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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 %
BMM
776
Buffington Mohr McNeal
Idaho
$1.83M +$38.4K +143 +2%
EFS
777
Essex Financial Services
Connecticut
$1.83M +$1.37M +5,094 +299%
W
778
Wealthfront
California
$1.82M +$650K +2,419 +55%
GIA
779
Guyasuta Investment Advisors
Pennsylvania
$1.81M +$46K +171 +3%
VDFA
780
Vickerman & Driscoll Financial Advisors
Washington
$1.8M +$1.8M +6,690 New
Fisher Asset Management
781
Fisher Asset Management
Washington
$1.8M +$1.44M +5,356 +402%
PL
782
Plancorp LLC
Missouri
$1.78M -$9.14K -34 -0.5%
CF
783
Corrigan Financial
Rhode Island
$1.74M +$100K +373 +6%
FPCG
784
Fort Pitt Capital Group
Pennsylvania
$1.74M +$562K +2,092 +48%
PWM
785
Paulson Wealth Management
Illinois
$1.73M +$1.73M +6,420 New
IIC
786
Ironwood Investment Counsel
Arizona
$1.72M +$104K +387 +6%
FPCP
787
Fort Point Capital Partners
California
$1.7M – – –
GP
788
Girard Partners
Pennsylvania
$1.7M +$172K +638 +11%
KF
789
Krilogy Financial
Missouri
$1.69M -$3.6M -13,395 -68%
BDS
790
Banco de Sabadell
Florida
$1.69M +$1.69M +6,275 New
Connor, Clark & Lunn Investment Management (CC&L)
791
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.68M – – –
WI
792
Wedgewood Investors
Pennsylvania
$1.68M – – –
WCF
793
West Coast Financial
California
$1.67M -$1.58M -5,867 -49%
AFP
794
Ausdal Financial Partners
Iowa
$1.67M -$1.52M -5,655 -48%
MWM
795
Mascoma Wealth Management
New Hampshire
$1.66M -$3.78M -13,615 -69%
OC
796
Oakworth Capital
Alabama
$1.66M -$158K -592 -9%
LPT
797
Legacy Private Trust
Wisconsin
$1.66M -$487K -1,812 -23%
SCA
798
Sage Capital Advisors
South Dakota
$1.64M +$5.11K +19 +0.3%
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$213K +770 +15%
HAM
800
Highstreet Asset Management
Ontario, Canada
$1.64M +$106K +396 +7%
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