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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
301
Tiedemann Advisors
New York
$19.4M +$2.19M +8,261 +13%
CPSAC
302
Chas P. Smith & Associates (CPS)
Florida
$19.3M -$626K -2,360 -3%
RWM
303
Rezny Wealth Management
Florida
$19M +$2.24M +8,457 +13%
NEPPG
304
New England Professional Planning Group
Rhode Island
$19M +$729K +2,738 +4%
MFS
305
Monetta Financial Services
Illinois
$18.6M – – –
MTB
306
Mizuho Trust & Banking
Japan
$18.6M – – –
RWM
307
RKL Wealth Management
Pennsylvania
$18.5M +$3.33M +12,545 +22%
PAG
308
Pinnacle Advisory Group
Maryland
$18.5M -$1.28M -4,809 -6%
TSS
309
Two Sigma Securities
New York
$18.5M +$18.2M +68,516 +6,223%
Jane Street
310
Jane Street
New York
$18.4M +$18.4M +69,176 New
APA
311
American Portfolios Advisors
New York
$18.3M +$474K +1,785 +3%
OFG
312
Oxford Financial Group
Indiana
$18.2M +$882K +3,325 +5%
MFW
313
Meristem Family Wealth
Minnesota
$18.1M +$3.46M +13,050 +24%
SHIM
314
Stone House Investment Management
Pennsylvania
$18M +$556K +2,095 +3%
CS
315
Credit Suisse
Switzerland
$17.8M +$8.59M +32,372 +93%
IWM
316
IHT Wealth Management
Illinois
$17.7M +$7.4M +28,565 +72%
NPF
317
Norris Perne & French
Michigan
$17.6M -$906K -3,414 -5%
PFA
318
Pinnacle Family Advisors
Missouri
$17.5M +$8.26M +31,134 +89%
PA
319
Pinnacle Associates
New York
$17.4M +$1.55M +5,844 +10%
MMI
320
Matson Money Inc
Ohio
$17.3M +$985K +3,713 +6%
SPIA
321
Steward Partners Investment Advisory
New York
$17.2M +$2.12M +8,007 +14%
MGIA
322
Moneta Group Investment Advisors
Missouri
$17.1M +$925K +3,484 +6%
CWM
323
Confluence Wealth Management
Oregon
$16.9M -$1.93M -7,263 -10%
BCM
324
BTC Capital Management
Iowa
$16.8M +$863K +3,252 +5%
SSW
325
Smith Shellnut Wilson
Mississippi
$16.6M -$768K -2,893 -4%
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