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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 %
PMFA
401
Plante Moran Financial Advisors
Michigan
$11.4M +$792K +2,985 +8%
AFG
402
Arkansas Financial Group
Arkansas
$11.3M -$27.3K -103 -0.2%
CGH
403
Crossmark Global Holdings
Texas
$11.3M -$389K -1,467 -3%
VFA
404
Valeo Financial Advisors
Indiana
$11.3M +$304K +1,147 +3%
FWM
405
FFT Wealth Management
Pennsylvania
$11.2M +$8.41M +31,691 +298%
EWM
406
Evermay Wealth Management
Virginia
$11.2M +$2.36M +8,875 +27%
WCM
407
Weatherstone Capital Management
Colorado
$11.2M -$951K -3,582 -8%
HSA
408
HBK Sorce Advisory
Pennsylvania
$11.1M +$1.11M +4,182 +11%
RRC
409
Relaxing Retirement Coach
Massachusetts
$11.1M +$4.43M +16,714 +67%
CWSR
410
Chessman Wealth Strategies RIA
Texas
$11M -$993K -3,741 -8%
WAG
411
Winthrop Advisory Group
Massachusetts
$11M +$4.34M +16,403 +65%
LA
412
LVW Advisors
New York
$11M +$106K +398 +1%
TCM
413
Towercrest Capital Management
Pennsylvania
$10.9M +$331K +1,247 +3%
SAM
414
Silvercrest Asset Management
New York
$10.7M +$413K +1,557 +4%
AA
415
Ancora Advisors
Ohio
$10.7M +$90.5K +341 +0.9%
SSWM
416
Sheets Smith Wealth Management
North Carolina
$10.7M +$1.21M +4,550 +13%
AIM
417
Acropolis Investment Management
Missouri
$10.7M -$3.68M -13,871 -26%
GCA
418
Gradient Capital Advisors
California
$10.7M -$278K -1,047 -3%
MMA
419
Miracle Mile Advisors
California
$10.6M -$692K -2,606 -6%
SCA
420
Stonebridge Capital Advisors
Minnesota
$10.3M +$853K +3,214 +9%
SBL
421
Sargent Bickham Lagudis
Colorado
$10.3M -$2.36M -8,903 -19%
TC
422
Trilogy Capital
California
$10.2M +$1.11M +4,170 +12%
ST
423
Smithfield Trust
Pennsylvania
$10.2M +$409K +1,541 +4%
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
$10.1M +$9.89M +37,261 +4,699%
PAM
425
PVG Asset Management
Colorado
$10.1M +$229K +864 +2%
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