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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 %
GC
276
Grimes & Company
Massachusetts
$23.6M +$2.2M +8,053 +10%
HWA
277
Heritage Way Advisors
Illinois
$23.5M +$2.06M +7,558 +10%
AW
278
ACG Wealth
Georgia
$23.4M -$250K -914 -1%
AIP
279
Ameritas Investment Partners
Nebraska
$23.3M +$1.04M +3,812 +5%
SCA
280
Snowden Capital Advisors
New York
$23.2M +$479K +1,756 +2%
GLA
281
Good Life Advisors
Pennsylvania
$22.6M +$13.1K +48 +0.1%
SWM
282
SigFig Wealth Management
California
$22.6M +$8.39M +30,731 +59%
VFP
283
Verus Financial Partners
Virginia
$22.5M -$569K -2,084 -2%
Kayne Anderson Rudnick Investment Management
284
Kayne Anderson Rudnick Investment Management
California
$22.4M +$1.35M +4,930 +6%
SAM
285
Securian Asset Management
Minnesota
$21.7M – – –
EA
286
Efficient Advisors
Ohio
$21.4M -$120K -438 -0.6%
IWM
287
IHT Wealth Management
Illinois
$21.2M +$2.5M +9,154 +13%
RWM
288
RKL Wealth Management
Pennsylvania
$21.2M +$2.07M +7,595 +11%
CG
289
Colony Group
Massachusetts
$21.1M -$35K -128 -0.2%
HMC
290
Harvard Management Company
Massachusetts
$20.8M -$116K -424 -0.6%
LGWM
291
Litman Gregory Wealth Management
California
$20.7M +$188K +689 +0.9%
RWM
292
Rezny Wealth Management
Florida
$20.4M +$835K +3,057 +4%
TA
293
Tiedemann Advisors
New York
$20.4M +$335K +1,222 +2%
OFG
294
Oxford Financial Group
Indiana
$20.4M +$1.67M +6,115 +9%
APA
295
American Portfolios Advisors
New York
$20.2M +$1.36M +4,986 +7%
NSLI
296
Nan Shan Life Insurance
Taiwan
$20.1M – – –
NEPPG
297
New England Professional Planning Group
Rhode Island
$20M +$593K +2,172 +3%
CPSAC
298
Chas P. Smith & Associates (CPS)
Florida
$20M +$137K +501 +0.7%
IFA
299
Interactive Financial Advisors
Illinois
$19.9M -$453K -1,660 -2%
PHAM
300
Palisades Hudson Asset Management
Florida
$19.9M -$1.58M -5,790 -7%
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