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iShares Core S&P 500 ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
401
Broadview Financial Management
Wisconsin
$13.2M -$432K -1,477 -3%
RWMH
402
Riverpoint Wealth Management Holdings
Illinois
$13.2M -$23.4K -80 -0.2%
FC
403
Fulcrum Capital
Washington
$13.2M -$320K -1,094 -2%
SC
404
SouthState Corp
Florida
$13.1M +$168K +575 +1%
PI
405
PineBridge Investments
New York
$13.1M -$556K -1,900 -4%
MFW
406
Meristem Family Wealth
Minnesota
$13.1M -$7.92M -27,060 -38%
SWP
407
Stratos Wealth Partners
Ohio
$13M +$1.05M +3,570 +9%
TCM
408
Towercrest Capital Management
Pennsylvania
$13M +$332K +1,134 +3%
RCAG
409
Rehmann Capital Advisory Group
Michigan
$13M +$417K +1,425 +3%
GIM
410
Goelzer Investment Management
Indiana
$12.9M +$4.13M +14,112 +47%
Millennium Management
411
Millennium Management
New York
$12.9M +$6.49M +22,168 +102%
PMFA
412
Plante Moran Financial Advisors
Michigan
$12.8M -$173K -591 -1%
OMC
413
Old Mission Capital
Illinois
$12.8M +$5.44M +18,600 +74%
SCA
414
Stonebridge Capital Advisors
Minnesota
$12.8M +$902K +3,082 +8%
AFG
415
Arkansas Financial Group
Arkansas
$12.8M +$172K +586 +1%
FA
416
Forefront Analytics
Pennsylvania
$12.8M +$562K +1,921 +5%
CWM
417
Cranbrook Wealth Management
Michigan
$12.7M +$935K +3,194 +8%
BJL
418
Brighton Jones LLC
Washington
$12.6M +$76.4K +261 +0.6%
CA
419
Clearstead Advisors
Ohio
$12.5M -$427K -1,460 -3%
ST
420
Smithfield Trust
Pennsylvania
$12.5M +$667K +2,278 +6%
ZIG
421
Zurich Insurance Group
Switzerland
$12.5M -$427K -1,460 -3%
ACM
422
Aviance Capital Management
Florida
$12.4M -$15.6M -53,343 -56%
CTA
423
Colonial Trust Advisors
South Carolina
$12.4M -$2.04M -6,959 -14%
FNBT
424
FineMark National Bank & Trust
Florida
$12.3M +$4.7M +16,056 +62%
EWM
425
Evermay Wealth Management
Virginia
$12.3M -$113K -385 -0.9%
15 16
17
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