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iShares Core S&P 500 ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
451
Birch Hill Investment Advisors
Massachusetts
$6.11M +$496K +2,036 +9%
BAS
452
Brown Advisory Securities
Maryland
$6.08M +$894K +3,673 +17%
LFR
453
Lehman Financial Resources
Pennsylvania
$6.05M +$3.89K +16 +0.1%
DW
454
Domani Wealth
Pennsylvania
$6M +$4.14K +17 +0.1%
MA
455
MCF Advisors
Kentucky
$5.82M +$315K +1,293 +6%
GA
456
Geneva Advisors
Illinois
$5.81M +$354K +1,455 +6%
AB
457
Amalgamated Bank
New York
$5.76M -$1.74M -7,156 -23%
FTS
458
Fifth Third Securities
Ohio
$5.76M +$892K +3,666 +18%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$5.72M +$4.78M +19,649 +512%
WB
460
WesBanco Bank
West Virginia
$5.61M +$122K +501 +2%
ZIC
461
ZWJ Investment Counsel
Georgia
$5.61M +$64.3K +264 +1%
BWA
462
BlueSky Wealth Advisors
North Carolina
$5.59M -$208K -853 -4%
SSW
463
Smith Shellnut Wilson
Mississippi
$5.59M -$9.58M -45,502 -63%
NL
464
NWAM LLC
Washington
$5.5M +$2.49M +10,225 +83%
CTC
465
Central Trust Company
Missouri
$5.49M +$49.7K +204 +0.9%
PAG
466
Private Advisory Group
Washington
$5.48M +$409K +1,681 +8%
AMG
467
Asset Management Group
Connecticut
$5.39M +$413K +1,697 +8%
RJT
468
Raymond James Trust
Florida
$5.38M +$823K +3,382 +18%
AIA
469
Avalon Investment & Advisory
Texas
$5.36M +$775K +3,184 +17%
SG Americas Securities
470
SG Americas Securities
New York
$5.35M +$50.4K +207 +1%
MFP
471
Mosaic Financial Partners
California
$5.34M +$369K +1,518 +7%
PCA
472
Peddock Capital Advisors
Massachusetts
$5.23M +$525K +2,158 +11%
MWM
473
Mascoma Wealth Management
New Hampshire
$5.21M -$2.9M -11,929 -36%
FC
474
Financial Consulate
Maryland
$5.21M -$180K -741 -3%
BCI
475
Brinker Capital Investments
Pennsylvania
$5.2M +$438K +1,799 +9%
17 18
19
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