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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 %
KA
151
Klingman & Associates
New York
$52.5M +$2.89M +11,869 +6%
SC
152
Stratford Consulting
Texas
$52.3M +$480K +1,972 +0.9%
VFA
153
Voya Financial Advisors
Connecticut
$52M +$10.3M +42,469 +25%
WBG
154
Wharton Business Group
Pennsylvania
$51.6M -$2.5M -10,263 -5%
JWM
155
Janiczek Wealth Management
Colorado
$50.7M -$6.2M -25,478 -11%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$50.7M -$2.72M -11,163 -5%
NA
157
Neuburgh Advisers
California
$50.6M +$28.7M +117,912 +131%
CGI
158
Cougar Global Investments
Ontario, Canada
$49.7M +$49.7M +204,375 New
MCM
159
MAI Capital Management
Ohio
$49.7M +$6.24M +25,639 +14%
VC
160
Vicus Capital
Pennsylvania
$49.6M +$838K +3,444 +2%
HWA
161
Heritage Wealth Advisors
Virginia
$49.4M -$299K -1,228 -0.6%
SIMM
162
Stillwater Investment Management (Minnesota)
Minnesota
$49M -$694K -2,850 -1%
Millennium Management
163
Millennium Management
New York
$49M +$43.5M +178,627 +792%
PAG
164
Private Advisor Group
New Jersey
$48.9M -$28.8M -118,125 -37%
MA
165
MUFG Americas
New York
$48.9M +$5.37M +22,063 +12%
BF
166
BOK Financial
Oklahoma
$48.9M -$143K -586 -0.3%
TMNFIC
167
Tokio Marine & Nichido Fire Insurance Company
Japan
$48.7M – – –
UBS AM
168
UBS AM
Illinois
$48.6M -$1.43M -5,878 -3%
WA
169
Wealth Architects
California
$48.6M +$693K +2,849 +1%
GI
170
Gradient Investments
Minnesota
$48.5M +$3.3M +13,567 +7%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$47.5M -$3.1M -12,754 -6%
HH
172
HWG Holdings
Texas
$47.5M +$39.4M +161,932 +489%
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$47.3M +$768K +3,157 +2%
MFS
174
McNamara Financial Services
Massachusetts
$47.2M +$301K +1,237 +0.6%
PA
175
Parallel Advisors
California
$46.9M -$70.1K -282 -0.1%
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