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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 %
PSW
976
Portfolio Strategies (Washington)
Washington
$368K +$353K +1,448 +2,298%
EIA
977
Edgemoor Investment Advisors
Maryland
$365K +$365K +1,499 New
LCM
978
Lucas Capital Management
New Jersey
$362K +$123K +504 +51%
MBTD
979
Mechanics Bank - Trust Department
California
$359K – – –
PAS
980
Partnervest Advisory Services
California
$358K +$37K +152 +12%
MWM
981
Meridian Wealth Management
Kentucky
$357K +$102K +420 +40%
AF
982
Arrow Financial
New York
$356K -$1.46K -6 -0.4%
MMG
983
Monetary Management Group
Missouri
$353K – – –
SFWA
984
Summit Financial Wealth Advisors
Louisiana
$352K +$352K +1,448 New
GWS
985
Glassman Wealth Services
Virginia
$351K +$141K +578 +67%
AB
986
Atlas Brown
Kentucky
$348K +$88.6K +364 +34%
TCOO
987
Trust Company of Oklahoma
Oklahoma
$347K – – –
PA
988
Paracle Advisors
Washington
$346K +$57.8K +238 +20%
CIC
989
Cornercap Investment Counsel
Georgia
$344K – – –
IA
990
Independence Advisors
Pennsylvania
$341K – – –
IC
991
InterOcean Capital
Illinois
$339K – – –
BRWA
992
B. Riley Wealth Advisors
Florida
$337K +$64.4K +264 +24%
GHAM
993
Gilman Hill Asset Management
Connecticut
$335K +$30.5K +125 +10%
AIS
994
American Investment Services
Massachusetts
$328K – – –
JSA
995
Jacobson & Schmitt Advisors
Wisconsin
$327K +$90K +370 +38%
CA
996
Cortland Associates
Missouri
$321K -$538K -2,211 -63%
MBT
997
Monroe Bank & Trust
Michigan
$321K -$121K -496 -27%
PWM
998
Patriot Wealth Management
Texas
$321K – – –
WDL
999
Well Done LLC
Michigan
$318K -$2.68K -11 -0.8%
HFA
1000
High Falls Advisors
New York
$313K -$15.4M -63,440 -98%
38 39
40
41 42