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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 %
Walleye Trading
701
Walleye Trading
New York
$1.01M +$1.01M +4,500 New
MCM
702
Mitchell Capital Management
Kansas
$997K -$66.6K -296 -6%
BWM
703
BerganKDV Wealth Management
Minnesota
$994K +$114K +508 +13%
CA
704
Cortland Associates
Missouri
$975K +$181K +804 +23%
RWP
705
RWA Wealth Partners
Massachusetts
$971K +$971K +4,317 New
EDRH
706
Edmond de Rothschild Holding
Switzerland
$967K +$967K +4,300 New
TNBTD
707
Trustmark National Bank Trust Department
Mississippi
$958K -$9K -40 -0.9%
BJ
708
Brouwer & Janachowski
California
$958K +$15.8K +70 +2%
HB
709
Homrich & Berg
Georgia
$957K +$272K +1,208 +40%
CWM
710
Connecticut Wealth Management
Connecticut
$954K +$3.2K +14 +0.3%
FWM
711
Focused Wealth Management
New York
$949K -$31.9K -142 -3%
CA
712
Cambridge Advisors
Nebraska
$943K +$5.17K +23 +0.6%
SF
713
Synovus Financial
Georgia
$941K -$828K -3,673 -47%
DCM
714
Donaldson Capital Management
Indiana
$940K +$940K +4,177 New
SAM
715
Summit Asset Management
Tennessee
$935K -$22.5K -100 -2%
DIA
716
Denver Investment Advisors
Colorado
$934K -$262K -1,166 -22%
SNT
717
Security National Trust
West Virginia
$926K – – –
RG
718
Rathbones Group
United Kingdom
$919K – – –
LAM
719
Lebenthal Asset Management
New York
$915K +$4.72K +21 +0.5%
WIC
720
Woodmont Investment Counsel
Tennessee
$914K -$287K -1,276 -24%
EWA
721
Exencial Wealth Advisors
Oklahoma
$912K – – –
SI
722
Stephens Inc
Arkansas
$899K +$21.8K +97 +2%
CBOA
723
Commonwealth Bank of Australia
Australia
$894K – – –
EK
724
Evensky & Katz
Florida
$894K +$58.9K +262 +7%
AIM
725
Arcadia Investment Management
Michigan
$890K +$191K +851 +27%
27 28
29
30 31