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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 %
MSAM
626
Moloney Securities Asset Management
Missouri
$2.1M +$331K +1,359 +19%
NCM
627
Novare Capital Management
North Carolina
$2.09M -$65.7K -270 -3%
SCI
628
Stableford Capital II
Arizona
$2.08M +$716K +2,944 +52%
RPG
629
Risk Paradigm Group
Texas
$2.06M -$356K -1,461 -15%
HPWM
630
Highland Private Wealth Management
Washington
$2.05M +$351K +1,440 +21%
BAAM
631
Baker Avenue Asset Management
California
$2.03M -$137K -564 -6%
AAM
632
Autus Asset Management
Arizona
$2.02M -$56K -230 -3%
JIC
633
Joel Isaacson & Co
New York
$2.01M – – –
CCM
634
Cohen Capital Management
California
$2.01M – – –
LPT
635
Legacy Private Trust
Wisconsin
$2.01M -$530K -2,178 -21%
SG
636
StoneX Group
New York
$2M +$2M +8,203 New
WS
637
Wedbush Securities
California
$1.99M +$249K +1,022 +14%
NAM
638
North American Management
Massachusetts
$1.99M -$144K -590 -7%
FWP
639
FAS Wealth Partners
Kansas
$1.99M -$25.8K -106 -1%
CLOS
640
Compagnie Lombard Odier SCmA
Switzerland
$1.98M +$46.3K +190 +2%
GW
641
GW & Wade
Massachusetts
$1.97M +$271K +1,114 +16%
RG
642
Rikoon Group
New Mexico
$1.95M – – –
QA
643
Quantitative Advantage
Minnesota
$1.94M +$93.7K +385 +5%
AAM
644
Aureus Asset Management
Massachusetts
$1.93M -$26.3K -108 -1%
CMP
645
Courage Miller Partners
Virginia
$1.91M -$1.22K -5 -0.1%
CDIA
646
Capital Directions Investment Advisors
Georgia
$1.9M -$21.9K -90 -1%
ACP
647
Arcus Capital Partners
Georgia
$1.89M -$11.4K -47 -0.6%
AWM
648
Avior Wealth Management
Nebraska
$1.87M -$105K -432 -5%
RWA
649
River Wealth Advisors
Pennsylvania
$1.84M +$30.9K +127 +2%
VNIM
650
Vaughan Nelson Investment Management
Texas
$1.83M – – –
24 25
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