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iShares Core S&P 500 ETF
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Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$920M
2
Asset Management One
Asset Management One
Japan
$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$695M
4
BlackRock
BlackRock
New York
$4.65B
5
BFA
BlackRock Fund Advisors
California
$866M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
$0
2
BIT
BlackRock Institutional Trust
California
$1.2B
3
PP
Prudential plc
United Kingdom
$137M
4
PPFA
Provida Pension Fund Administrator
Chile
$0
5
JRP
Jasper Ridge Partners
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
126
UBS AM
Illinois
$51.9M +$4.27M +18,975 +9%
MCM
127
Makena Capital Management
California
$50.7M -$43.1M -191,575 -46%
BOS
128
Bingham Osborn & Scarborough
California
$50.6M -$5.77M -25,651 -10%
BSB
129
Bangor Savings Bank
Maine
$50.4M +$2.54M +11,294 +5%
PIM
130
Parker Investment Management
California
$49.9M -$3.42M -15,183 -6%
JWM
131
Jackson Wealth Management
Florida
$48.9M +$567K +2,490 +1%
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$48.1M -$1.15M -5,114 -2%
TIM
133
Tortoise Investment Management
New York
$47.6M -$932K -4,144 -2%
SC
134
Stratford Consulting
Texas
$47.3M +$693K +3,082 +1%
BF
135
BOK Financial
Oklahoma
$47.2M -$4.73M -21,012 -9%
SIM
136
SSI Investment Management
California
$45.3M -$2.26M -10,055 -5%
HFS
137
HL Financial Services
Kentucky
$45.1M +$5.53M +24,577 +14%
TMNFIC
138
Tokio Marine & Nichido Fire Insurance Company
Japan
$45M – – –
SIMM
139
Stillwater Investment Management (Minnesota)
Minnesota
$44.5M +$567K +2,518 +1%
MFS
140
McNamara Financial Services
Massachusetts
$44.2M +$1.2M +5,346 +3%
Barclays
141
Barclays
United Kingdom
$43.9M -$11M -49,028 -20%
DC
142
Deere & Company
Illinois
$43.9M -$2.95M -13,125 -6%
HWA
143
Heritage Wealth Advisors
Virginia
$43.5M +$703K +3,126 +2%
WA
144
Wealth Architects
California
$43.3M +$956K +4,248 +2%
MA
145
Montag & Associates
Georgia
$43.1M +$2.64M +11,745 +7%
PA
146
Parallel Advisors
California
$43M +$43M +191,230 New
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$42.4M -$3.24M -14,401 -7%
AG
148
Advisor Group
Arizona
$42.3M +$2.59M +11,511 +7%
AI
149
Accredited Investors
Minnesota
$41.9M -$676K -3,005 -2%
KA
150
Klingman & Associates
New York
$41M +$2.64M +11,727 +7%
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