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iShares Core S&P 500 ETF
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Overview Fund Activity

688 hedge funds and large institutions have $28.1B invested in iShares Core S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 303 increasing their positions, 236 reducing their positions, and 22 closing their positions.

Holders
688
Holders Change
+16
Holders Change %
+2.38%
% of All Funds
19.98%
Holding in Top 10
172
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.61%
% of All Funds
4.99%
New
46
Increased
303
Reduced
236
Closed
22
Calls
$36.2M
Puts
$22.8M
Net Calls
+$13.4M
Net Calls Change
-$6.33M

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$352M
2
BlackRock
2
BlackRock
New York
$2.54B
3
BA
3
BlackRock Advisors
Delaware
$181M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1B
5
Korea Investment Corp
5
Korea Investment Corp
South Korea
$423M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$122M
2
GHF
2
Good Harbor Financial
Illinois
$870M
3
Goldman Sachs
3
Goldman Sachs
New York
$160M
4
CS
4
Credit Suisse
Switzerland
$34.8M
5
BOI
5
Bank of Italy
Italy
$896M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$275M 1,386,465 +149,675 +12%
CWA
27
Convergent Wealth Advisors
Maryland
$265M 1,335,363 -50,552 -4%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$253M 1,273,682 -20,579 -2%
AA
29
Alesco Advisors
New York
$238M 1,199,474 +25,525 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$234M 1,179,299 -49,402 -4%
MAA
31
Managed Account Advisors
New Jersey
$231M 1,165,850 +536,230 +85%
NLI
32
Nippon Life Insurance
Japan
$226M 1,140,500 – –
U
33
UBS
Switzerland
$207M 1,044,640 +45,265 +5%
BA
34
BlackRock Advisors
Delaware
$181M 914,082 +758,342 +487%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$181M 912,136 -5,995 -0.7%
Nomura Holdings
36
Nomura Holdings
Japan
$179M 902,279 -100,891 -10%
LPL Financial
37
LPL Financial
California
$176M 898,467 +106,059 +13%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$173M 870,407 -33,907 -4%
Goldman Sachs
39
Goldman Sachs
New York
$160M 805,691 -1,458,928 -64%
JRP
40
Jasper Ridge Partners
California
$155M 779,556 +324,500 +71%
M&T Bank
41
M&T Bank
New York
$151M 761,503 +707,219 +1,303%
BIT
42
BlackRock Institutional Trust
California
$147M 741,036 -146,566 -17%
SIM
43
Sentry Investment Management
Wisconsin
$143M 721,700 +20,000 +3%
FSIM
44
F-Squared Investment Management
Massachusetts
$142M 714,038 +376,244 +111%
SB
45
Suntrust Banks
Georgia
$141M 712,105 -4,792 -0.7%
JIC
46
Johnson Investment Counsel
Ohio
$139M 701,085 +8,221 +1%
HI
47
Horizon Investments
North Carolina
$138M 697,924 -215,431 -24%
Lazard Asset Management
48
Lazard Asset Management
New York
$133M 671,104 -13,393 -2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$128M 647,071 +5,471 +0.9%
AC
50
Allstate Corporation
Illinois
$122M 615,000 -1,980,455 -76%
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