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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 %
ST
976
Spinnaker Trust
Maine
$254K +$254K +1,071 New
AB
977
Atlas Brown
Kentucky
$253K +$13.5K +57 +6%
VCM
978
Vigilant Capital Management
Maine
$249K – – –
WA
979
Winfield Associates
Ohio
$248K -$2.37K -10 -0.9%
MWM
980
Meridian Wealth Management
Kentucky
$248K +$248K +1,045 New
ERIM
981
Eagle Ridge Investment Management
Connecticut
$244K – – –
GD
982
Grandfield & Dodd
New York
$243K -$23.7K -100 -9%
HS
983
Huntington Steele
Pennsylvania
$243K +$4.28K +18 +2%
RFS
984
Rockefeller Financial Services
New York
$242K – – –
CC
985
Callan Capital
California
$242K – – –
FC
986
Forte Capital
New York
$241K +$19K +80 +9%
AHC
987
Adell Harriman & Carpenter
Texas
$241K +$241K +1,015 New
SWM
988
Segment Wealth Management
Texas
$237K – – –
WSCM
989
Wellington Shields Capital Management
New York
$237K +$237K +1,000 New
CW
990
Cabot-Wellington
Massachusetts
$235K – – –
VAM
991
Verity Asset Management
North Carolina
$235K +$235K +991 New
BRC
992
Bell Rock Capital
Delaware
$234K -$58.5K -249 -20%
DAS
993
Dynamic Advisor Solutions
Arizona
$234K +$234K +987 New
LCM
994
Lucas Capital Management
New Jersey
$233K +$475 +2 +0.2%
FANJ
995
Financial Architects (New Jersey)
New Jersey
$233K +$12.6K +53 +6%
M
996
MOTCO
Texas
$233K +$209K +881 +872%
JSA
997
Jacobson & Schmitt Advisors
Wisconsin
$231K +$231K +975 New
BMM
998
Berkshire Money Management
Massachusetts
$230K -$19.9K -84 -8%
STMM
999
South Texas Money Management
Texas
$229K – – –
RCG
1000
Ruggie Capital Group
Florida
$228K +$946 +4 +0.4%
38 39
40
41 42