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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 %
CA
426
Cortland Advisers
Delaware
$13.1M -$479K -1,903 -4%
CFGF
427
Compass Financial Group (Florida)
Florida
$13M +$132K +523 +1%
SC
428
SouthState Corp
Florida
$13M +$1.74M +6,927 +15%
PFA
429
Pettinga Financial Advisors
Indiana
$13M +$13M +51,800 New
CA
430
Clearstead Advisors
Ohio
$12.9M +$2.13M +8,479 +20%
MWM
431
Merriman Wealth Management
Washington
$12.9M +$11.4M +44,873 +756%
ANB
432
Amarillo National Bank
Texas
$12.9M -$160K -635 -1%
CIA
433
Capital Investment Advisors
Georgia
$12.9M +$465K +1,848 +4%
BIAS
434
Beacon Investment Advisory Services
New Jersey
$12.8M +$12.2M +48,549 +2,176%
CWM
435
Cranbrook Wealth Management
Michigan
$12.8M +$1.88M +7,457 +17%
CC
436
Cadinha & Co
Hawaii
$12.7M -$1.97M -7,840 -13%
MWPCG
437
Measured Wealth Private Client Group
New Hampshire
$12.7M +$440K +1,747 +4%
SMC
438
Smith, Moore & Co
Missouri
$12.7M -$486K -1,932 -4%
PI
439
PFS Investments
Georgia
$12.6M -$270K -1,047 -2%
PTC
440
Private Trust Company
Ohio
$12.6M +$715K +2,843 +6%
NAM
441
North American Management
Massachusetts
$12.3M -$437K -1,737 -3%
DG
442
Delek Group
Israel
$12.3M -$124K -478 -1%
CS
443
Credit Suisse
Switzerland
$12.3M -$5.18M -20,577 -30%
ST
444
Smithfield Trust
Pennsylvania
$12.3M +$1.59M +6,300 +15%
BCP
445
Berkeley Capital Partners
Georgia
$12.2M +$12.2M +48,377 New
BBA
446
BLB&B Advisors
Pennsylvania
$12.1M +$2.26M +8,978 +23%
WSFS
447
Wilmington Savings Fund Society
Delaware
$12M +$3.53M +14,022 +42%
AA
448
Ancora Advisors
Ohio
$12M +$1.74M +6,913 +17%
CHA
449
Cedar Hill Associates
Illinois
$11.9M -$662K -2,633 -5%
DF
450
Donoghue Forlines
Massachusetts
$11.9M +$11.9M +47,415 New
16 17
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