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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 %
IFAM
476
Institutional & Family Asset Management
Colorado
$11.1M -$476K -1,890 -4%
FCH
477
Freestone Capital Holdings
Washington
$11.1M +$11.1M +44,057 New
BCI
478
Brinker Capital Investments
Pennsylvania
$11.1M -$348K -1,385 -3%
PMFA
479
Plante Moran Financial Advisors
Michigan
$11M +$3.27K +13 +0%
SCA
480
Stonebridge Capital Advisors
Minnesota
$11M +$9.06K +36 +0.1%
PCP
481
Proficio Capital Partners
Massachusetts
$11M +$8.59M +34,147 +364%
SS
482
Simplicity Solutions
Minnesota
$10.9M -$29.5M -117,152 -73%
PI
483
PineBridge Investments
New York
$10.9M -$403K -1,600 -4%
GCA
484
Gradient Capital Advisors
California
$10.8M +$874K +3,475 +9%
TCM
485
Towercrest Capital Management
Pennsylvania
$10.8M -$343K -1,364 -3%
FWM
486
FFT Wealth Management
Pennsylvania
$10.8M +$665K +2,643 +7%
SXL
487
Summit X LLC
Missouri
$10.7M +$86.6K +343 +0.8%
SCM
488
Smith Capital Management
Arkansas
$10.7M +$10.7M +42,331 New
PEA
489
Pacific Edge Advisors
California
$10.5M +$10.5M +41,858 New
Rockefeller Capital Management
490
Rockefeller Capital Management
New York
$10.5M +$7.49M +29,779 +249%
SBA
491
Secrest Blakey & Associates
North Carolina
$10.5M -$976K -3,874 -9%
HSA
492
HBK Sorce Advisory
Pennsylvania
$10.4M +$1.39M +5,528 +15%
PSUF
493
People's United Financial
Connecticut
$10.4M +$331K +1,315 +3%
FA
494
Forefront Analytics
Pennsylvania
$10.4M -$544K -2,163 -5%
BJL
495
Brighton Jones LLC
Washington
$10.4M -$384K -1,526 -4%
Barclays
496
Barclays
United Kingdom
$10.4M -$56.2M -223,159 -84%
PA
497
PFG Advisors
Arizona
$10.4M +$1.36M +4,929 +15%
EWM
498
Evermay Wealth Management
Virginia
$10.4M -$189K -750 -2%
BSW
499
Buckingham Strategic Wealth
Missouri
$10.4M +$645K +2,563 +7%
FC
500
Fulcrum Capital
Washington
$10.3M -$1.01M -4,005 -9%
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