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iShares Core S&P 500 ETF
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Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$920M
2
Asset Management One
2
Asset Management One
Japan
$685M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$695M
4
BlackRock
4
BlackRock
New York
$4.65B
5
BFA
5
BlackRock Fund Advisors
California
$866M

Top Sellers

1
MTB
1
Mizuho Trust & Banking
Japan
$0
2
BIT
2
BlackRock Institutional Trust
California
$1.2B
3
PP
3
Prudential plc
United Kingdom
$137M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$0
5
JRP
5
Jasper Ridge Partners
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$113M 503,623 +170,090 +51%
JWM
77
Janiczek Wealth Management
Colorado
$113M 500,218 +500,218 New
DCC
78
Dow Chemical Company
Michigan
$108M 497,412 – –
UB
79
UMB Bank
Missouri
$107M 476,607 +13,583 +3%
Lazard Asset Management
80
Lazard Asset Management
New York
$107M 474,666 -40,969 -8%
SMA
81
Simply Money Advisors
Ohio
$106M 471,554 +471,554 New
BP
82
Ballentine Partners
Massachusetts
$106M 471,113 +458 +0.1%
CBU
83
CIBC Bank USA
Illinois
$105M 466,350 -3,543 -0.8%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$104M 464,430 +6,425 +1%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$103M 455,891 +153,071 +51%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$101M 448,481 +85,606 +24%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100M 446,540 -306,251 -41%
SMFG
88
Sumitomo Mitsui Financial Group
Japan
$96.4M 423,000 +423,000 New
Prudential Financial
89
Prudential Financial
New Jersey
$96.2M 427,370 +28,349 +7%
AllianceBernstein
90
AllianceBernstein
Tennessee
$95.4M 424,083 -34,650 -8%
ACM
91
Aviance Capital Management
Florida
$93.4M 414,974 -187,379 -31%
B
92
Brightworth
Georgia
$93.1M 413,643 +11,290 +3%
LIA
93
LBMC Investment Advisors
Tennessee
$92.2M 409,643 +4,080 +1%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$91.2M 405,201 +130,875 +48%
GT
95
Greenleaf Trust
Michigan
$90.3M 401,509 +72,421 +22%
N
96
Natixis
France
$89.9M 400,000 – –
BWM
97
Braver Wealth Management
Massachusetts
$87.4M 388,619 +70,372 +22%
PA
98
Planning Alternatives
Michigan
$84.3M 374,540 +7,150 +2%
CFG
99
CNO Financial Group
Indiana
$83.7M 371,837 +306,900 +473%
MWP
100
MYCIO Wealth Partners
Pennsylvania
$83.4M 370,682 +138,318 +60%
2 3
4
5 6