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iShares Core S&P 500 ETF
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Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
551
WMS Partners
Maryland
$5.04M -$124K -462 -2%
PFP
552
Pinnacle Financial Partners
Tennessee
$5.02M +$948K +3,526 +23%
CCM
553
Canal Capital Management
Virginia
$5M +$103K +384 +2%
CFC
554
Coyle Financial Counsel
Illinois
$5M +$5M +18,608 New
OCM
555
One Capital Management
California
$4.99M +$34.7K +129 +0.7%
SCI
556
Stableford Capital II
Arizona
$4.96M +$2.03M +7,542 +69%
ACP
557
Aveo Capital Partners
Colorado
$4.91M +$477K +1,775 +11%
S
558
Schroders
United Kingdom
$4.91M – – –
WAAG
559
Wealth Alliance Advisory Group
Kansas
$4.81M +$4.81M +17,895 New
BCM
560
Beck Capital Management
Texas
$4.81M -$3.8M -14,127 -44%
BL
561
BFSG LLC
California
$4.8M +$47.3K +176 +1%
SFA
562
Sequoia Financial Advisors
Ohio
$4.78M +$602K +2,238 +14%
SPC
563
Salient Private Client
Texas
$4.78M +$4.78M +17,766 New
MC
564
Middleton & Co
Massachusetts
$4.76M +$55.9K +208 +1%
GIM
565
Goelzer Investment Management
Indiana
$4.75M +$1.17M +4,363 +33%
TCM
566
Telos Capital Management
California
$4.73M +$279K +1,039 +6%
CTB
567
Country Trust Bank
Illinois
$4.72M +$302K +1,125 +7%
CSM
568
CAMG Solamere Management
North Carolina
$4.72M +$368K +1,369 +8%
LWAC
569
Laurel Wealth Advisors (California)
California
$4.7M +$83.6K +311 +2%
ZIC
570
ZWJ Investment Counsel
Georgia
$4.68M -$1.52M -5,644 -24%
SWM
571
SigFig Wealth Management
California
$4.67M +$4.13M +15,361 +767%
SWP
572
Strategic Wealth Partners
Ohio
$4.66M +$4.66M +17,918 New
TFA
573
Transamerica Financial Advisors
Florida
$4.61M +$4.6M +17,110 +37,196%
SGK
574
Steigerwald Gordon & Koch
Virginia
$4.6M -$503K -1,889 -10%
KWA
575
KCS Wealth Advisory
California
$4.59M +$4.59M +17,082 New
21 22
23
24 25