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iShares Core S&P 500 ETF
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Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$787M
2
Asset Management One
Asset Management One
Japan
+$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$429M
4
BlackRock
BlackRock
New York
+$379M
5
BFA
BlackRock Fund Advisors
California
+$291M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$662M
2
BIT
BlackRock Institutional Trust
California
-$380M
3
PP
Prudential plc
United Kingdom
-$158M
4
PPFA
Provida Pension Fund Administrator
Chile
-$127M
5
JRP
Jasper Ridge Partners
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
551
Perigon Wealth Management
California
$2.39M -$6.62M -27,577 -73%
FWM
552
Frontier Wealth Management
Missouri
$2.37M -$373K -1,658 -14%
CTB
553
Country Trust Bank
Illinois
$2.36M +$367K +1,633 +18%
FG
554
Fiduciary Group
Georgia
$2.35M +$128K +569 +6%
SDWMA
555
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.33M +$73.6K +327 +3%
Chevy Chase Trust
556
Chevy Chase Trust
Maryland
$2.29M +$315K +1,402 +16%
CL
557
CIM LLC
New York
$2.27M +$1.34M +5,971 +145%
HPBT
558
High Point Bank & Trust
North Carolina
$2.25M -$2.25K -10 -0.1%
MBT
559
Montecito Bank & Trust
California
$2.22M -$1.05M -4,649 -32%
PSW
560
Portfolio Strategies (Washington)
Washington
$2.22M +$2.22M +9,862 New
DCM
561
Dimension Capital Management
Florida
$2.17M +$2.17M +9,654 New
BC
562
Bartlett & Co
Ohio
$2.17M – – –
QA
563
Quantitative Advantage
Minnesota
$2.13M +$528K +2,346 +33%
RBC
564
Ronald Blue & Co
Georgia
$2.11M +$159K +705 +8%
LWM
565
LBA Wealth Management
Florida
$2.1M +$236K +1,050 +13%
JWM
566
Jacobus Wealth Management
Wisconsin
$2.09M +$513K +2,281 +33%
NSIM
567
North Star Investment Management
Illinois
$2.08M +$81K +360 +4%
GF
568
Goodman Financial
Texas
$2.07M +$48.6K +216 +2%
TSS
569
Two Sigma Securities
New York
$2.05M +$2.05M +9,127 New
SHCM
570
Stokes & Hubbell Capital Management
Louisiana
$2.05M +$150K +669 +8%
FPTW
571
Franklin, Parlapiano, Turner & Welch
Texas
$2.04M – – –
NL
572
NWAM LLC
Washington
$2.03M +$640K +2,845 +46%
HWP
573
Hefty Wealth Partners
Indiana
$2.02M +$69.3K +308 +4%
CLOS
574
Compagnie Lombard Odier SCmA
Switzerland
$2.02M – – –
WPC
575
Waters Parkerson & Co
Louisiana
$2.01M +$32K +142 +2%
21 22
23
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