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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 %
BAC
251
Boys Arnold & Co
North Carolina
$32.8M +$1.77M +7,093 +6%
LGWM
252
Litman Gregory Wealth Management
California
$32.7M +$13.5M +53,623 +70%
MMI
253
Matson Money Inc
Ohio
$32.6M -$1.84M -7,303 -5%
SIM
254
Strategic Investment Management
Virginia
$32.3M – – –
RP
255
Riverbridge Partners
Minnesota
$32.3M +$31.9M +126,629 +6,732%
IWM
256
IHT Wealth Management
Illinois
$32M +$11M +43,839 +53%
MA
257
Mutual Advisors
Nebraska
$31.8M +$2.62M +10,428 +9%
APSP
258
Asset Planning Services (Pennsylvania)
Pennsylvania
$31.4M -$145K -577 -0.5%
SWM
259
SigFig Wealth Management
California
$31.3M +$3.46M +13,881 +12%
DA
260
Doliver Advisors
Texas
$31.2M +$6.98M +27,725 +29%
AWM
261
Avondale Wealth Management
Texas
$30.9M +$1.6M +6,376 +5%
FCM
262
Flinton Capital Management
Pennsylvania
$30.8M +$1.15M +4,564 +4%
HCMT
263
Highland Capital Management (Tennessee)
Tennessee
$30.8M +$478K +1,901 +2%
AL
264
Aspiriant LLC
California
$30.7M -$1.18M -4,697 -4%
PP
265
Palladium Partners
Virginia
$30.4M -$766K -3,045 -2%
CFA
266
Clarfeld Financial Advisors
New York
$30.3M +$30.3M +120,453 New
AWA
267
Artemis Wealth Advisors
New York
$30.3M +$5.1M +20,257 +20%
FFA
268
Fragasso Financial Advisors
Pennsylvania
$29.9M +$1.85M +7,351 +7%
EWF
269
Epstein & White Financial
California
$29.5M -$575K -2,281 -2%
HA
270
Harfst & Associates
Wyoming
$29M +$197K +782 +0.7%
Principal Financial Group
271
Principal Financial Group
Iowa
$29M -$71.2M -282,919 -71%
CA
272
Cambridge Associates
Massachusetts
$28.7M +$18.4M +73,063 +178%
EHPM
273
Emery Howard Portfolio Management
California
$28.7M +$2.13M +8,466 +8%
AIA
274
Ally Invest Advisors
North Carolina
$28.1M +$28.1M +111,863 New
SFS
275
Summit Financial Strategies
Ohio
$28.1M -$727K -2,888 -3%
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