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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Strategic Investment Management
Virginia
$34.1M – – –
MIAN
227
Mariner Independent Advisor Network
Kansas
$33.4M +$11.1M +42,002 +50%
HCMT
228
Highland Capital Management (Tennessee)
Tennessee
$33.2M +$5.27M +19,852 +19%
DWA
229
Divergent Wealth Advisors
Utah
$32.4M +$6.99M +26,327 +27%
PP
230
Palladium Partners
Virginia
$32.2M +$167K +628 +0.5%
RTS
231
Round Table Services
New Jersey
$32.2M -$3.18K -12 -0%
PPFA
232
Provida Pension Fund Administrator
Chile
$32.2M -$92.2M -347,337 -74%
APSP
233
Asset Planning Services (Pennsylvania)
Pennsylvania
$32.1M +$148K +557 +0.5%
BOCM
234
Bontempo Ohly Capital Management
Maryland
$32M -$568K -2,139 -2%
IA
235
IFP Advisors
Florida
$31.8M – – –
EIA
236
Eldridge Investment Advisors
New Hampshire
$31.4M -$1.25M -4,695 -4%
CWM
237
Cornerstone Wealth Management
Missouri
$31.4M +$2.55M +9,861 +9%
CB
238
Commerce Bank
Missouri
$31.1M +$470K +1,770 +2%
LWIC
239
Leith Wheeler Investment Counsel
British Columbia, Canada
$30.9M +$30.9M +116,551 New
BAC
240
Boys Arnold & Co
North Carolina
$30.7M +$504K +1,877 +2%
LNC
241
Lincoln National Corp
Pennsylvania
$30.6M -$23.6M -88,794 -43%
OC
242
Oppenheimer & Co
New York
$30.6M +$593K +2,236 +2%
NB
243
Northwest Bancshares
Pennsylvania
$30.6M -$3.95M -14,875 -11%
WT
244
Whittier Trust
California
$30.2M +$2.67M +10,043 +10%
AWM
245
Avondale Wealth Management
Texas
$29.9M -$1.58M -5,953 -5%
BMCM
246
Bryn Mawr Capital Management
Pennsylvania
$29.8M +$14.1M +53,123 +90%
TNB
247
Thomasville National Bank
Georgia
$29.7M +$2.36M +8,884 +9%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$29.6M +$6.4M +24,121 +28%
GT
249
Glenmede Trust
Pennsylvania
$29.4M – – –
SFS
250
Summit Financial Strategies
Ohio
$29.4M -$325K -1,223 -1%
8 9
10
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