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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 %
CCM
476
Condor Capital Management
New Jersey
$5.2M -$53.8K -221 -1%
IC
477
Intersect Capital
California
$5.17M +$1.03M +4,247 +25%
CWM
478
Cranbrook Wealth Management
Michigan
$5.15M +$5.15M +21,173 New
Lido Advisors
479
Lido Advisors
California
$5.14M +$689K +2,832 +15%
WJA
480
Williams Jones & Associates
New York
$5.12M – – –
SYBT
481
Stock Yards Bank & Trust
Kentucky
$5.11M +$469K +1,925 +10%
PMFA
482
Plante Moran Financial Advisors
Michigan
$5.07M -$53.1K -218 -1%
DCM
483
Dearborn Capital Management
Illinois
$5M -$5.37M -22,047 -52%
MFW
484
Meristem Family Wealth
Minnesota
$4.99M +$6.57K +27 +0.1%
CW
485
Cobiz Wealth
Colorado
$4.95M -$213K -877 -4%
BWP
486
Baldwin Wealth Partners
Massachusetts
$4.91M +$84.5K +347 +2%
WWM
487
Willingdon Wealth Management
North Carolina
$4.9M +$298K +1,226 +6%
OCM
488
One Capital Management
California
$4.89M +$502K +2,064 +11%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$4.83M +$4.77M +19,578 +7,042%
WP
490
WMS Partners
Maryland
$4.81M -$112K -460 -2%
VAM
491
Visionary Asset Management
Texas
$4.79M +$4.79M +19,673 New
KF
492
Krilogy Financial
Missouri
$4.73M -$328K -1,347 -6%
SCA
493
Salient Capital Advisors
Texas
$4.72M -$205K -842 -4%
Truist Financial
494
Truist Financial
North Carolina
$4.7M -$13.4K -55 -0.3%
WP
495
WealthPLAN Partners
Nebraska
$4.66M +$4.2M +17,274 +929%
SGK
496
Steigerwald Gordon & Koch
Virginia
$4.65M -$35K -145 -0.7%
CFC
497
Coyle Financial Counsel
Illinois
$4.63M -$912K -3,748 -16%
SXL
498
Summit X LLC
Missouri
$4.62M +$4.62M +18,995 New
VC
499
Vestor Capital
Illinois
$4.6M -$255K -1,048 -5%
CPIG
500
Chicago Partners Investment Group
Illinois
$4.48M +$3.82M +16,299 +577%
18 19
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