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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 %
AAM
626
Aberdeen Asset Management
United Kingdom
$1.78M -$158K -668 -8%
NFP
627
Narus Financial Partners
Utah
$1.77M -$46K -194 -3%
RWA
628
River Wealth Advisors
Pennsylvania
$1.76M +$50.8K +214 +3%
PFM
629
Parsec Financial Management
North Carolina
$1.75M -$80.2K -338 -4%
TCOV
630
Trust Company of Vermont
Vermont
$1.75M +$218K +920 +14%
RPGK
631
Retirement Planning Group (Kansas)
Kansas
$1.74M -$19.9K -84 -1%
CT
632
Cambridge Trust
Massachusetts
$1.73M +$273K +1,152 +19%
MSAM
633
Moloney Securities Asset Management
Missouri
$1.73M +$1.22M +5,123 +239%
BCA
634
Bray Capital Advisors
Florida
$1.72M +$218K +917 +14%
SQA
635
Simon Quick Advisors
New Jersey
$1.72M +$1.06M +4,479 +163%
VCM
636
Violich Capital Management
California
$1.71M – – –
WS
637
Wedbush Securities
California
$1.7M +$121K +510 +8%
SSP
638
Sapphire Star Partners
Washington
$1.7M +$1.7M +7,163 New
NIC
639
Northwest Investment Counselors
Oregon
$1.7M – – –
NFG
640
Next Financial Group
Texas
$1.69M -$4.36M -18,206 -72%
CWM
641
Concentric Wealth Management
California
$1.68M -$401K -1,689 -19%
BWFM
642
Bridgewater Wealth & Financial Management
Maryland
$1.67M -$19K -80 -1%
Betterment LLC
643
Betterment LLC
New York
$1.67M -$4.03K -17 -0.2%
SCM
644
Stellar Capital Management
Arizona
$1.66M -$237K -1,000 -13%
AC
645
Abbrea Capital
California
$1.66M +$29.7K +125 +2%
GW
646
GW & Wade
Massachusetts
$1.66M -$139K -584 -8%
HPWM
647
Highland Private Wealth Management
Washington
$1.66M -$414K -1,746 -20%
OCG
648
Opus Capital Group
Ohio
$1.65M +$14.2K +60 +0.9%
EWA
649
EP Wealth Advisors
California
$1.65M -$273K -1,150 -14%
PL
650
Plancorp LLC
Missouri
$1.63M -$14.2K -60 -0.9%
24 25
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