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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 %
GA
451
Geneva Advisors
Illinois
$4.42M +$1.24M +5,509 +39%
EWM
452
Evermay Wealth Management
Virginia
$4.4M +$175K +780 +4%
LA
453
LVW Advisors
New York
$4.36M +$47K +209 +1%
PCA
454
Peddock Capital Advisors
Massachusetts
$4.35M +$173K +767 +4%
BWP
455
Baldwin Wealth Partners
Massachusetts
$4.34M -$13.1K -58 -0.3%
WWM
456
Willingdon Wealth Management
North Carolina
$4.31M -$3.83K -17 -0.1%
OCM
457
One Capital Management
California
$4.24M -$373K -1,656 -8%
SYBT
458
Stock Yards Bank & Trust
Kentucky
$4.21M +$326K +1,447 +8%
AMG
459
Asset Management Group
Connecticut
$4.21M +$547K +2,432 +15%
FHA
460
Flagship Harbor Advisors
Massachusetts
$4.19M +$4.19M +18,361 New
FCI
461
Financial Counselors Inc
Kansas
$4.17M +$4.17M +18,533 New
WCM
462
Wealthcare Capital Management
Virginia
$4.16M -$1.2M -5,332 -22%
FC
463
Financial Consulate
Maryland
$4.14M +$156K +695 +4%
WA
464
WealthTrust-Arizona
Arizona
$4.11M +$94.7K +421 +2%
BAS
465
Brown Advisory Securities
Maryland
$4.1M +$1.4M +6,211 +52%
PFS
466
Prospera Financial Services
Texas
$4.06M -$118K -517 -3%
AGA
467
Accuvest Global Advisors
Utah
$4.01M -$21.1M -93,606 -84%
MI
468
Moneywise Inc
Virginia
$3.98M +$79K +351 +2%
Lido Advisors
469
Lido Advisors
California
$3.97M +$3.26M +14,478 +454%
BCI
470
Brinker Capital Investments
Pennsylvania
$3.97M +$55.8K +248 +1%
EA
471
Edge Advisors
Georgia
$3.96M +$3.96M +17,581 New
CCM
472
Canal Capital Management
Virginia
$3.95M +$114K +507 +3%
GG
473
Gofen & Glossberg
Illinois
$3.94M +$41.2K +183 +1%
ECM
474
Ensemble Capital Management
California
$3.92M +$3.92M +17,403 New
WB
475
WesBanco Bank
West Virginia
$3.91M +$350K +1,555 +10%
17 18
19
20 21