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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 %
BHWM
276
Bar Harbor Wealth Management
New Hampshire
$28.1M -$172K -682 -0.6%
CAM
277
Chandler Asset Management
California
$27.8M – – –
MTB
278
Mizuho Trust & Banking
Japan
$27.7M +$27.7M +110,000 New
IF
279
Ironwood Financial
Arizona
$27.7M +$1.21M +4,805 +5%
FNBT
280
FineMark National Bank & Trust
Florida
$27.6M +$17M +67,521 +160%
HNB
281
Huntington National Bank
Ohio
$27.6M -$29.2M – –
OC
282
Oppenheimer & Co
New York
$27.3M -$1.52M -6,027 -5%
Nuveen Asset Management
283
Nuveen Asset Management
Illinois
$27.1M +$47.8K +190 +0.2%
FAIM
284
Financial Advocates Investment Management
Washington
$26.9M +$2.24M +8,903 +9%
APA
285
American Portfolios Advisors
New York
$26.9M +$7M +27,824 +35%
JWM
286
Jackson Wealth Management
Florida
$26.6M -$7.38M -30,053 -22%
I
287
IberiaBank
Louisiana
$26.5M +$1.28M +5,086 +5%
RhumbLine Advisers
288
RhumbLine Advisers
Massachusetts
$26.3M +$17.4M +69,226 +197%
RTS
289
Round Table Services
New Jersey
$26.2M -$4.44M -17,627 -14%
WS
290
Wela Strategies
Georgia
$26.2M +$1.01M +4,033 +4%
KWMG
291
King Wealth Management Group
Florida
$26.1M +$2.73M +10,861 +12%
MIS
292
Morningstar Investment Services
Illinois
$26.1M -$4.62M -18,358 -15%
HCA
293
Heck Capital Advisors
Wisconsin
$26.1M +$126K +501 +0.5%
NA
294
Nottingham Advisors
New York
$26.1M – – –
TCM
295
TD Capital Management
Tennessee
$25.8M +$920K +3,655 +4%
FFA
296
First Foundation Advisors
California
$25.7M +$22.9M +90,963 +809%
AAMA
297
Advanced Asset Management Advisors
Ohio
$25.5M +$13.8K +55 +0.1%
WIP
298
Wellesley Investment Partners
Massachusetts
$25.3M +$967K +3,845 +4%
N
299
Natixis
France
$25.2M – – –
PWLP
300
Prio Wealth Limited Partnership
Massachusetts
$25M +$7.89M +31,347 +46%
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