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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
$5.33B
2
Wells Fargo
Wells Fargo
California
$5.45B
3
BlackRock
BlackRock
New York
$9.93B
4
LPL Financial
LPL Financial
California
$688M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.41B

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$303M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
4
PPFA
Provida Pension Fund Administrator
Chile
$132M
5
AssetMark Inc
AssetMark Inc
California
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$503M +$458M +1,881,636 +1,026%
CIA
27
Choate Investment Advisors
Massachusetts
$474M -$9.45M -38,838 -2%
AHSSHC
28
Adventist Health System Sunbelt Healthcare Corp
Florida
$463M +$463M +1,901,414 New
SMM
29
Stadion Money Management
Georgia
$451M -$42.4M -174,258 -9%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$406M +$41.8M +171,737 +11%
AC
31
Allstate Corporation
Illinois
$402M – – –
SR
32
Swiss Re
Switzerland
$400M +$25.4M +104,300 +7%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$396M +$320M +1,311,404 +420%
MLIC
34
Mandatum Life Insurance Company
Finland
$376M -$2.48M -10,189 -0.7%
JRP
35
Jasper Ridge Partners
California
$367M +$150M +617,972 +69%
AA
36
Alesco Advisors
New York
$355M +$31.5M +129,237 +10%
Franklin Resources
37
Franklin Resources
California
$344M +$3.85M +15,811 +1%
UCFA
38
United Capital Financial Advisors
Texas
$305M +$13.3M +54,687 +5%
NMIMC
39
Northwestern Mutual Investment Management Company
Wisconsin
$303M -$368M -1,511,300 -55%
NLI
40
Nippon Life Insurance
Japan
$284M – – –
Rafferty Asset Management
41
Rafferty Asset Management
New York
$272M +$53.4M +219,277 +24%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$260M -$50.4M -206,985 -16%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$259M -$7.6M -31,243 -3%
JIC
44
Johnson Investment Counsel
Ohio
$255M +$1.54M +6,325 +0.6%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$248M +$32.3M +132,787 +15%
RFC
46
Regions Financial Corp
Alabama
$243M +$40.6M +166,650 +20%
FT
47
Fiduciary Trust
Massachusetts
$241M +$10.1M +41,500 +4%
DLIC
48
Daido Life Insurance Company
Japan
$232M – – –
GT
49
Greenleaf Trust
Michigan
$231M +$53.3M +218,804 +30%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$228M +$20.8M +85,333 +10%
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