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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 %
VCM
601
Violich Capital Management
California
$1.68M +$1.26M +5,410 +298%
SBH
602
Segall Bryant & Hamill
Illinois
$1.67M +$1.2M +5,343 +255%
RPGK
603
Retirement Planning Group (Kansas)
Kansas
$1.67M +$12.4K +55 +0.7%
FLPIM
604
F.L. Putnam Investment Management
Massachusetts
$1.65M +$842K +3,742 +104%
RMAM
605
Raab & Moskowitz Asset Management
New Jersey
$1.64M +$339K +1,507 +26%
EF
606
Empirical Finance
Pennsylvania
$1.64M +$1.64M +7,269 New
RWA
607
River Wealth Advisors
Pennsylvania
$1.62M +$734K +3,264 +83%
NIC
608
Northwest Investment Counselors
Oregon
$1.61M -$41.6K -185 -3%
BWFM
609
Bridgewater Wealth & Financial Management
Maryland
$1.61M +$19.6K +87 +1%
GA
610
GFS Advisors
Texas
$1.59M +$1.59M +7,081 New
Betterment LLC
611
Betterment LLC
New York
$1.59M -$1.12M -4,970 -41%
RFWA
612
RPg Family Wealth Advisory
Massachusetts
$1.57M +$212K +941 +16%
JIP
613
Jaffetilchin Investment Partners
Florida
$1.55M +$268K +1,192 +21%
PL
614
Plancorp LLC
Missouri
$1.55M +$1.55M +6,911 New
OCG
615
Opus Capital Group
Ohio
$1.55M -$538K -2,393 -26%
AC
616
Abbrea Capital
California
$1.55M +$1.55M +6,876 New
SFP
617
Shepherd Financial Partners
Massachusetts
$1.54M +$1.54M +6,800 New
GS
618
Girard Securities
California
$1.53M +$447K +1,986 +41%
SGCA
619
Steel Grove Capital Advisors
Tennessee
$1.52M – – –
WCF
620
West Coast Financial
California
$1.52M -$110K -487 -7%
HPWM
621
Highland Private Wealth Management
Washington
$1.51M -$51.3K -296 -3%
CF
622
Corrigan Financial
Rhode Island
$1.51M +$74.7K +332 +5%
CC
623
Cedar Capital
Illinois
$1.5M -$836K -3,715 -36%
WS
624
Wedbush Securities
California
$1.5M +$226K +1,003 +18%
QCMC
625
Quantum Capital Management (California)
California
$1.5M +$1.5M +6,649 New
23 24
25
26 27