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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 %
GAG
351
GM Advisory Group
New York
$14.6M -$15.9M -59,863 -52%
CL
352
Choreo LLC
Illinois
$14.6M -$69.5K -262 -0.5%
Legal & General Group
353
Legal & General Group
United Kingdom
$14.4M +$13.3M +50,016 +1,135%
SWP
354
Stratos Wealth Partners
Ohio
$14.4M +$5.57M +20,994 +63%
PWS
355
Paragon Wealth Strategies
Florida
$14.3M +$1.31M +4,933 +10%
AIM
356
Advantage Investment Management
Iowa
$14.3M +$472K +1,779 +3%
VCM
357
Vision Capital Management
Oregon
$14.2M -$2.35M -8,868 -14%
FAIM
358
Financial Advocates Investment Management
Washington
$14.1M +$891K +3,356 +7%
FNT
359
First National Trust
Pennsylvania
$13.8M +$531K +2,001 +4%
DE
360
Day & Ennis
Georgia
$13.8M -$241K -908 -2%
Mackenzie Financial
361
Mackenzie Financial
Ontario, Canada
$13.7M +$13.3M +50,123 +3,677%
CFGF
362
Compass Financial Group (Florida)
Florida
$13.6M -$135K -507 -1%
CIA
363
Capital Investment Advisors
Georgia
$13.6M +$159K +600 +1%
BBHC
364
Brown Brothers Harriman & Co
New York
$13.5M -$499K -1,881 -4%
GI
365
Gradient Investments
Minnesota
$13.4M -$44.2M -166,589 -77%
RFO
366
RiverGlades Family Offices
Florida
$13.3M +$2.26M +8,532 +20%
MWM
367
Modera Wealth Management
New Jersey
$13.2M +$1.08M +4,052 +9%
CHA
368
Cooper/Haims Advisors
New York
$13.1M -$473K -1,784 -3%
I
369
IberiaBank
Louisiana
$13.1M -$5.32M -20,058 -29%
SMC
370
Smith, Moore & Co
Missouri
$13.1M +$140K +526 +1%
FC
371
Fulcrum Capital
Washington
$13M -$209K -786 -2%
AIIMS
372
Analyst IMS Investment Management Services
Israel
$12.9M – – –
PSUF
373
People's United Financial
Connecticut
$12.8M +$241K +910 +2%
PTC
374
Private Trust Company
Ohio
$12.8M -$8.96M -33,775 -41%
CA
375
Crewe Advisors
Utah
$12.8M -$372K -1,403 -3%
13 14
15
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