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iShares Core S&P 500 ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.33B
2
Wells Fargo
Wells Fargo
California
$5.45B
3
BlackRock
BlackRock
New York
$9.93B
4
LPL Financial
LPL Financial
California
$688M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.41B

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$303M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
4
PPFA
Provida Pension Fund Administrator
Chile
$132M
5
AssetMark Inc
AssetMark Inc
California
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
101
Bingham Osborn & Scarborough
California
$93.9M +$40.3M +165,436 +75%
FI
102
FormulaFolio Investments
Michigan
$93.8M +$11.8M +48,485 +14%
MWP
103
MYCIO Wealth Partners
Pennsylvania
$93.3M +$983K +4,038 +1%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$92.6M +$10.9M +44,592 +13%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$92.4M +$40.9K +168 +0%
MB
106
Mizuho Bank
Japan
$87.6M +$34.1M +140,000 +64%
CONA
107
Capital One National Association
New York
$85M +$2.22M +9,122 +3%
PAS
108
Park Avenue Securities
New York
$84.6M +$84.6M +348,595 New
FA
109
FDx Advisors
Illinois
$84.4M +$46.4M +190,642 +122%
BAM
110
Baring Asset Management
United Kingdom
$82.4M -$2.04M -8,400 -2%
LW
111
Linscomb Wealth
Texas
$81.8M +$1.1M +4,535 +1%
KPAG
112
KLS Professional Advisors Group
New York
$81.7M +$81.7M +335,624 New
K
113
Kemper
Illinois
$81.1M +$28.7M +117,989 +55%
RWP
114
RWA Wealth Partners
Massachusetts
$80.3M -$5.4M -22,205 -6%
Lazard Asset Management
115
Lazard Asset Management
New York
$79.8M -$9.51M -39,085 -11%
TF
116
TIAA FSB
Florida
$76.4M +$76.4M +313,688 New
Jane Street
117
Jane Street
New York
$71.1M +$61.1M +251,065 +612%
VCM
118
Verger Capital Management
North Carolina
$68.2M -$2.6M -10,700 -4%
CAL
119
Capital Analysts LLC
Pennsylvania
$67.3M +$2.72M +11,173 +4%
Axa
120
Axa
France
$67.1M -$480K -1,974 -0.7%
PCIG
121
Partners Capital Investment Group
Massachusetts
$66.1M -$11.9M -48,767 -15%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$65.5M +$21M +86,354 +47%
BDF
123
Balasa Dinverno & Foltz
$65.2M -$536K -2,204 -0.8%
SAS
124
Sage Advisory Services
Texas
$64.5M +$64.5M +265,170 New
TAM
125
Tiverton Asset Management
Delaware
$64.5M – – –
3 4
5
6 7