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iShares Core S&P 500 ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
251
Summit Financial Strategies
Ohio
$33.6M -$278K -949 -0.8%
HA
252
Harfst & Associates
Wyoming
$33.6M +$3.74M +12,765 +13%
OC
253
Oppenheimer & Co
New York
$33.5M -$259K -884 -0.8%
PP
254
Pension Partners
New York
$33.3M +$33.3M +113,635 New
BHWM
255
Bar Harbor Wealth Management
New Hampshire
$32.8M +$173K +591 +0.5%
EIA
256
Eldridge Investment Advisors
New Hampshire
$32.7M +$2M +6,832 +7%
SWM
257
SigFig Wealth Management
California
$32.7M +$8.41M +28,728 +35%
Nuveen Asset Management
258
Nuveen Asset Management
Illinois
$31.5M +$31.5M +107,522 New
William Blair & Company
259
William Blair & Company
Illinois
$31M +$11.3M +38,630 +57%
GT
260
Glenmede Trust
Pennsylvania
$30.9M +$30.9M +105,446 New
EHPM
261
Emery Howard Portfolio Management
California
$30.9M +$1.22M +4,180 +4%
IF
262
Ironwood Financial
Arizona
$30.8M +$932K +3,184 +3%
FFA
263
Fragasso Financial Advisors
Pennsylvania
$30.7M +$26.3M +95,818 +604%
BMCM
264
Bryn Mawr Capital Management
Pennsylvania
$30.6M -$1.05M -3,599 -3%
HCA
265
Heck Capital Advisors
Wisconsin
$30.2M +$2.76M +9,420 +10%
CMO
266
Covenant Multifamily Offices
Texas
$30.2M +$30.2M +103,203 New
DWA
267
Divergent Wealth Advisors
Utah
$30M -$6.74M -23,238 -18%
AAMA
268
Advanced Asset Management Advisors
Ohio
$29.6M -$7.03K -24 -0%
I
269
IberiaBank
Louisiana
$29.4M +$9.64M +32,947 +49%
WS
270
Wela Strategies
Georgia
$29.3M +$278K +950 +1%
N
271
Natixis
France
$29.3M -$14.6M -50,000 -33%
AWA
272
Artemis Wealth Advisors
New York
$29.3M +$12.8M +43,596 +77%
HNB
273
Huntington National Bank
Ohio
$29.2M -$25.1M – –
GC
274
Grimes & Company
Massachusetts
$29.1M +$3.73M +12,746 +15%
TCM
275
TD Capital Management
Tennessee
$29M -$854K -2,918 -3%
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