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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 %
SDWMA
576
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.48M +$19K +80 +0.8%
LWM
577
LBA Wealth Management
Florida
$2.48M +$266K +1,120 +12%
LPT
578
Legacy Private Trust
Wisconsin
$2.47M -$736K -3,101 -23%
AEPG
579
American Economic Planning Group
New Jersey
$2.43M -$214K -903 -8%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$2.42M +$674K +2,842 +39%
RMAM
581
Raab & Moskowitz Asset Management
New Jersey
$2.38M +$645K +2,720 +37%
RPG
582
Risk Paradigm Group
Texas
$2.36M -$1.39M -5,860 -37%
SHCM
583
Stokes & Hubbell Capital Management
Louisiana
$2.33M +$169K +712 +8%
PWM
584
Perigon Wealth Management
California
$2.33M -$28.9K -122 -1%
BC
585
Bartlett & Co
Ohio
$2.29M – – –
FHA
586
Flagship Harbor Advisors
Massachusetts
$2.28M -$2.06M -8,731 -48%
FG
587
Fiduciary Group
Georgia
$2.28M -$200K -842 -8%
Chevy Chase Trust
588
Chevy Chase Trust
Maryland
$2.24M -$180K -759 -7%
WPC
589
Waters Parkerson & Co
Louisiana
$2.24M +$115K +484 +5%
KC
590
Kingfisher Capital
North Carolina
$2.22M +$766K +3,230 +53%
JWM
591
Jacobus Wealth Management
Wisconsin
$2.22M +$16.6K +70 +0.8%
NSIM
592
North Star Investment Management
Illinois
$2.21M +$7.12K +30 +0.3%
MBT
593
Montecito Bank & Trust
California
$2.2M -$146K -616 -6%
HT
594
HighTower Trust
Texas
$2.16M +$744K +3,138 +53%
FPTW
595
Franklin, Parlapiano, Turner & Welch
Texas
$2.16M – – –
EVM
596
Eaton Vance Management
Massachusetts
$2.15M -$632K -2,663 -23%
SFG
597
SNS Financial Group
Minnesota
$2.14M +$965K +4,068 +82%
KCP
598
KDI Capital Partners
North Carolina
$2.13M +$668K +2,814 +46%
HWP
599
Hefty Wealth Partners
Indiana
$2.12M -$9.01K -38 -0.4%
BAAM
600
Baker Avenue Asset Management
California
$2.11M -$874K -3,683 -29%
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