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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
$8.71B
2
Bank of America
Bank of America
North Carolina
$8.8B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.6B

Top Sellers

1
BlackRock
BlackRock
New York
$10.9B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.51B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.73B
4
SIM
Sentry Investment Management
Wisconsin
$0
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
101
LBMC Investment Advisors
Tennessee
$114M +$3.79M +14,098 +3%
B
102
Brightworth
Georgia
$113M +$820K +3,050 +0.7%
BOS
103
Bingham Osborn & Scarborough
California
$113M -$485K -1,804 -0.4%
BP
104
Ballentine Partners
Massachusetts
$111M -$8.62M -32,059 -7%
PA
105
Planning Alternatives
Michigan
$106M +$209K +778 +0.2%
RWP
106
RWA Wealth Partners
Massachusetts
$104M +$4.68M +17,403 +5%
MWP
107
MYCIO Wealth Partners
Pennsylvania
$103M -$67.8K -252 -0.1%
KPAG
108
KLS Professional Advisors Group
New York
$101M +$2.33M +8,674 +2%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$101M +$15.1M +56,273 +18%
CONA
110
Capital One National Association
New York
$101M +$1.28M +4,763 +1%
California Public Employees Retirement System
111
California Public Employees Retirement System
California
$99.4M +$99.1M +368,749 +33,161%
B
112
Barings
North Carolina
$93.7M +$93.7M +347,151 New
TF
113
TIAA FSB
Florida
$91.9M +$5.37M +19,979 +6%
AssetMark Inc
114
AssetMark Inc
California
$90.3M +$3M +11,152 +3%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$87.5M +$87.5M +325,454 New
FA
116
FDx Advisors
Illinois
$86.9M -$6.9M -25,649 -7%
LW
117
Linscomb Wealth
Texas
$86.3M -$3.69M -13,737 -4%
VIM
118
VCU Investment Management
Virginia
$84.9M – – –
CWM
119
Calamos Wealth Management
Illinois
$83.7M +$19.8M +73,749 +31%
AA
120
ALPS Advisors
Colorado
$83.7M -$53.8M -199,997 -39%
Lazard Asset Management
121
Lazard Asset Management
New York
$82.8M -$5.22M -19,429 -6%
CAL
122
Capital Analysts LLC
Pennsylvania
$80.1M +$1.98M +7,371 +3%
CNHF
123
Conrad N. Hilton Foundation
California
$80.1M +$80.1M +297,989 New
Stifel Financial
124
Stifel Financial
Missouri
$77.5M +$7.48M +27,816 +11%
BCM
125
Brookstone Capital Management
Illinois
$77.5M +$12.4M +45,984 +19%
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5
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