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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 %
IC
1126
InterOcean Capital
Illinois
$418K +$42.2K +157 +11%
AC
1127
Alexandria Capital
Virginia
$413K +$179K +665 +76%
LNWWM
1128
Laird Norton Wetherby Wealth Management
California
$410K -$2.96K -11 -0.7%
VWM
1129
Valley Wealth Managers
New Jersey
$410K -$2.69K -10 -0.7%
HCM
1130
HM Capital Management
Missouri
$404K – – –
CA
1131
Cumberland Advisors
Florida
$402K -$22.9K -85 -5%
BRC
1132
Bell Rock Capital
Delaware
$400K +$17.7K +65 +5%
LRIA
1133
Leonard Rickey Investment Advisors
Washington
$400K +$400K +1,486 New
LRIC
1134
Long Road Investment Counsel
Michigan
$399K -$59.6K -222 -13%
TTWM
1135
TCV Trust & Wealth Management
Virginia
$396K -$153K -569 -28%
LS
1136
Lattice Strategies
Pennsylvania
$396K – – –
UFF
1137
USA Financial Formulas
Michigan
$393K +$393K +1,463 New
CCG
1138
Chatham Capital Group
Georgia
$390K -$26.9K -100 -6%
MMG
1139
Monetary Management Group
Missouri
$390K – – –
MWM
1140
Meridian Wealth Management
Kentucky
$389K +$1.06K +4 +0.3%
BFO
1141
Boston Family Office
Massachusetts
$386K +$143K +533 +59%
PI
1142
PHH Investments
Texas
$385K +$16.7K +62 +5%
NEGWA
1143
New England Guild Wealth Advisors
Connecticut
$385K +$385K +1,433 New
TCOO
1144
Trust Company of Oklahoma
Oklahoma
$383K – – –
AWM
1145
Altium Wealth Management
New York
$379K +$379K +1,409 New
CAMG
1146
CWA Asset Management Group
Florida
$377K +$377K +1,404 New
IA
1147
Independence Advisors
Pennsylvania
$373K -$14.5K -54 -4%
HS
1148
Huntington Steele
Pennsylvania
$367K +$537 +2 +0.1%
Mackenzie Financial
1149
Mackenzie Financial
Ontario, Canada
$366K +$366K +1,363 New
CWA
1150
Cypress Wealth Advisors
California
$365K -$113K -420 -24%
44 45
46
47 48