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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 %
ST
1201
Spinnaker Trust
Maine
$287K – – –
H
1202
HoyleCohen
California
$284K +$284K +1,055 New
FFW
1203
Fusion Family Wealth
New York
$283K +$8.88K +33 +3%
VAM
1204
Verity Asset Management
North Carolina
$282K -$79.7K -280 -22%
VCM
1205
Vigilant Capital Management
Maine
$282K – – –
WA
1206
Winfield Associates
Ohio
$281K – – –
BC
1207
Burney Company
Virginia
$281K +$281K +1,046 New
BW
1208
Biegel & Waller
Maryland
$280K – – –
4IG
1209
440 Investment Group
Kansas
$280K +$280K +1,041 New
KPCM
1210
Kings Point Capital Management
New York
$278K +$87K +324 +46%
PWAG
1211
Polaris Wealth Advisory Group
California
$274K -$1.08M -4,024 -80%
AF
1212
Arrow Financial
New York
$274K -$109K -405 -28%
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$273K – – –
LI
1214
LVZ Inc
Michigan
$269K +$269K +1,000 New
First Manhattan
1215
First Manhattan
New York
$266K -$15K -56 -5%
WTFG
1216
Wells Trecaso Financial Group
Ohio
$266K +$266K +991 New
SIM
1217
Sigma Investment Management
Oregon
$265K – – –
RCA
1218
Rowland Carmichael Advisors
Arizona
$261K -$19.4K -72 -7%
BMM
1219
Berkshire Money Management
Massachusetts
$261K – – –
QAM
1220
QCI Asset Management
New York
$260K -$7.27K -27 -3%
TC
1221
Telemus Capital
Michigan
$259K +$259K +966 New
RWM
1222
Ritholtz Wealth Management
New York
$258K +$258K +960 New
LWM
1223
Lenox Wealth Management
Ohio
$256K -$318K -1,183 -55%
RC
1224
Randolph Company
Ohio
$256K +$1.61K +6 +0.6%
AWA
1225
Artemis Wealth Advisors
New York
$255K -$417K -1,550 -62%
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