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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 %
BCM
376
BTC Capital Management
Iowa
$16.9M +$1.15M +4,558 +7%
TF
377
TimeScale Financial
Massachusetts
$16.9M +$16.9M +66,968 New
CWM
378
Confluence Wealth Management
Oregon
$16.8M +$1.64M +6,525 +11%
DSA
379
Droms Strauss Advisors
Missouri
$16.2M +$16.2M +64,376 New
BC
380
Brinker Capital
Pennsylvania
$16.2M +$15.9M +63,246 +5,878%
BIM
381
Bridges Investment Management
Nebraska
$16M +$7.09M +28,188 +79%
WTB
382
Washington Trust Bank
Washington
$16M – – –
CFGS
383
Concourse Financial Group Securities
Alabama
$16M +$11.2M +44,368 +233%
GPA
384
Guidance Point Advisors
Massachusetts
$15.8M +$15.8M +63,377 New
IWP
385
Icon Wealth Partners
Texas
$15.8M +$2.56M +10,156 +19%
HHGA
386
Halbert Hargrove Global Advisors
California
$15.6M +$14.9M +59,188 +2,005%
K
387
Kemper
Illinois
$15.6M – – –
KTA
388
Keeley-Teton Advisors
Illinois
$15.5M +$1.02M +4,058 +7%
IIC
389
Integrated Investment Consultants
Michigan
$15.5M +$443K +1,760 +3%
PIMJS
390
PKO Investment Management Joint-Stock
Poland
$15.3M +$2.41M +9,592 +19%
RIA
391
Regal Investment Advisors
Michigan
$15.2M +$891K +3,541 +6%
MAFM
392
Mid Atlantic Financial Management
Pennsylvania
$15.1M +$15.1M +60,175 New
CA
393
Cornerstone Advisory
Maryland
$15.1M -$457K -1,817 -3%
MFS
394
Monetta Financial Services
Illinois
$15.1M -$2.52M -10,000 -14%
VCM
395
Vision Capital Management
Oregon
$15.1M +$1.55M +6,152 +11%
MAS
396
Managed Account Services
Florida
$15.1M +$24.1K +90 +0.2%
TF
397
Trek Financial
Arizona
$14.9M +$14.9M +59,230 New
SLF
398
Sun Life Financial
Ontario, Canada
$14.9M – – –
HI
399
Hudock Inc
Pennsylvania
$14.7M +$152K +609 +1%
B
400
Bailard
California
$14.6M +$1.76M +7,003 +14%
14 15
16
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