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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 %
EIA
251
Eldridge Investment Advisors
New Hampshire
$28.6M -$3.69M -13,517 -11%
MIS
252
Morningstar Investment Services
Illinois
$28M +$4.43M +16,214 +19%
SFS
253
Sowell Financial Services
Arkansas
$27.9M +$6.06M +21,347 +28%
IF
254
Ironwood Financial
Arizona
$27.8M +$122K +448 +0.4%
TCM
255
TD Capital Management
Tennessee
$27.8M -$549K -2,012 -2%
HA
256
Harfst & Associates
Wyoming
$27.8M -$786K -2,879 -3%
Thrivent Financial for Lutherans
257
Thrivent Financial for Lutherans
Minnesota
$27.7M +$133K +487 +0.5%
AAMA
258
Advanced Asset Management Advisors
Ohio
$27.6M +$6.55K +24 +0%
EHPM
259
Emery Howard Portfolio Management
California
$27.6M -$730K -2,674 -3%
WS
260
Wela Strategies
Georgia
$27.1M +$1.88M +6,892 +7%
ACM
261
Aviance Capital Management
Florida
$26.2M -$2.19M -8,020 -8%
WIP
262
Wellesley Investment Partners
Massachusetts
$25.9M +$1.01M +3,684 +4%
RIA
263
Rocaton Investment Advisors
Connecticut
$25.9M -$294K -1,075 -1%
PFO
264
Pathstone Family Office
New Jersey
$25.7M +$76.7K +281 +0.3%
HCA
265
Heck Capital Advisors
Wisconsin
$25.6M +$1.32M +4,851 +5%
AQR Capital Management
266
AQR Capital Management
Connecticut
$25.5M +$25.5M +93,341 New
RhumbLine Advisers
267
RhumbLine Advisers
Massachusetts
$25.4M +$20.3M +74,378 +398%
HNB
268
Huntington National Bank
Ohio
$25.1M -$27.4M – –
WI
269
Wintrust Investments
Illinois
$25M +$73.2K +268 +0.3%
CFIA
270
Cantor Fitzgerald Investment Advisors
New York
$24.9M +$466K +1,708 +2%
CAM
271
Chandler Asset Management
California
$24.6M +$369K +1,350 +2%
TAM
272
Tyers Asset Management
Texas
$24.4M +$7.77M +28,468 +47%
KWMG
273
King Wealth Management Group
Florida
$24.2M +$2.21M +8,089 +10%
BUB
274
BBVA USA Bancshares
Texas
$24M +$258K +944 +1%
AF
275
Advisornet Financial
Minnesota
$24M +$83.8K +307 +0.4%
9 10
11
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