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iShares Core S&P 500 ETF
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Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$1.98M +$1.98M +7,372 New
UR
752
USCA RIA
Texas
$1.98M +$271K +1,008 +16%
CMP
753
Courage Miller Partners
Virginia
$1.97M -$27.7K -103 -1%
RT
754
Rockland Trust
Massachusetts
$1.96M +$1.54M +5,729 +366%
PFM
755
Parsec Financial Management
North Carolina
$1.95M -$30.7K -114 -2%
SCG
756
Sonata Capital Group
Washington
$1.93M -$43K -160 -2%
RPGK
757
Retirement Planning Group (Kansas)
Kansas
$1.93M -$15.6K -58 -0.8%
MBT
758
Montecito Bank & Trust
California
$1.93M -$3.23K -12 -0.2%
GF
759
Goodman Financial
Texas
$1.92M -$540K -2,008 -22%
Betterment LLC
760
Betterment LLC
New York
$1.92M -$10.5K -39 -0.5%
VIM
761
Vista Investment Management
Pennsylvania
$1.92M +$1.92M +7,130 New
AC
762
Abbrea Capital
California
$1.91M -$14.8K -55 -0.8%
VCM
763
Violich Capital Management
California
$1.9M +$30.9K +115 +2%
CWM
764
Concentric Wealth Management
California
$1.9M -$8.87K -33 -0.5%
CT
765
Cambridge Trust
Massachusetts
$1.89M +$65.9K +245 +4%
Cetera Investment Advisers
766
Cetera Investment Advisers
Illinois
$1.89M -$647K -2,408 -25%
CTA
767
Chesley Taft & Associates
Illinois
$1.89M +$118K +440 +7%
SSP
768
Sapphire Star Partners
Washington
$1.88M -$63.7K -237 -3%
FIB
769
First Interstate Bank
Montana
$1.87M – – –
UIA
770
UBP Investment Advisors
Switzerland
$1.87M +$1.87M +6,952 New
OCG
771
Opus Capital Group
Ohio
$1.86M +$24.2K +90 +1%
NIC
772
Northwest Investment Counselors
Oregon
$1.85M -$32.3K -120 -2%
HT
773
Heritage Trust
Oklahoma
$1.84M – – –
WA
774
Waverly Advisors
Alabama
$1.83M -$10.5K -39 -0.6%
EWA
775
EP Wealth Advisors
California
$1.83M +$53.2K +198 +3%
29 30
31
32 33