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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 %
CA
326
Cornerstone Advisors
North Carolina
$20.5M +$20.5M +70,000 New
SHIM
327
Stone House Investment Management
Pennsylvania
$20.4M +$673K +2,299 +3%
CS
328
Credit Suisse
Switzerland
$20.4M +$7.65M +26,141 +60%
PWLP
329
Prio Wealth Limited Partnership
Massachusetts
$19.9M +$2.07M +7,087 +12%
GHCM
330
Glen Harbor Capital Management
California
$19.7M +$665K +2,272 +3%
NPF
331
Norris Perne & French
Michigan
$19.7M +$323K +1,104 +2%
PHAM
332
Palisades Hudson Asset Management
Florida
$19.6M -$1.74M -5,941 -8%
SHGA
333
Sand Hill Global Advisors
California
$18.7M -$2.64K -9 -0%
WTB
334
Washington Trust Bank
Washington
$18.6M – – –
FCFC
335
First Commonwealth Financial Corp
Pennsylvania
$18.4M +$18.4M +62,934 New
BCM
336
BTC Capital Management
Iowa
$18.3M +$18.3M +62,492 New
DE
337
Day & Ennis
Georgia
$18.2M +$3.12M +10,652 +21%
K
338
Kemper
Illinois
$18.2M – – –
CA
339
Cornerstone Advisory
Maryland
$18.1M +$934K +3,192 +5%
FTUS
340
Flow Traders U.S.
New York
$18.1M +$16.6M +56,801 +1,147%
SSW
341
Smith Shellnut Wilson
Mississippi
$17.7M +$17.7M +60,421 New
SC
342
Savant Capital
Illinois
$17.7M +$9.85M +33,648 +126%
CWM
343
Confluence Wealth Management
Oregon
$17.7M -$669K -2,286 -4%
WTC
344
WhitTier Trust Company
Nevada
$17.6M +$612K +2,091 +4%
FNT
345
First National Trust
Pennsylvania
$17.6M +$151K +516 +0.9%
IIC
346
Integrated Investment Consultants
Michigan
$17.5M -$155K -530 -0.9%
MSA
347
Mason Street Advisors
Wisconsin
$17.5M -$3.67M -12,550 -17%
SLF
348
Sun Life Financial
Ontario, Canada
$17.3M – – –
EWM
349
Evercore Wealth Management
New York
$17.2M +$588K +2,009 +4%
CC
350
Cadinha & Co
Hawaii
$17.1M -$382K -1,305 -2%
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