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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 %
SS
576
Sunbelt Securities
Texas
$2.75M +$31.2K +128 +1%
BWA
577
BDO Wealth Advisors
Florida
$2.75M +$2.75M +11,286 New
WCWM
578
Wooster Corthell Wealth Management
Connecticut
$2.73M -$37K -152 -1%
GC
579
Gratus Capital
Georgia
$2.71M -$55K -226 -2%
JWM
580
Jacobus Wealth Management
Wisconsin
$2.71M +$430K +1,767 +19%
TFA
581
Transamerica Financial Advisors
Florida
$2.7M -$3.17M -13,002 -54%
AF
582
Alerus Financial
North Dakota
$2.69M -$193K -793 -7%
DCM
583
Dimension Capital Management
Florida
$2.69M +$243 +1 +0%
FTUS
584
Flow Traders U.S.
New York
$2.68M +$1.2M +4,947 +81%
KCP
585
KDI Capital Partners
North Carolina
$2.67M +$481K +1,978 +22%
CA
586
Capital Advantage
California
$2.64M -$5.64M -23,176 -68%
JGIA
587
Jackson Grant Investment Advisers
Connecticut
$2.64M -$40.2K -165 -1%
MCM
588
Mitchell Capital Management
Kansas
$2.64M -$181K -742 -6%
OAM
589
Oppenheimer Asset Management
New York
$2.63M +$2.63M +10,819 +1,081,900%
DWT
590
Dorsey & Whitney Trust
South Dakota
$2.62M – – –
ACM
591
Armbruster Capital Management
New York
$2.59M -$97.4K -400 -4%
FHA
592
Flagship Harbor Advisors
Massachusetts
$2.57M +$222K +912 +9%
FWM
593
Frontier Wealth Management
Missouri
$2.55M +$2.43K +10 +0.1%
SDWMA
594
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.54M +$730 +3 +0%
HWP
595
Hefty Wealth Partners
Indiana
$2.54M +$362K +1,489 +17%
BO
596
BRR OpCo
Ohio
$2.53M -$829K -3,406 -25%
Chevy Chase Trust
597
Chevy Chase Trust
Maryland
$2.51M +$212K +871 +9%
SHCM
598
Stokes & Hubbell Capital Management
Louisiana
$2.49M +$96.6K +397 +4%
SGCA
599
Steel Grove Capital Advisors
Tennessee
$2.47M +$826K +3,391 +50%
HB
600
Homrich & Berg
Georgia
$2.46M +$1M +4,119 +69%
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