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iShares Core S&P 500 ETF
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Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
376
PineBridge Investments
New York
$12.7M -$191K -700 -1%
PBO
377
Peoples Bank (Ohio)
Ohio
$12.7M -$200K -731 -2%
MWPCG
378
Measured Wealth Private Client Group
New Hampshire
$12.7M +$12.7M +46,444 New
FC
379
Fulcrum Capital
Washington
$12.6M -$713K -2,611 -5%
GI
380
Gradient Investments
Minnesota
$12.5M -$1.37M -5,009 -10%
SBA
381
Secrest Blakey & Associates
North Carolina
$12.4M +$499K +1,820 +4%
RWMH
382
Riverpoint Wealth Management Holdings
Illinois
$12.3M -$135K -495 -1%
SBL
383
Sargent Bickham Lagudis
Colorado
$12.3M +$1.71M +6,256 +16%
ANB
384
Amarillo National Bank
Texas
$12.2M -$848K -3,106 -6%
SWA
385
SFMG Wealth Advisors
Texas
$12.2M -$208K -762 -2%
FWM
386
FFT Wealth Management
Pennsylvania
$12.2M +$603K +2,208 +5%
PMFA
387
Plante Moran Financial Advisors
Michigan
$12.1M +$446K +1,633 +4%
SC
388
SouthState Corp
Florida
$12.1M +$114K +416 +0.9%
CA
389
Clearstead Advisors
Ohio
$12.1M -$312K -1,144 -3%
ZIG
390
Zurich Insurance Group
Switzerland
$12M +$341K +1,249 +3%
CS
391
Credit Suisse
Switzerland
$11.9M -$6.48M -23,724 -35%
SS
392
Simplicity Solutions
Minnesota
$11.8M +$1.63M +5,958 +16%
TCM
393
Towercrest Capital Management
Pennsylvania
$11.8M +$585K +2,143 +5%
AFG
394
Arkansas Financial Group
Arkansas
$11.7M +$117K +427 +1%
CHA
395
Cedar Hill Associates
Illinois
$11.7M +$2.79M +10,205 +31%
NG
396
NatWest Group
United Kingdom
$11.7M -$18K -66 -0.2%
RCAG
397
Rehmann Capital Advisory Group
Michigan
$11.7M -$1.03M -3,758 -8%
IFAM
398
Institutional & Family Asset Management
Colorado
$11.7M +$2.29M +8,386 +24%
BJL
399
Brighton Jones LLC
Washington
$11.7M -$318K -1,166 -3%
SSWM
400
Sheets Smith Wealth Management
North Carolina
$11.7M +$627K +2,296 +6%
14 15
16
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