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iShares Core S&P 500 ETF
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Overview Fund Activity

1,163 hedge funds and large institutions have $80.8B invested in iShares Core S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 520 increasing their positions, 403 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
+23
Holders Change %
+2.02%
% of All Funds
29.04%
Holding in Top 10
342
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.59%
% of All Funds
8.54%
New
77
Increased
520
Reduced
403
Closed
42
Calls
$33.9M
Puts
$9.9M
Net Calls
+$24M
Net Calls Change
+$6.52M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$6.98B
2
Wells Fargo
Wells Fargo
California
$6.81B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.97B
4
BlackRock
BlackRock
New York
$11.2B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.01B

Top Sellers

1
AC
Alleghany Corporation
New York
$0
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$249M
3
BOI
Bank of Italy
Italy
$992M
4
DCC
Dow Chemical Company
Michigan
$0
5
PAS
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$101M +$4.66M +18,414 +5%
PA
102
Planning Alternatives
Michigan
$99.7M -$30.6K -121 -0%
MWP
103
MYCIO Wealth Partners
Pennsylvania
$97.1M +$190K +752 +0.2%
CONA
104
Capital One National Association
New York
$93.6M +$5.34M +21,119 +6%
RWP
105
RWA Wealth Partners
Massachusetts
$93.3M +$9.84M +38,908 +12%
KPAG
106
KLS Professional Advisors Group
New York
$93.3M +$8.39M +33,153 +10%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$88.7M +$88.7M +350,580 New
FA
108
FDx Advisors
Illinois
$88.2M +$589K +2,330 +0.7%
BAM
109
Baring Asset Management
United Kingdom
$85.9M +$428K +1,700 +0.5%
LW
110
Linscomb Wealth
Texas
$84.6M -$318K -1,256 -0.4%
K
111
Kemper
Illinois
$84.3M – – –
Lazard Asset Management
112
Lazard Asset Management
New York
$82.8M -$143K -566 -0.2%
AssetMark Inc
113
AssetMark Inc
California
$82.1M +$79.9M +315,981 +3,591%
TF
114
TIAA FSB
Florida
$81.4M +$2.08M +8,231 +3%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$80.7M +$12.6M +49,872 +19%
VIM
116
VCU Investment Management
Virginia
$79.8M +$17.3M +68,352 +28%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$79.3M -$40.8M -161,260 -34%
SPC
118
Sigma Planning Corp
Michigan
$77.9M +$15.3M +60,558 +24%
Geode Capital Management
119
Geode Capital Management
Massachusetts
$75.9M -$57.5M – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$74.1M +$7.87M +29,379 +12%
CAL
121
Capital Analysts LLC
Pennsylvania
$73.5M +$3.63M +14,341 +5%
PCIG
122
Partners Capital Investment Group
Massachusetts
$71.8M +$3.14M +12,397 +5%
TFO
123
Tarbox Family Office
California
$70.9M +$5.38M +21,283 +8%
Axa
124
Axa
France
$69.9M +$180K +713 +0.3%
AII
125
AGF Investments Inc
Ontario, Canada
$68.8M +$21.6M +85,433 +46%
3 4
5
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