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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 %
CTI
401
Community Trust & Investment
Kentucky
$14.6M +$14.6M +58,121 New
RRC
402
Relaxing Retirement Coach
Massachusetts
$14.6M +$770K +3,059 +6%
WCM
403
Windsor Capital Management
Arizona
$14.6M +$110K +437 +0.8%
WHG
404
Westwood Holdings Group
Texas
$14.5M +$6.22M +24,731 +75%
FNT
405
First National Trust
Pennsylvania
$14.4M -$671K -2,666 -4%
CWM
406
Campbell Wealth Management
Virginia
$14.3M +$14.3M +56,760 New
MSA
407
Mason Street Advisors
Wisconsin
$14.2M -$793K -3,150 -5%
SC
408
Savant Capital
Illinois
$13.9M -$1.29M -5,142 -9%
CC
409
Cedar Capital
Illinois
$13.9M -$17.1M -67,850 -55%
CCT
410
Country Club Trust
Missouri
$13.9M +$4.85M +19,263 +54%
EPM
411
Elm Partners Management
Pennsylvania
$13.8M +$13.8M +55,449 New
ACM
412
Argent Capital Management
Missouri
$13.8M +$13.8M +54,735 New
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$13.8M -$6.74M -26,805 -33%
MFW
414
Meristem Family Wealth
Minnesota
$13.8M +$2.54M +10,083 +23%
JFA
415
JNBA Financial Advisors
Minnesota
$13.7M +$13.7M +54,591 New
MCM
416
Mitchell Capital Management
Kansas
$13.7M +$11.5M +45,632 +527%
Susquehanna International Group
417
Susquehanna International Group
Pennsylvania
$13.6M +$8.94M +35,512 +190%
GIM
418
Goelzer Investment Management
Indiana
$13.5M +$2.39M +9,509 +22%
EWM
419
Evercore Wealth Management
New York
$13.5M -$1.33M -5,283 -9%
FHA
420
First Horizon Advisors
Tennessee
$13.4M +$1.33M +5,272 +11%
WFWM
421
Wechter Feldman Wealth Management
New Jersey
$13.4M -$79K -314 -0.6%
MFT
422
Moisand Fitzgerald Tamayo
Florida
$13.3M -$268K -1,064 -2%
CA
423
Crewe Advisors
Utah
$13.2M -$151K -601 -1%
SIAM
424
Sterling Investment Advisors (Missouri)
Missouri
$13.2M -$15.1K -60 -0.1%
MCWS
425
McKinley Carter Wealth Services
West Virginia
$13.2M +$510K +2,026 +4%
15 16
17
18 19