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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 %
B
651
Bridgeworth
Alabama
$1.32M +$1.32M +5,830 New
AIM
652
Aspen Investment Management
Michigan
$1.32M – – –
RCWMU
653
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.31M -$25.9K -115 -2%
FPCP
654
Fort Point Capital Partners
California
$1.28M -$15.9K -70 -1%
ST
655
Smithfield Trust
Pennsylvania
$1.27M +$973K +4,323 +325%
RC
656
RegentAtlantic Capital
New Jersey
$1.27M +$166K +738 +15%
PGFC
657
Peapack-Gladstone Financial Corp
New Jersey
$1.27M – – –
FIM
658
Frontier Investment Management
Texas
$1.26M -$477K -2,121 -28%
JFA
659
JNBA Financial Advisors
Minnesota
$1.25M +$409K +1,819 +49%
GIA
660
Guyasuta Investment Advisors
Pennsylvania
$1.24M -$214K -953 -15%
MPI
661
Mairs & Power Inc
Minnesota
$1.24M +$153K +679 +14%
CCM
662
Colorado Capital Management
Colorado
$1.23M +$34.9K +155 +3%
IWM
663
IHT Wealth Management
Illinois
$1.22M +$1.22M +5,401 New
BSW
664
Buckingham Strategic Wealth
Missouri
$1.22M -$3.6K -16 -0.3%
FWP
665
FAS Wealth Partners
Kansas
$1.22M +$127K +565 +12%
3AM
666
3D Asset Management
Connecticut
$1.21M -$302K -1,344 -20%
GRP
667
Global Retirement Partners
California
$1.19M +$1.19M +5,273 New
JIR
668
James Investment Research
Ohio
$1.18M +$354K +1,575 +43%
MCM
669
McRae Capital Management
New Jersey
$1.18M -$15.5K -69 -1%
CNC
670
Citizens & Northern Corp
Pennsylvania
$1.17M -$14.8K -66 -1%
BCMO
671
Buckingham Capital Management (Ohio)
Ohio
$1.16M -$75.6K -336 -6%
CIM
672
Confluence Investment Management
Missouri
$1.16M +$113K +502 +11%
SWK
673
Stephen W. Kidder
$1.16M – – –
NAM
674
NTV Asset Management
West Virginia
$1.15M +$1.13K +5 +0.1%
HWM
675
Highwater Wealth Management
Colorado
$1.14M +$78.1K +347 +7%
25 26
27
28 29