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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 %
FB
901
Fulton Bank
Pennsylvania
$1.05M +$21K +78 +2%
BPB
902
Badgley, Phelps & Bell
Washington
$1.04M +$270K +1,005 +35%
PL
903
Parthenon LLC
Kentucky
$1.04M – – –
ACP
904
Arcus Capital Partners
Georgia
$1.04M -$963K -3,582 -48%
NEPWA
905
New England Private Wealth Advisors
Massachusetts
$1.03M +$353K +1,314 +52%
HHGA
906
Halbert Hargrove Global Advisors
California
$1.03M +$96K +357 +10%
MMHP
907
Murphy Middleton Hinkle & Parker
Georgia
$1.01M +$1.01M +3,767 New
HWM
908
Highwater Wealth Management
Colorado
$1.01M – – –
MG
909
McCutchen Group
Washington
$1.01M +$9.68K +36 +1%
ACP
910
Aviance Capital Partners
Florida
$1.01M +$66.6K +248 +7%
MIM
911
Macroview Investment Management
Maryland
$989K +$269 +1 +0%
PCA
912
Personal Capital Advisors
California
$984K +$236K +876 +31%
WT
913
Washington Trust
Rhode Island
$979K -$4.84K -18 -0.5%
TNBTD
914
Trustmark National Bank Trust Department
Mississippi
$977K -$10.8K -40 -1%
KBFS
915
Kohmann Bosshard Financial Services
Ohio
$975K – – –
IC
916
Iconiq Capital
California
$975K – – –
RG
917
Rathbones Group
United Kingdom
$972K +$61.8K +230 +7%
GEA
918
Glen Eagle Advisors
New Jersey
$972K +$647K +2,406 +199%
FWSM
919
First Wilshire Securities Management
California
$968K -$60.5K -225 -6%
WSCM
920
Wellington Shields Capital Management
New York
$966K +$966K +3,592 New
IA
921
IndexIQ Advisors
New York
$963K -$68.5K -255 -7%
TF
922
Tompkins Financial
New York
$962K +$10.2K +38 +1%
EGA
923
E&G Advisors
Texas
$954K +$12.9K +48 +1%
SEIA
924
Signature Estate & Investment Advisors
California
$951K -$34.9K -130 -4%
HPC
925
Hobart Private Capital
North Carolina
$947K +$947K +3,521 New
35 36
37
38 39