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iShares Core S&P 500 ETF
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Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
226
JNBA Financial Advisors
Minnesota
$36M -$1.46M -5,351 -4%
AL
227
Aspiriant LLC
California
$35.7M -$2.82M -10,333 -7%
MWP
228
Moller Wealth Partners
$35.7M +$6.25M +22,906 +21%
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$35.2M +$11.7M +43,010 +50%
SIM
230
Strategic Investment Management
Virginia
$35.1M – – –
PAG
231
Private Advisor Group
New Jersey
$34.9M -$827K -3,019 -2%
DWA
232
Divergent Wealth Advisors
Utah
$34.6M +$1.3M +4,748 +4%
APSP
233
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.5M +$1.4M +5,141 +4%
IA
234
IFP Advisors
Florida
$34M +$1.74M +6,383 +5%
PP
235
Palladium Partners
Virginia
$33.8M +$593K +2,173 +2%
HCMT
236
Highland Capital Management (Tennessee)
Tennessee
$33.7M -$442K -1,619 -1%
PP
237
Pegasus Partners
Wisconsin
$33.6M -$6.39M -23,412 -16%
LNC
238
Lincoln National Corp
Pennsylvania
$33.3M +$1.75M +6,423 +6%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$33.2M +$2.75M +10,053 +9%
BOCM
240
Bontempo Ohly Capital Management
Maryland
$33.1M +$249K +913 +0.8%
RTS
241
Round Table Services
New Jersey
$33M -$136K -499 -0.4%
BAC
242
Boys Arnold & Co
North Carolina
$32.9M +$1.71M +6,266 +5%
AWM
243
Avondale Wealth Management
Texas
$31.6M +$880K +3,222 +3%
SFS
244
Summit Financial Strategies
Ohio
$31.6M +$1.35M +4,944 +4%
OC
245
Oppenheimer & Co
New York
$31.5M -$12.8K -47 -0%
FCM
246
Flinton Capital Management
Pennsylvania
$31.1M +$9.89M +36,232 +47%
BHWM
247
Bar Harbor Wealth Management
New Hampshire
$30.5M +$506K +1,852 +2%
DG
248
Delek Group
Israel
$30M +$26.3M +95,750 +707%
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$29.5M -$1.22M -4,479 -4%
NB
250
Northwest Bancshares
Pennsylvania
$29.4M -$2.05M -7,520 -7%
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