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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 %
SFWA
1001
Summit Financial Wealth Advisors
Louisiana
$723K +$293K +1,088 +68%
PWM
1002
Perigon Wealth Management
California
$722K -$660K -2,455 -48%
HCM
1003
Harvest Capital Management
New Hampshire
$719K – – –
LJHT
1004
Laurie J. Hall Trustee
$716K +$716K +2,663 New
BA
1005
BKS Advisors
Michigan
$715K +$22.6K +84 +3%
KWM
1006
Kingsview Wealth Management
Oregon
$715K +$153K +568 +27%
CCA
1007
Clearwater Capital Advisors
Illinois
$714K – – –
TW
1008
Transform Wealth
Colorado
$707K +$19.9K +74 +3%
PWAP
1009
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$707K +$165K +615 +31%
BFG
1010
Beacon Financial Group
Texas
$705K -$76.1K -283 -10%
DWM
1011
Doyle Wealth Management
Florida
$705K -$22.3K -83 -3%
OCM
1012
Orser Capital Management
Texas
$702K +$702K +2,500 New
ZF
1013
Zhang Financial
Michigan
$700K – – –
SLT
1014
St Louis Trust
Missouri
$695K – – –
CIAS
1015
Capital Investment Advisory Services
North Carolina
$693K -$627K -2,332 -47%
SCM
1016
Sterling Capital Management
North Carolina
$691K – – –
AFA
1017
Arlington Financial Advisors
California
$686K +$686K +2,399 New
SP
1018
SWS Partners
Ohio
$685K +$685K +2,547 New
EB
1019
Eastern Bank
Massachusetts
$683K -$4.03K -15 -0.6%
PA
1020
Prism Advisors
California
$678K +$678K +2,523 New
RI
1021
RWWM Inc
California
$676K +$676K +2,514 New
QFA
1022
Quattro Financial Advisors
Texas
$665K -$620K -2,245 -48%
ECM
1023
Evergreen Capital Management
Washington
$657K +$657K +2,444 New
CCM
1024
Carlson Capital Management
Minnesota
$655K -$96.5K -359 -13%
GHA
1025
GW Henssler & Associates
Georgia
$654K -$13.2K -49 -2%
39 40
41
42 43