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iShares Core S&P 500 ETF
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Overview Fund Activity

802 hedge funds and large institutions have $34.5B invested in iShares Core S&P 500 ETF in 2014 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 341 increasing their positions, 221 reducing their positions, and 25 closing their positions.

Holders
802
Holders Change
+114
Holders Change %
+16.57%
% of All Funds
21.4%
Holding in Top 10
210
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+22.09%
% of All Funds
5.6%
New
148
Increased
341
Reduced
221
Closed
25
Calls
$48.8M
Puts
$25.3M
Net Calls
+$23.5M
Net Calls Change
+$10.1M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$2.04B
3
BlackRock
3
BlackRock
New York
$3.12B
4
QI
4
QS Investors
New York
$395M
5
UBS Group
5
UBS Group
Switzerland
$371M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$558M
2
HI
2
Horizon Investments
North Carolina
$2.62M
3
BG
3
BlackRock Group
United Kingdom
$212M
4
AC
4
Allstate Corporation
Illinois
$0
5
BOI
5
Bank of Italy
Italy
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
CM
51
Churchill Management
California
$157M 760,047 +760,047 New
Lazard Asset Management
52
Lazard Asset Management
New York
$157M 759,399 +88,295 +13%
SIM
53
Sentry Investment Management
Wisconsin
$150M 725,300 +3,600 +0.5%
JIC
54
Johnson Investment Counsel
Ohio
$149M 720,976 +19,891 +3%
USAA
55
United Services Automobile Association
Texas
$149M 719,100 +300,195 +72%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$140M 678,151 +31,080 +5%
JRP
57
Jasper Ridge Partners
California
$128M 619,356 -160,200 -21%
CC
58
Curian Capital
Colorado
$126M 610,877 +150,901 +33%
TMNFIC
59
Tokio Marine & Nichido Fire Insurance Company
Japan
$124M 599,000 +314,000 +110%
CFG
60
CKW Financial Group
Hawaii
$118M 568,051 +31,211 +6%
UCFA
61
United Capital Financial Advisors
Texas
$116M 562,969 +92,182 +20%
RFC
62
Regions Financial Corp
Alabama
$114M 549,264 +43,558 +9%
V
63
Veritable
Delaware
$110M 533,770 -603 -0.1%
BWM
64
Braver Wealth Management
Massachusetts
$107M 516,181 +191,435 +59%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$105M 508,420 +28,080 +6%
AL
66
Aspiriant LLC
California
$103M 496,611 -92,728 -16%
SIC
67
Sigma Investment Counselors
Michigan
$102M 492,198 +6,816 +1%
1GA
68
1st Global Advisors
Texas
$94.4M 456,491 -8,977 -2%
CBU
69
CIBC Bank USA
Illinois
$93.4M 451,526 +23,174 +5%
CPO
70
Cerity Partners OCIO
New York
$91.9M 444,263 -27,261 -6%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$89M 430,127 +52,496 +14%
Barclays
72
Barclays
United Kingdom
$88.7M 430,488 +39,379 +10%
DCC
73
Dow Chemical Company
Michigan
$85.7M 414,412 – –
BS
74
Bessemer Securities
New York
$85.2M 411,975 +184,300 +81%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$83.3M 402,760 +54,519 +16%
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