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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 %
CC
326
Chanos & Company
New York
$21.4M +$7.91M +31,450 +58%
LFAS
327
Level Four Advisory Services
Texas
$21.4M +$6.98M +27,726 +48%
ASN
328
Advisory Services Network
Georgia
$21.4M -$12.9M -51,304 -38%
BWM
329
BT Wealth Management
Georgia
$21.3M +$21.3M +77,308 New
AIP
330
Ameritas Investment Partners
Nebraska
$21.1M -$172K -682 -0.8%
PSG
331
Planning Solutions Group
Maryland
$21M +$21M +83,645 New
WAG
332
Winthrop Advisory Group
Massachusetts
$21M -$338K -1,343 -2%
AF
333
Advisornet Financial
Minnesota
$20.7M -$1.15M -4,578 -5%
PP
334
PagnatoKarp Partners
Virginia
$20.4M +$2.62M +10,399 +15%
NB
335
Northwest Bancshares
Pennsylvania
$20.4M -$2.97M -11,822 -13%
BPWA
336
Beacon Pointe Wealth Advisors
California
$20.3M +$20.3M +80,740 New
CG
337
Colony Group
Massachusetts
$20.3M +$970K +3,854 +5%
SAM
338
Securian Asset Management
Minnesota
$20.2M – – –
SPIA
339
Strategic Point Investment Advisors
Rhode Island
$20.1M +$857K +3,408 +4%
Citadel Advisors
340
Citadel Advisors
Florida
$20.1M +$20.1M +79,945 New
LF
341
Lee Financial
Texas
$20.1M +$6M +23,830 +43%
CNHF
342
Conrad N. Hilton Foundation
California
$20M -$9.36M -37,186 -32%
TA
343
Tiedemann Advisors
New York
$20M +$1.33M +5,262 +7%
MIAN
344
Mariner Independent Advisor Network
Kansas
$20M -$210K -821 -1%
FCFC
345
First Commonwealth Financial Corp
Pennsylvania
$19.9M +$4.04M +16,053 +26%
AAS
346
Avantax Advisory Services
Texas
$19.8M +$19.8M +91,798 New
CB
347
Community Bank
New York
$19.7M – – –
HMC
348
Harvard Management Company
Massachusetts
$19.4M -$224K -891 -1%
CFIA
349
Cantor Fitzgerald Investment Advisors
New York
$19.2M -$3.84M -15,269 -17%
ARG
350
Advisory Resource Group
Oklahoma
$19M +$19M +75,555 New
12 13
14
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