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iShares Core S&P 500 ETF
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Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
426
Smithfield Trust
Pennsylvania
$9.89M +$77.2K +287 +0.8%
KCM
427
Kanawha Capital Management
Virginia
$9.85M +$434K +1,615 +5%
SSWM
428
Sheets Smith Wealth Management
North Carolina
$9.63M +$338K +1,256 +4%
SCA
429
Stonebridge Capital Advisors
Minnesota
$9.61M +$868K +3,230 +10%
LA
430
Lynch & Associates
Indiana
$9.53M +$344K +1,281 +4%
EA
431
Elm Advisors
California
$9.5M +$144K +537 +2%
BFA
432
Beaumont Financial Advisors
Massachusetts
$9.49M +$373K +1,387 +4%
PFA
433
Pinnacle Family Advisors
Missouri
$9.38M +$601K +2,235 +7%
TFF
434
The Family Firm
Maryland
$9.38M +$33.6K +125 +0.4%
ACM
435
AlphaStar Capital Management
North Carolina
$9.36M +$9.36M +24,167 New
DS
436
DRW Securities
Illinois
$9.35M +$9.35M +34,789 New
CS
437
Credit Suisse
Switzerland
$9.35M +$5.4M +20,071 +137%
PJSIMP
438
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.31M -$121K -451 -1%
TC
439
Trilogy Capital
California
$9.18M +$9.18M +34,149 New
WP
440
WealthSource Partners
California
$9.13M +$989K +3,677 +12%
SXL
441
Summit X LLC
Missouri
$8.98M +$1.53M +5,684 +20%
WHG
442
Westwood Holdings Group
Texas
$8.97M +$528K +1,965 +6%
EWM
443
Evermay Wealth Management
Virginia
$8.96M +$219K +814 +3%
ST
444
Sageworth Trust
Pennsylvania
$8.94M -$107K -399 -1%
State Street
445
State Street
Massachusetts
$8.92M -$1.53M -5,673 -15%
SWP
446
Stratos Wealth Partners
Ohio
$8.92M -$1.61M -5,985 -15%
CFA
447
Carroll Financial Associates
North Carolina
$8.89M +$217K +808 +3%
TWA
448
TCI Wealth Advisors
Arizona
$8.88M -$164K -609 -2%
RWG
449
Regal Wealth Group
California
$8.75M -$4.03K -15 -0%
MCM
450
Makena Capital Management
California
$8.63M -$7.65M -28,448 -47%
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