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iShares Core S&P 500 ETF
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Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
1
BlackRock
New York
$8.6B
2
Wells Fargo
2
Wells Fargo
California
$3.8B
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$1.21B
4
AC
4
Allstate Corporation
Illinois
$391M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.32B

Top Sellers

1
NMIMC
1
Northwestern Mutual Investment Management Company
Wisconsin
$654M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$302M
3
GI
3
Gradient Investments
Minnesota
$44M
4
Goldman Sachs
4
Goldman Sachs
New York
$304M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LW
101
Linscomb Wealth
Texas
$78.6M 331,366 -3,117 -0.9%
AssetMark Inc
102
AssetMark Inc
California
$78.5M 330,991 +190,015 +135%
PCIG
103
Partners Capital Investment Group
Massachusetts
$76M 320,195 +29,029 +10%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$74.1M 312,208 -433,717 -58%
GWM
105
Geneos Wealth Management
Colorado
$70.8M 298,561 +230,164 +337%
RGIA
106
Rainier Group Investment Advisory
Washington
$69.5M 292,788 -22,430 -7%
VCM
107
Verger Capital Management
North Carolina
$69M 290,976 -64,545 -18%
ACM
108
Aviance Capital Management
Florida
$66.5M 280,241 -134,733 -32%
Axa
109
Axa
France
$65.9M 277,726 -5,199 -2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$65.8M 277,271 +6,365 +2%
TCT
111
TIAA CREF Trust
Missouri
$64.7M 272,594 +29,506 +12%
MIH
112
Madison Investment Holdings
Wisconsin
$64.7M 272,574 +17,316 +7%
BDF
113
Balasa Dinverno & Foltz
$64.1M 269,988 -9,008 -3%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$63.9M 269,428 -23,774 -8%
CAL
115
Capital Analysts LLC
Pennsylvania
$62.9M 265,148 +244,375 +1,176%
TAM
116
Tiverton Asset Management
Delaware
$62.9M 265,000 +265,000 New
MIAN
117
Mariner Independent Advisor Network
Kansas
$62.7M 264,177 +251,769 +2,029%
Stifel Financial
118
Stifel Financial
Missouri
$60.4M 254,347 +166,628 +190%
CPO
119
Cerity Partners OCIO
New York
$59.8M 252,107 -13,360 -5%
BFPW
120
BOK Financial Private Wealth
Colorado
$59.6M 251,309 -3,265 -1%
MFBTD
121
MB Financial Bank - Trust Department
Illinois
$59.4M 250,459 +123,297 +97%
TFO
122
Tarbox Family Office
California
$57.7M 243,292 +8,169 +3%
FNBOH
123
First National Bank of Hutchinson
Kansas
$57.7M 243,247 +6,245 +3%
USAA
124
United Services Automobile Association
Texas
$55.8M 235,340 +77,700 +49%
JWM
125
Janiczek Wealth Management
Colorado
$55.5M 233,853 -266,365 -53%
3 4
5
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