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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 %
RWG
451
Regal Wealth Group
California
$8.68M +$36.6K +138 +0.4%
MCM
452
Makena Capital Management
California
$8.63M +$108K +407 +1%
P3I
453
Progeny 3 Inc
Washington
$8.61M +$8.61M +32,450 New
DA
454
Doliver Advisors
Texas
$8.55M +$228K +860 +3%
WHG
455
Westwood Holdings Group
Texas
$8.51M -$340K -1,282 -4%
WSFS
456
Wilmington Savings Fund Society
Delaware
$8.49M +$347K +1,306 +4%
PWA
457
Peterson Wealth Advisors
Utah
$8.45M -$24.2M -91,010 -74%
EA
458
Elm Advisors
California
$8.44M -$942K -3,550 -10%
Cerity Partners
459
Cerity Partners
New York
$8.43M -$13.6M -51,314 -62%
GAM
460
Gould Asset Management
California
$8.4M -$2.06M -7,755 -20%
TWA
461
TCI Wealth Advisors
Arizona
$8.36M -$409K -1,540 -5%
FHA
462
First Horizon Advisors
Tennessee
$8.35M +$567K +2,124 +7%
WAAG
463
Wealth Alliance Advisory Group
Kansas
$8.29M +$3.54M +13,329 +74%
FA
464
Forefront Analytics
Pennsylvania
$8.26M +$299K +1,128 +4%
MIA
465
MainStreet Investment Advisors
Illinois
$8.2M -$231K -869 -3%
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$8.2M -$231K -869 -3%
WB
467
Webster Bank
Connecticut
$8.08M -$37.2K -140 -0.5%
LFR
468
Lehman Financial Resources
Pennsylvania
$8.06M +$265K +1,000 +3%
PFP
469
Pinnacle Financial Partners
Tennessee
$8.05M +$3.1M +11,683 +63%
PNC
470
Park National Corp
Ohio
$8.03M +$8.03M +30,275 New
Calamos Advisors
471
Calamos Advisors
Illinois
$8.03M +$1.91M +7,195 +31%
BAS
472
Brown Advisory Securities
Maryland
$8M +$373K +1,405 +5%
FPFS
473
First Personal Financial Services
North Carolina
$7.99M -$2.77M -10,423 -26%
VIA
474
Vantage Investment Advisors
Pennsylvania
$7.93M -$459K -1,731 -5%
KFA
475
Kelleher Financial Advisors
New York
$7.82M +$1.92M +7,227 +32%
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