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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 %
PV
851
Private Vista
Illinois
$549K +$38.6K +161 +8%
ZCA
852
Zeke Capital Advisors
Pennsylvania
$545K – – –
TH
853
TCTC Holdings
Texas
$544K – – –
LS
854
Lattice Strategies
Pennsylvania
$541K -$280K -1,180 -34%
Luther King Capital Management (LKCM)
855
Luther King Capital Management (LKCM)
Texas
$541K -$102K -430 -16%
GAM
856
Gemmer Asset Management
California
$536K -$17.6K -74 -3%
BPB
857
Badgley, Phelps & Bell
Washington
$535K -$3.08K -13 -0.6%
RC
858
Rinet Company
Massachusetts
$535K +$237 +1 +0%
SFSIG
859
San Francisco Sentry Investment Group
California
$530K +$11.9K +50 +2%
BFM
860
Boston Financial Management
Massachusetts
$527K +$238K +1,003 +82%
FWIA
861
Fort Washington Investment Advisors
Ohio
$517K +$10.7K +45 +2%
AWM
862
Affinity Wealth Management
Delaware
$515K -$262K -1,104 -34%
TCM
863
Traynor Capital Management
Pennsylvania
$504K -$109K -454 -18%
MFW
864
Mosaic Family Wealth
Missouri
$503K -$604K -2,560 -55%
LA
865
Leonetti & Associates
Illinois
$503K +$503K +2,122 New
RMDI
866
R.M. Davis Inc
Maine
$501K +$15.2K +64 +3%
RFWA
867
RPg Family Wealth Advisory
Massachusetts
$499K -$1.15M -4,856 -70%
CI
868
Cavalier Investments
Georgia
$498K +$498K +2,100 New
PFBT
869
Parkside Financial Bank & Trust
Missouri
$493K -$391K -1,650 -44%
PC
870
Peavine Capital
Nevada
$493K -$52.4K -221 -10%
SCM
871
Southport Capital Management
Tennessee
$493K +$24.5K +103 +5%
TCCM
872
Timber Creek Capital Management
Massachusetts
$490K -$15.4K -65 -3%
FWM
873
FFT Wealth Management
Pennsylvania
$487K – – –
TTWM
874
TCV Trust & Wealth Management
Virginia
$484K – – –
BC
875
Barnett & Company
Tennessee
$482K -$9.97K -42 -2%
33 34
35
36 37