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iShares Core S&P 500 ETF
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Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
451
Doliver Advisors
Texas
$5.33M +$5.33M +22,457 New
GA
452
Geneva Advisors
Illinois
$5.32M +$649K +2,735 +14%
CAM
453
Congress Asset Management
Massachusetts
$5.3M -$3.55M -14,962 -40%
CTC
454
Central Trust Company
Missouri
$5.3M -$233K -983 -4%
BPC
455
Banque Pictet & Cie
Switzerland
$5.27M -$664K -2,800 -11%
FC
456
Financial Consulate
Maryland
$5.25M +$883K +3,721 +20%
SG Americas Securities
457
SG Americas Securities
New York
$5.17M +$2.09M +8,793 +68%
CCM
458
Condor Capital Management
New Jersey
$5.12M -$49.1K -207 -1%
QFA
459
Quattro Financial Advisors
Texas
$5.09M +$5.09M +21,497 New
BAS
460
Brown Advisory Securities
Maryland
$5.06M +$730K +3,075 +17%
DT
461
Diversified Trust
Tennessee
$5.05M +$1.75M +7,358 +53%
AA
462
Ancora Advisors
Ohio
$5.03M +$108K +456 +2%
CW
463
Cobiz Wealth
Colorado
$5.03M -$239K -1,008 -5%
PMFA
464
Plante Moran Financial Advisors
Michigan
$4.99M -$292K -1,230 -6%
WJA
465
Williams Jones & Associates
New York
$4.99M +$27.8K +117 +0.6%
PAG
466
Private Advisory Group
Washington
$4.94M -$345K -1,452 -7%
MFW
467
Meristem Family Wealth
Minnesota
$4.86M +$5.7K +24 +0.1%
AMG
468
Asset Management Group
Connecticut
$4.85M +$410K +1,727 +9%
MFP
469
Mosaic Financial Partners
California
$4.84M – – –
SCA
470
Salient Capital Advisors
Texas
$4.8M +$61.5K +259 +1%
WP
471
WMS Partners
Maryland
$4.8M +$61.2K +258 +1%
EWM
472
Evermay Wealth Management
Virginia
$4.75M +$109K +460 +2%
CA
473
Cornerstone Advisors
North Carolina
$4.75M – – –
FTS
474
Fifth Third Securities
Ohio
$4.74M +$2.87M +12,098 +154%
VC
475
Vestor Capital
Illinois
$4.74M +$1.98M +8,358 +72%
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