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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 %
RWM
301
RKL Wealth Management
Pennsylvania
$25M +$4.98M +19,807 +25%
GC
302
Grimes & Company
Massachusetts
$24.9M -$72.7K -289 -0.3%
WI
303
Wintrust Investments
Illinois
$24.7M +$1.05M +4,190 +4%
PFO
304
Pathstone Family Office
New Jersey
$24.7M +$930K +3,695 +4%
Millennium Management
305
Millennium Management
New York
$24.7M +$13.7M +54,260 +124%
AQR Capital Management
306
AQR Capital Management
Connecticut
$24.6M +$1.62M +6,420 +7%
EWA
307
ERTS Wealth Advisors
Michigan
$24.5M +$24.5M +97,492 New
TAM
308
Tyers Asset Management
Texas
$24.2M +$902K +3,586 +4%
VFP
309
Verus Financial Partners
Virginia
$24.1M – – –
AW
310
ACG Wealth
Georgia
$23.5M -$405K -1,611 -2%
HIH
311
HRS Investment Holdings
New York
$23.4M +$23.4M +93,000 New
KFP
312
KMG Fiduciary Partners
Ohio
$23.3M +$23.3M +92,466 New
GLA
313
Good Life Advisors
Pennsylvania
$23.2M +$1.29M +5,127 +6%
SCIM
314
Spring Creek Investment Management
Pennsylvania
$23M +$23M +91,140 New
SFS
315
Sowell Financial Services
Arkansas
$22.9M +$22.9M +91,126 New
MM
316
Meridian Management
Arkansas
$22.8M +$3.36M +13,338 +17%
SCA
317
Snowden Capital Advisors
New York
$22.6M -$87.6K -348 -0.4%
JF
318
JSF Financial
California
$22.5M +$22.5M +89,242 New
NCM
319
Narwhal Capital Management
Georgia
$22.3M +$9.6M +38,154 +75%
Fidelity International
320
Fidelity International
Bermuda
$22.3M +$22.3M +88,624 New
HI
321
Human Investing
Oregon
$22.2M +$22.2M +88,147 New
DCM
322
Disciplina Capital Management
Tennessee
$21.9M +$21.9M +86,848 New
LPWM
323
Lake Point Wealth Management
Texas
$21.9M +$21.9M +86,873 New
Kayne Anderson Rudnick Investment Management
324
Kayne Anderson Rudnick Investment Management
California
$21.8M +$1.33M +5,272 +6%
HWA
325
Heritage Way Advisors
Illinois
$21.7M +$642K +2,553 +3%
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