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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 %
CWM
726
Connecticut Wealth Management
Connecticut
$989K +$2.36K +10 +0.2%
SAM
727
Summit Asset Management
Tennessee
$986K – – –
CAM
728
Concorde Asset Management
Michigan
$984K +$440K +1,926 +81%
FWM
729
Focused Wealth Management
New York
$983K -$18.3K -77 -2%
Toronto Dominion Bank
730
Toronto Dominion Bank
Ontario, Canada
$980K +$255K +1,071 +35%
SNT
731
Security National Trust
West Virginia
$979K +$2.37K +10 +0.2%
JFA
732
JNBA Financial Advisors
Minnesota
$971K -$347K -1,461 -26%
IAA
733
Ironsides Asset Advisors
North Carolina
$971K +$971K +4,100 New
RG
734
Rathbones Group
United Kingdom
$969K – – –
CAM
735
Close Asset Management
United Kingdom
$968K +$634K +2,672 +190%
LA
736
Legacy Advisors
Pennsylvania
$960K +$940K +3,966 +4,721%
PFP
737
Pinnacle Financial Partners
Tennessee
$956K +$101K +424 +12%
TNBTD
738
Trustmark National Bank Trust Department
Mississippi
$945K -$65.5K -276 -6%
SBL
739
Sargent Bickham Lagudis
Colorado
$943K +$301K +1,268 +47%
CC
740
Cornerstone Capital
California
$941K -$261K -1,100 -22%
AIM
741
Arcadia Investment Management
Michigan
$939K – – –
PHS
742
Pekin Hardy Strauss
Illinois
$934K -$166K -700 -15%
PFGIA
743
Patriot Financial Group Insurance Agency
Massachusetts
$924K +$83.9K +355 +10%
ABC
744
Associated Banc-Corp
Wisconsin
$920K – – –
PL
745
Parthenon LLC
Kentucky
$918K +$42.7K +180 +5%
WIC
746
Woodmont Investment Counsel
Tennessee
$914K – – –
BFEC
747
Benjamin F. Edwards & Company
Missouri
$910K +$654K +2,755 +255%
FWSM
748
First Wilshire Securities Management
California
$908K – – –
EWA
749
Exencial Wealth Advisors
Oklahoma
$903K -$49.6K -211 -5%
SFP
750
Shepherd Financial Partners
Massachusetts
$901K -$702K -2,979 -44%
28 29
30
31 32