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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 %
FAIM
276
Financial Advocates Investment Management
Washington
$28.7M +$11M +37,734 +62%
WIP
277
Wellesley Investment Partners
Massachusetts
$28.3M +$513K +1,751 +2%
DA
278
Doliver Advisors
Texas
$28.2M +$18.8M +64,166 +199%
IA
279
IFP Advisors
Florida
$27.9M -$8.55M -29,192 -23%
AW
280
ACG Wealth
Georgia
$27.8M +$2.71M +9,253 +11%
CAM
281
Chandler Asset Management
California
$27.8M +$1.34M +4,585 +5%
RIA
282
Rocaton Investment Advisors
Connecticut
$27.7M – – –
PFO
283
Pathstone Family Office
New Jersey
$27.7M +$135K +461 +0.5%
WI
284
Wintrust Investments
Illinois
$27.5M +$707K +2,415 +3%
Citigroup
285
Citigroup
New York
$27.4M -$416M -1,420,946 -94%
KWMG
286
King Wealth Management Group
Florida
$27.2M +$1.3M +4,448 +5%
NB
287
Northwest Bancshares
Pennsylvania
$27.2M -$4.39M -14,990 -14%
TAM
288
Tyers Asset Management
Texas
$27.1M +$914K +3,124 +3%
CFIA
289
Cantor Fitzgerald Investment Advisors
New York
$26.9M +$129K +442 +0.5%
AQR Capital Management
290
AQR Capital Management
Connecticut
$26.8M -$551K -1,881 -2%
RWM
291
Rezny Wealth Management
Florida
$26.6M +$4.74M +16,204 +22%
SCA
292
Snowden Capital Advisors
New York
$26.4M +$1.52M +5,191 +6%
NA
293
Nottingham Advisors
New York
$26.1M -$17.9M -61,173 -41%
PWS
294
Paragon Wealth Strategies
Florida
$25.6M +$8.1M +27,675 +46%
AF
295
Advisornet Financial
Minnesota
$25.5M -$224K -764 -0.9%
GLA
296
Good Life Advisors
Pennsylvania
$25.4M +$1.16M +3,956 +5%
AIP
297
Ameritas Investment Partners
Nebraska
$24.7M -$286K -976 -1%
WAG
298
Winthrop Advisory Group
Massachusetts
$24.6M +$8.34M +28,772 +51%
HWA
299
Heritage Way Advisors
Illinois
$24.5M -$653K -2,232 -3%
IWM
300
IHT Wealth Management
Illinois
$24.3M +$1.64M +5,617 +7%
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