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iShares Core S&P 500 ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
951
Weatherly Asset Management
California
$403K – – –
SPWA
952
SteelBridge Private Wealth Advisors
Florida
$403K +$5.12K +21 +1%
CC
953
Cornerstone Capital
California
$402K -$564K -2,315 -58%
EDRH
954
Edmond de Rothschild Holding
Switzerland
$399K – – –
CCP
955
Corient Capital Partners
California
$399K – – –
MC
956
Mathes Company
New York
$396K – – –
AMCA
957
Arthur M. Cohen & Associates
Illinois
$396K – – –
IFAM
958
Institutional & Family Asset Management
Colorado
$396K +$84.6K +347 +27%
AAC
959
Asset Advisors Corp
Georgia
$391K – – –
TIA
960
Tiemann Investment Advisors
California
$389K +$243 +1 +0.1%
CCG
961
Cypress Capital Group
Florida
$387K -$60.8K -250 -14%
CA
962
Cumberland Advisors
Florida
$385K +$385K +1,580 New
RT
963
Rockland Trust
Massachusetts
$384K – – –
LRPA
964
L. Roy Papp & Associates
Arizona
$381K +$381K +1,565 New
RFA
965
Reilly Financial Advisors
California
$379K – – –
LIA
966
LS Investment Advisors
Michigan
$379K – – –
CCG
967
Chatham Capital Group
Georgia
$377K +$377K +1,550 New
Thrivent Financial for Lutherans
968
Thrivent Financial for Lutherans
Minnesota
$375K -$13.7K -56 -4%
CAM
969
Carret Asset Management
New York
$375K – – –
LNWWM
970
Laird Norton Wetherby Wealth Management
California
$374K – – –
CCT
971
Capital City Trust
Florida
$374K – – –
RCG
972
Ruggie Capital Group
Florida
$374K +$139K +572 +59%
PWAP
973
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$373K +$373K +1,533 New
AIM
974
Avity Investment Management
Connecticut
$370K -$24.3K -100 -6%
IPC
975
Independent Portfolio Consultants
Florida
$370K +$370K +1,521 New
37 38
39
40 41