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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 %
HWA
176
Heritage Wealth Advisors
Virginia
$52.8M -$1.01M -3,764 -2%
UBS AM
177
UBS AM
Illinois
$52.2M +$110K +411 +0.2%
MFS
178
McNamara Financial Services
Massachusetts
$52.1M -$733K -2,728 -1%
Northern Trust
179
Northern Trust
Illinois
$51.8M -$50K -186 -0.1%
FMWA
180
Forvis Mazars Wealth Advisors
Missouri
$50.1M -$952K -3,540 -2%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$49.3M +$2.31M +8,600 +5%
GC
182
Gilbert & Cook
Iowa
$48.7M +$814K +3,028 +2%
GWM
183
Geneos Wealth Management
Colorado
$48.7M +$7.1M +26,385 +17%
WA
184
Wealth Architects
California
$48.6M -$978K -3,637 -2%
MB
185
Mizuho Bank
Japan
$48.4M – – –
GT
186
Glenview Trust
Kentucky
$48.1M -$73.4K -273 -0.2%
CIM
187
CIM Investment Management
Pennsylvania
$47.9M +$3.64M +13,536 +8%
FA
188
Fiducient Advisors
Illinois
$47M +$47M +174,743 New
ONB
189
Old National Bancorp
Indiana
$46.8M +$9.6M +35,726 +26%
WAM
190
Watermark Asset Management
California
$45.8M -$2.15M -7,982 -4%
HFBOT
191
Home Federal Bank of Tennessee
Tennessee
$45.7M +$60.5K +225 +0.1%
MWAC
192
Mariner Wealth Advisors (Cincinnati)
Ohio
$45.1M +$1.21M +4,489 +3%
CPO
193
Cerity Partners OCIO
New York
$44.7M -$183K -682 -0.4%
TLIC
194
Taiyo Life Insurance Company
Japan
$44.6M +$44.6M +166,000 New
CC
195
Courier Capital
New York
$44.6M +$58.9K +219 +0.1%
DADC
196
D.A. Davidson & Co
Montana
$44.3M +$1.57M +5,857 +4%
FWCM
197
Ferguson Wellman Capital Management
Oregon
$44M -$2.12M -7,888 -5%
BOH
198
Bank of Hawaii
Hawaii
$44M -$3.82M -14,210 -8%
JWM
199
Jackson Wealth Management
Florida
$43.7M -$25.5M -92,217 -37%
CWM
200
Cahaba Wealth Management
Georgia
$43.1M +$4.32M +16,077 +11%
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