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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 %
AAS
401
Annex Advisory Services
Wisconsin
$11.6M -$291K -1,065 -2%
EWM
402
Evermay Wealth Management
Virginia
$11.6M +$57.3K +210 +0.5%
HSA
403
HBK Sorce Advisory
Pennsylvania
$11.6M +$136K +498 +1%
RIA
404
Regal Investment Advisors
Michigan
$11.5M -$3.8M -13,922 -25%
FA
405
Forefront Analytics
Pennsylvania
$11.4M +$2.87M +10,515 +34%
GG
406
GenWealth Group
New Jersey
$11.2M +$10.8M +39,564 +2,418%
GCA
407
Gradient Capital Advisors
California
$11.2M +$234K +858 +2%
SWP
408
Stratos Wealth Partners
Ohio
$11.2M -$3.63M -13,292 -25%
SXL
409
Summit X LLC
Missouri
$11.1M +$1.29M +4,725 +13%
LA
410
LVW Advisors
New York
$11.1M -$188K -689 -2%
SCA
411
Stonebridge Capital Advisors
Minnesota
$11.1M +$435K +1,592 +4%
TC
412
Trilogy Capital
California
$11M +$582K +2,133 +6%
ST
413
Smithfield Trust
Pennsylvania
$11M +$554K +2,029 +5%
AA
414
Ancora Advisors
Ohio
$11M -$82.5K -302 -0.7%
SAM
415
Silvercrest Asset Management
New York
$11M -$95K -348 -0.9%
CWM
416
Cranbrook Wealth Management
Michigan
$10.9M +$1.3M +4,749 +13%
AIM
417
Acropolis Investment Management
Missouri
$10.9M -$54.6K -200 -0.5%
CWSR
418
Chessman Wealth Strategies RIA
Texas
$10.9M -$422K -1,547 -4%
MMA
419
Miracle Mile Advisors
California
$10.8M -$76.5K -280 -0.7%
CC
420
Chanos & Company
New York
$10.6M -$5.54M -20,287 -34%
LA
421
Lynch & Associates
Indiana
$10.6M +$317K +1,160 +3%
MYIA
422
Mount Yale Investment Advisors
Colorado
$10.5M +$136K +497 +1%
MA
423
MCF Advisors
Kentucky
$10.4M +$481K +1,762 +5%
PI
424
PFS Investments
Georgia
$10.3M +$2.88M +10,254 +39%
SBSB
425
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.3M -$26.2K -96 -0.3%
15 16
17
18 19