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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 %
LA
451
Lynch & Associates
Indiana
$11.2M -$142K -484 -1%
CWSR
452
Chessman Wealth Strategies RIA
Texas
$11.2M -$502K -1,715 -4%
WWM
453
Willingdon Wealth Management
North Carolina
$11.1M +$2.08M +7,100 +23%
SBSB
454
Sullivan, Bruyette, Speros & Blaney
Virginia
$11M -$96.9K -331 -0.9%
MA
455
MCF Advisors
Kentucky
$10.9M -$245K -836 -2%
MYIA
456
Mount Yale Investment Advisors
Colorado
$10.9M +$24.9K +88 +0.2%
CGH
457
Crossmark Global Holdings
Texas
$10.9M -$171K -584 -2%
FCI
458
Financial Counselors Inc
Kansas
$10.7M +$5.59M +19,102 +109%
KCM
459
Kanawha Capital Management
Virginia
$10.7M -$213K -728 -2%
PFA
460
Pinnacle Family Advisors
Missouri
$10.7M +$7.32K +25 +0.1%
WCM
461
Weatherstone Capital Management
Colorado
$10.6M +$10.1M +34,665 +2,510%
HSA
462
HBK Sorce Advisory
Pennsylvania
$10.5M -$1.85M -6,311 -15%
KIM
463
Karpus Investment Management
New York
$10.5M +$653K +2,231 +7%
CCT
464
Country Club Trust
Missouri
$10.5M +$1.85M +6,327 +21%
1IA
465
1834 Investment Advisors
Wisconsin
$10.5M -$256K -875 -2%
BIM
466
Bridges Investment Management
Nebraska
$10.4M +$2.11M +7,222 +25%
RhumbLine Advisers
467
RhumbLine Advisers
Massachusetts
$10.3M -$17M -57,950 -62%
CFA
468
Carroll Financial Associates
North Carolina
$10.1M -$30.7K -105 -0.3%
TFF
469
The Family Firm
Maryland
$9.95M +$20.8K +71 +0.2%
RPC
470
Rossmore Private Capital
Connecticut
$9.84M +$1.3M +4,456 +15%
WSFS
471
Wilmington Savings Fund Society
Delaware
$9.84M +$345K +1,179 +4%
SC
472
Scotia Capital
Ontario, Canada
$9.8M +$2.44M +8,347 +33%
GAM
473
Gould Asset Management
California
$9.7M -$632K -2,160 -6%
WAAG
474
Wealth Alliance Advisory Group
Kansas
$9.61M +$300K +1,026 +3%
WHG
475
Westwood Holdings Group
Texas
$9.59M +$75.8K +259 +0.8%
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