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iShares Core S&P 500 ETF
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Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
226
Lincoln National Corp
Pennsylvania
$38.1M +$3.94M +15,651 +12%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$38.1M +$7.3M +28,996 +24%
PCM
228
PAR Capital Management
Massachusetts
$38M +$38M +151,000 New
WT
229
Whittier Trust
California
$37.9M +$5.57M +22,133 +17%
D.E. Shaw & Co
230
D.E. Shaw & Co
New York
$37.7M -$13.8M -54,685 -27%
NA
231
Neuburgh Advisers
California
$37.4M +$1.39M +5,542 +4%
FA
232
Fiducient Advisors
Illinois
$37.3M -$1.9M -7,553 -5%
VCM
233
Verger Capital Management
North Carolina
$37.2M -$6.65M -26,425 -15%
TLIC
234
Taiyo Life Insurance Company
Japan
$37M – – –
PIM
235
Parker Investment Management
California
$36.6M +$264K +1,049 +0.7%
AI
236
Accredited Investors
Minnesota
$36.2M +$1.73M +6,891 +5%
FWCM
237
Ferguson Wellman Capital Management
Oregon
$35.7M -$2.55M -10,149 -7%
William Blair & Company
238
William Blair & Company
Illinois
$35.6M +$8.94M +35,522 +34%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$34.8M – – –
CPO
240
Cerity Partners OCIO
New York
$34.8M -$3.42M -13,607 -9%
CWM
241
Cornerstone Wealth Management
Missouri
$34.8M -$7.19B -28,535,659 -100%
CFG
242
Citizens Financial Group
Rhode Island
$34.6M -$198K -787 -0.6%
BOCM
243
Bontempo Ohly Capital Management
Maryland
$33.9M +$533K +2,117 +2%
AI
244
Atria Investments
North Carolina
$33.8M -$38.7M -153,931 -53%
TCM
245
Twele Capital Management
Minnesota
$33.6M +$541K +2,150 +2%
SPIA
246
Steward Partners Investment Advisory
New York
$33.6M +$21.8M +86,499 +184%
BMCM
247
Bryn Mawr Capital Management
Pennsylvania
$33.4M +$7.16M +28,446 +27%
EPA
248
Element Pointe Advisors
Florida
$33.4M +$33.4M +132,716 New
EIA
249
Eldridge Investment Advisors
New Hampshire
$33.2M +$5.03M +20,000 +18%
BWP
250
BSW Wealth Partners
Colorado
$32.9M -$2.66M -10,573 -7%
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