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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 %
BHWM
251
Bar Harbor Wealth Management
New Hampshire
$29.1M -$1.25M -4,692 -4%
MWP
252
Moller Wealth Partners
$28.6M -$5.1M -19,222 -15%
HA
253
Harfst & Associates
Wyoming
$27.8M +$362K +1,363 +1%
TCM
254
TD Capital Management
Tennessee
$27.6M -$282K -1,061 -1%
EHPM
255
Emery Howard Portfolio Management
California
$27.6M +$794K +2,992 +3%
ACM
256
Aviance Capital Management
Florida
$27.6M -$6.23M -23,477 -18%
HNB
257
Huntington National Bank
Ohio
$27.4M -$28.9M – –
IF
258
Ironwood Financial
Arizona
$26.9M +$1.06M +4,004 +4%
AAMA
259
Advanced Asset Management Advisors
Ohio
$26.9M -$11.9K -45 -0%
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$26.8M +$2.21M +8,313 +9%
Principal Financial Group
261
Principal Financial Group
Iowa
$25.4M -$38.5M -145,129 -60%
RIA
262
Rocaton Investment Advisors
Connecticut
$25.4M -$10.3M -39,000 -29%
NA
263
NewEdge Advisors
Louisiana
$25.2M +$2.43M +9,368 +11%
STA
264
Summit Trail Advisors
New York
$25.1M +$1.44M +5,525 +6%
NA
265
Neuburgh Advisers
California
$25M -$2.38M -8,976 -9%
PFO
266
Pathstone Family Office
New Jersey
$24.9M +$24.9M +93,786 New
WS
267
Wela Strategies
Georgia
$24.3M -$1.1M -4,182 -4%
WI
268
Wintrust Investments
Illinois
$24.2M +$162K +612 +0.7%
WIP
269
Wellesley Investment Partners
Massachusetts
$24.2M -$210K -791 -0.9%
CFIA
270
Cantor Fitzgerald Investment Advisors
New York
$23.8M +$279K +1,051 +1%
HCA
271
Heck Capital Advisors
Wisconsin
$23.6M -$845K -3,186 -3%
CAM
272
Chandler Asset Management
California
$23.6M -$3.26M -12,292 -12%
AF
273
Advisornet Financial
Minnesota
$23.2M -$2.85M -10,737 -11%
BUB
274
BBVA USA Bancshares
Texas
$23.1M +$5.52M +20,807 +31%
AW
275
ACG Wealth
Georgia
$23M +$863K +3,251 +4%
9 10
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