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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 %
WCM
501
Wealthcare Capital Management
Virginia
$4.19M -$200K -842 -5%
IWM
502
Integrated Wealth Management
California
$4.19M +$719K +3,031 +21%
SJIM
503
St. Johns Investment Management
Florida
$4.09M -$872K -3,675 -18%
PAM
504
Peak Asset Management
Colorado
$4.04M +$47K +198 +1%
IC
505
Intersect Capital
California
$4.03M -$1.65M -6,944 -29%
BA
506
Bristlecone Advisors
Washington
$3.98M +$243K +1,025 +7%
MCM
507
MV Capital Management
Maryland
$3.96M +$2.55M +10,766 +182%
BL
508
BFSG LLC
California
$3.95M +$3.95M +16,661 New
Daiwa Securities Group
509
Daiwa Securities Group
Japan
$3.94M +$1.83M +7,700 +87%
LWAC
510
Laurel Wealth Advisors (California)
California
$3.94M +$81.6K +344 +2%
AIP
511
Ahrens Investment Partners
Louisiana
$3.92M +$118K +496 +3%
RSA
512
Robertson Stephens Advisors
California
$3.86M +$614K +2,792 +19%
TNB
513
Thomasville National Bank
Georgia
$3.74M +$3.74M +15,778 New
GA
514
Geller Advisors
New York
$3.72M +$14K +59 +0.4%
TFCP
515
Twin Focus Capital Partners
Massachusetts
$3.72M +$568K +2,394 +18%
ATC
516
Argent Trust Co
Tennessee
$3.72M +$264K +1,112 +8%
SFA
517
Sequoia Financial Advisors
Ohio
$3.71M -$246K -1,037 -6%
IP
518
Investment Partners
Ohio
$3.68M +$46.5K +196 +1%
CG
519
Caprock Group
Idaho
$3.63M +$2.07M +8,711 +132%
MC
520
Middleton & Co
Massachusetts
$3.6M +$3.15M +13,295 +713%
SFM
521
Signet Financial Management
New Jersey
$3.55M -$94.4K -398 -3%
TCM
522
Telos Capital Management
California
$3.5M +$137K +576 +4%
CA
523
Continuum Advisory
Idaho
$3.46M +$3.46M +14,591 New
FFS
524
Founders Financial Securities
Maryland
$3.44M +$28.2K +119 +0.8%
HI
525
Horizon Investments
North Carolina
$3.43M +$16.6K +70 +0.5%
19 20
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