61M +$1.26M +5,600 +38%
MFW
442
Meristem Family Wealth
Minnesota
$4.6M +$33.8K +150 +0.7%
RJT
443
Raymond James Trust
Florida
$4.6M +$293K +1,302 +7%
MFP
444
Mosaic Financial Partners
California
$4.59M – – –
SGK
445
Steigerwald Gordon & Koch
Virginia
$4.54M +$471K +2,112 +12%
WP
446
WealthSource Partners
California
$4.5M +$281K +1,247 +7%
CA
447
Cornerstone Advisors
North Carolina
$4.5M +$2.25M +10,000 +100%
SCA
448
Salient Capital Advisors
Texas
$4.5M +$3.76M +16,727 +513%
WP
449
WMS Partners
Maryland
$4.49M -$464K -2,062 -9%
VNIM
450
Vaughan Nelson Investment Management
Texas
$4.48M +$1.86M +8,275 +71%
16 17
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