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iShares Core S&P 500 ETF
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Overview Fund Activity

557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.

Holders
557
Holders Change
+22
Holders Change %
+4.11%
% of All Funds
18.07%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
4.05%
New
57
Increased
216
Reduced
194
Closed
29
Calls
$69.3M
Puts
$52.2M
Net Calls
+$17.1M
Net Calls Change
-$3.51M

Top Buyers

1
MB
1
MUFG Bank
Japan
$360M
2
SMM
2
Stadion Money Management
Georgia
$1.16B
3
BlackRock
3
BlackRock
New York
$2.54B
4
Bank of America
4
Bank of America
North Carolina
$885M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$253M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$0
2
Bessemer Group
2
Bessemer Group
New Jersey
$2.5M
3
Wells Fargo
3
Wells Fargo
California
$1.22B
4
CBU
4
CIBC Bank USA
Illinois
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$241M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$142M 823,226 -88,028 -10%
BDF
27
Balasa Dinverno & Foltz
$139M 823,600 +8,444 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$133M 786,099 +9,827 +1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$129M 765,265 +37,408 +5%
Franklin Resources
30
Franklin Resources
California
$129M 762,067 -453,187 -37%
PP
31
Prudential plc
United Kingdom
$125M 739,866 +21,300 +3%
Goldman Sachs
32
Goldman Sachs
New York
$124M 735,617 +35,863 +5%
Creative Planning
33
Creative Planning
Kansas
$123M 726,146 +200,248 +38%
BIM
34
BlackRock Investment Management
Delaware
$122M 720,463 -196,423 -21%
Lazard Asset Management
35
Lazard Asset Management
New York
$118M 701,300 -177,354 -20%
PPA
36
Parametric Portfolio Associates
Washington
$118M 695,862 +199,932 +40%
SIM
37
Sentry Investment Management
Wisconsin
$114M 675,200 -18,700 -3%
JIC
38
Johnson Investment Counsel
Ohio
$112M 663,750 +2,819 +0.4%
U
39
UBS
Switzerland
$112M 660,957 -82,793 -11%
AA
40
ALPS Advisors
Colorado
$111M 660,139 -16,633 -2%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$106M 624,892 +12,291 +2%
AL
42
Aspiriant LLC
California
$97.5M 577,130 -11,457 -2%
V
43
Veritable
Delaware
$94.9M 561,629 +6,621 +1%
1GA
44
1st Global Advisors
Texas
$93M 550,881 -1,418 -0.3%
Barclays
45
Barclays
United Kingdom
$92.7M 551,530 -8,813 -2%
BFPW
46
BOK Financial Private Wealth
Colorado
$82.8M 490,520 -6,465 -1%
DCC
47
Dow Chemical Company
Michigan
$77.6M 459,412 – –
SIC
48
Sigma Investment Counselors
Michigan
$76.2M 451,386 +15,003 +3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$72.8M 430,760 +3,410 +0.8%
Aviva
50
Aviva
United Kingdom
$71.9M 425,475 – –
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