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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 %
SIS
1301
Sound Income Strategies
Florida
$133K +$133K +498 New
BAM
1302
Barrett Asset Management
New York
$124K +$40.4K +150 +48%
CPA
1303
Clear Perspective Advisors
Illinois
$120K – – –
RFM
1304
Royal Fund Management
Florida
$111K -$5.91K -22 -5%
VNA
1305
Valley National Advisers
Pennsylvania
$108K – – –
FM
1306
Forward Management
California
$105K +$13.5K +50 +15%
AP
1307
Atwood & Palmer
Missouri
$104K – – –
RBC
1308
Roble Belko & Company
Pennsylvania
$104K – – –
DPA
1309
Delphi Private Advisors
California
$92K -$10.8K -40 -10%
AIS
1310
AlphaOne Investment Services
Pennsylvania
$91K +$32.2K +120 +55%
WAS
1311
Winch Advisory Services
Wisconsin
$86K +$809 +3 +0.9%
YWP
1312
YorkBridge Wealth Partners
New York
$85K -$12K -45 -12%
CMO
1313
Covenant Multifamily Offices
Texas
$75K +$75K +280 New
SIM
1314
Sonora Investment Management
Arizona
$74.7K – – –
MCM
1315
Manchester Capital Management
Vermont
$74K +$17.2K +64 +30%
MPPLM
1316
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$66K +$66K +246 New
AIM
1317
Anchor Investment Management
South Carolina
$60.5K – – –
FRA
1318
Front Row Advisors
California
$58K +$58K +216 New
SWMG
1319
Signature Wealth Management Group
Georgia
$57K +$57K +211 New
AIS
1320
Accurate Investment Solutions
Pennsylvania
$55K -$3.63M -13,385 -99%
UOTTAIMCU
1321
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44K +$44K +162 New
PCTC
1322
Perkins Coie Trust Company
Washington
$40K – – –
HR
1323
Howe & Rusling
New York
$39K +$39K +145 New
CWM
1324
Catamount Wealth Management
Connecticut
$35K +$35K +131 New
AWMS
1325
Advocacy Wealth Management Services
Georgia
$34K – – –
51 52
53
54 55