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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 %
LA
1051
Leonetti & Associates
Illinois
$580K -$20.7K -77 -3%
MWM
1052
Mission Wealth Management
California
$575K +$56.5K +210 +11%
HFA
1053
High Falls Advisors
New York
$574K +$175K +651 +44%
WI
1054
Welch Investments
Alabama
$571K +$571K +2,125 New
KCM
1055
Kornitzer Capital Management
Kansas
$571K +$571K +2,125 New
BC
1056
Barnett & Company
Tennessee
$568K +$61.8K +230 +12%
LPIC
1057
LeJeune Puetz Investment Counsel
Michigan
$567K +$68.3K +254 +14%
WPA
1058
West Paces Advisors
Georgia
$564K +$26.6K +99 +5%
WAM
1059
Weatherly Asset Management
California
$561K -$5.38K -20 -1%
CC
1060
Callan Capital
California
$559K +$285K +1,060 +104%
CM
1061
Churchill Management
California
$558K +$97.9K +364 +21%
SGAM
1062
Steinberg Global Asset Management
Florida
$557K – – –
MCIA
1063
Mountain Capital Investment Advisors
Colorado
$552K +$47.3K +176 +9%
DIA
1064
Davidson Investment Advisors
Montana
$547K – – –
HTC
1065
Haverford Trust Company
Pennsylvania
$547K +$235K +872 +75%
CAM
1066
Carret Asset Management
New York
$544K +$117K +435 +27%
OIWM
1067
OptiFour Integrated Wealth Management
Virginia
$542K +$542K +2,016 New
MIM
1068
Montgomery Investment Management
Maryland
$540K – – –
JC
1069
Jentner Corp
Ohio
$531K – – –
CA
1070
Cortland Associates
Missouri
$527K +$172K +639 +48%
FF
1071
Francis Financial
$525K +$525K +1,952 New
PFM
1072
Probabilities Fund Management
New York
$522K +$522K +1,943 New
G
1073
Gainplan
Michigan
$521K +$281K +1,045 +117%
AIM
1074
Arcadia Investment Management
Michigan
$516K -$39.3K -146 -7%
GKWIM
1075
Gerber Kawasaki Wealth & Investment Management
California
$515K -$35.4K -132 -6%
41 42
43
44 45