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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 %
RA
451
Riverstone Advisors
Texas
$11.9M +$11.9M +47,373 New
CAG
452
Crestwood Advisors Group
Massachusetts
$11.9M -$20.3M -80,491 -63%
FTI
453
Fiduciary Trust International
Massachusetts
$11.9M +$11.5M +45,723 +2,898%
HR
454
Hardy Reed
Mississippi
$11.9M +$11.9M +47,211 New
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$11.9M +$4.33M +17,204 +57%
MPW
456
MA Private Wealth
California
$11.8M +$11.8M +47,081 New
MIA
457
MainStreet Investment Advisors
Illinois
$11.8M +$4.45M +17,684 +60%
BFM
458
Broadview Financial Management
Wisconsin
$11.7M +$382K +1,518 +3%
MWM
459
Modera Wealth Management
New Jersey
$11.7M -$180K -715 -2%
PWM
460
PRW Wealth Management
Massachusetts
$11.6M +$11.6M +46,239 New
FWM
461
Fairhaven Wealth Management
Illinois
$11.6M +$11.6M +46,075 New
SYBT
462
Stock Yards Bank & Trust
Kentucky
$11.6M +$4.53M +17,987 +64%
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$11.5M +$1.03M +4,100 +10%
WCF
464
West Coast Financial
California
$11.5M +$8.77M +34,840 +321%
BAS
465
Brown Advisory Securities
Maryland
$11.5M -$1.49M -5,902 -11%
ZIG
466
Zurich Insurance Group
Switzerland
$11.5M +$851K +3,413 +8%
CTB
467
Country Trust Bank
Illinois
$11.4M +$6.51M +25,854 +133%
RWMH
468
Riverpoint Wealth Management Holdings
Illinois
$11.3M -$3.27K -13 -0%
CA
469
Cornerstone Advisors
North Carolina
$11.3M -$6.29M -25,000 -36%
PBO
470
Peoples Bank (Ohio)
Ohio
$11.3M -$484K -1,924 -4%
MFG
471
Magnus Financial Group
New York
$11.3M +$11.3M +44,860 New
AFG
472
Arkansas Financial Group
Arkansas
$11.3M +$307K +1,222 +3%
SC
473
Scotia Capital
Ontario, Canada
$11.2M +$2.76M +10,977 +33%
SWP
474
Stratos Wealth Partners
Ohio
$11.2M -$26.9K -107 -0.2%
SSWM
475
Sheets Smith Wealth Management
North Carolina
$11.2M +$964K +3,830 +9%
17 18
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