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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 %
BWP
476
Baldwin Wealth Partners
Massachusetts
$4.7M +$123K +519 +3%
CBT
477
Central Bank & Trust
Kentucky
$4.69M -$555K -2,339 -11%
CWM
478
Concert Wealth Management
California
$4.69M -$232K -1,031 -5%
KF
479
Krilogy Financial
Missouri
$4.67M – – –
BCI
480
Brinker Capital Investments
Pennsylvania
$4.64M +$456K +1,923 +11%
Truist Financial
481
Truist Financial
North Carolina
$4.59M +$1.46M +6,154 +47%
PCA
482
Peddock Capital Advisors
Massachusetts
$4.58M +$475 +2 +0%
SGK
483
Steigerwald Gordon & Koch
Virginia
$4.57M -$222K -942 -5%
SYBT
484
Stock Yards Bank & Trust
Kentucky
$4.53M +$85.9K +362 +2%
WWM
485
Willingdon Wealth Management
North Carolina
$4.49M -$63.6K -268 -1%
PFS
486
Prospera Financial Services
Texas
$4.48M +$268K +1,133 +6%
CCM
487
Canal Capital Management
Virginia
$4.48M +$309K +1,302 +7%
AIA
488
Avalon Investment & Advisory
Texas
$4.47M +$379K +1,598 +9%
OWM
489
Orgel Wealth Management
Wisconsin
$4.45M +$3.95M +16,637 +794%
RJT
490
Raymond James Trust
Florida
$4.44M -$410K -1,730 -8%
Lido Advisors
491
Lido Advisors
California
$4.41M +$146K +606 +3%
Two Sigma Advisers
492
Two Sigma Advisers
New York
$4.39M -$4.27M -18,000 -49%
S
493
Schroders
United Kingdom
$4.33M +$4.33M +18,255 New
EA
494
Edge Advisors
Georgia
$4.3M +$130K +550 +3%
WA
495
WealthTrust-Arizona
Arizona
$4.28M -$47.7K -201 -1%
OCM
496
One Capital Management
California
$4.28M -$194K -816 -4%
MI
497
Moneywise Inc
Virginia
$4.22M +$24.7K +104 +0.6%
KL
498
KWMG LLC
Kansas
$4.21M -$1.18M -4,990 -22%
GG
499
Gofen & Glossberg
Illinois
$4.2M +$46.3K +195 +1%
VWM
500
Venturi Wealth Management
Texas
$4.19M +$4.19M +17,803 New
18 19
20
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